Q3  2014 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 5.22% |
781,700 |
0.38 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 12.13% |
7,800 |
0.49 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 15.23% |
4,011,514 |
0.74 |
≡ |
Harry Burn - Sound Shore |
Reduce 16.06% |
258,000 |
0.49 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 36.31% |
29,300 |
2.06 |
Q2  2014 |
≡ |
Harry Burn - Sound Shore |
Add 25.32% |
324,600 |
0.57 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 21.45% |
854,783 |
1.44 |
≡ |
ValueAct Capital |
Add 4.14% |
2,951,112 |
0.91 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 6.12% |
1,717,684 |
0.30 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 10.07% |
7,200 |
0.37 |
Q1  2014 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 10.17% |
2,589,978 |
0.48 |
≡ |
ValueAct Capital |
Add 6.61% |
4,420,000 |
1.37 |
≡ |
David Katz - Matrix Asset Advisors |
Add 5.61% |
3,800 |
0.19 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 3.80% |
55,773 |
0.08 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Add 1.64% |
1,300 |
0.09 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 0.59% |
23,218 |
0.04 |
≡ |
David Abrams - Abrams Capital Management |
Buy |
3,420,000 |
11.13 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.22% |
33,700 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.81% |
500 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Reduce 0.86% |
7,100 |
0.01 |
≡ |
Dodge & Cox |
Reduce 1.09% |
558,400 |
0.04 |
Q4  2013 |
≡ |
Thomas Gayner - Markel Group |
Add 2.84% |
22,800 |
0.03 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 0.61% |
23,993 |
0.04 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
25,474,910 |
4.42 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.30% |
814 |
0.00 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 2.72% |
20,000 |
0.09 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 5.31% |
3,800 |
0.19 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 8.94% |
7,800 |
0.51 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 35.71% |
50,000 |
0.31 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 36.22% |
832,825 |
1.14 |
Q3  2013 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 28.16% |
3,298,700 |
1.59 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 25.17% |
462,425 |
0.65 |
≡ |
ValueAct Capital |
Add 15.78% |
9,115,530 |
2.74 |
≡ |
Dodge & Cox |
Add 15.23% |
6,800,000 |
0.46 |
≡ |
David Katz - Matrix Asset Advisors |
Add 8.33% |
5,500 |
0.26 |
≡ |
Thomas Gayner - Markel Group |
Add 3.84% |
29,700 |
0.03 |
≡ |
Hillman Value Fund |
Add 2.04% |
400 |
0.05 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Add 0.58% |
500 |
0.03 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
3,936,900 |
5.88 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.66% |
1,709 |
0.00 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 49.64% |
138,000 |
0.79 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
1,400,000 |
0.96 |
Q2  2013 |
≡ |
ValueAct Capital |
Add 73.15% |
24,396,487 |
8.65 |
≡ |
Dodge & Cox |
Reduce 0.66% |
294,400 |
0.02 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 1.55% |
28,975 |
0.04 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.06% |
1,350 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Reduce 3.74% |
29,990 |
0.04 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 12.34% |
12,200 |
0.88 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 18.33% |
165,000 |
0.77 |
≡ |
Harry Burn - Sound Shore |
Reduce 18.75% |
295,800 |
0.59 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 21.69% |
77,000 |
0.47 |
≡ |
David Tepper - Appaloosa Management |
Reduce 59.83% |
2,085,314 |
1.43 |
≡ |
David Einhorn - Greenlight Capital |
Sell 100.00% |
6,079,544 |
2.78 |
Q1  2013 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 38.54% |
519,075 |
0.70 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Add 21.80% |
17,700 |
1.10 |
≡ |
Dodge & Cox |
Add 15.41% |
6,000,000 |
0.39 |
≡ |
David Tepper - Appaloosa Management |
Add 10.60% |
333,914 |
0.21 |
≡ |
David Katz - Matrix Asset Advisors |
Add 6.45% |
4,000 |
0.20 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 3.99% |
450,000 |
0.20 |
≡ |
Harry Burn - Sound Shore |
Add 1.08% |
16,800 |
0.03 |
≡ |
ValueAct Capital |
Buy |
33,353,513 |
10.79 |
≡ |
Thomas Gayner - Markel Group |
Reduce 0.06% |
500 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.45% |
1,650 |
0.00 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 3.79% |
14,000 |
0.07 |
≡ |
David Einhorn - Greenlight Capital |
Reduce 43.86% |
4,750,000 |
2.17 |
Q4  2012 |
≡ |
David Tepper - Appaloosa Management |
Add 179.13% |
2,022,400 |
1.24 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 41.46% |
394,725 |
0.70 |
≡ |
David Einhorn - Greenlight Capital |
Add 41.32% |
3,166,649 |
1.44 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 25.87% |
2,315,000 |
1.03 |
≡ |
Dodge & Cox |
Add 13.33% |
4,580,700 |
0.31 |
≡ |
Harry Burn - Sound Shore |
Add 7.28% |
105,900 |
0.20 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.75% |
1,900 |
0.00 |
≡ |
Seth Klarman - Baupost Group |
Sell 100.00% |
1,400,000 |
1.28 |
Q3  2012 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 7.83% |
650,200 |
0.33 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.70% |
1,918 |
0.00 |
≡ |
Harry Burn - Sound Shore |
Reduce 3.57% |
53,800 |
0.11 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 8.34% |
86,675 |
0.18 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 13.62% |
12,800 |
0.87 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 25.30% |
21,000 |
1.08 |
≡ |
Seth Klarman - Baupost Group |
Reduce 80.00% |
5,600,000 |
5.12 |
Q2  2012 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 6.82% |
529,800 |
0.29 |
≡ |
David Einhorn - Greenlight Capital |
Add 2.35% |
175,600 |
0.09 |
≡ |
Thomas Gayner - Markel Group |
Add 0.63% |
5,000 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 4.60% |
4,000 |
0.16 |
≡ |
David Tepper - Appaloosa Management |
Reduce 9.68% |
121,000 |
0.14 |
≡ |
Harry Burn - Sound Shore |
Reduce 12.74% |
220,200 |
0.46 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 14.33% |
11,888 |
0.01 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 20.75% |
271,950 |
0.54 |
Q1  2012 |
≡ |
David Tepper - Appaloosa Management |
Add 72.33% |
524,650 |
0.68 |
≡ |
Thomas Gayner - Markel Group |
Add 8.63% |
63,400 |
0.09 |
≡ |
Dodge & Cox |
Add 7.73% |
2,464,800 |
0.20 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 7.39% |
7,500 |
0.52 |
≡ |
Harry Burn - Sound Shore |
Reduce 8.51% |
160,800 |
0.32 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 11.22% |
11,000 |
0.42 |
≡ |
Hillman Value Fund |
Reduce 13.66% |
3,100 |
0.80 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 16.89% |
75,000 |
0.43 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 29.66% |
34,980 |
0.02 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 40.98% |
625,000 |
2.51 |
≡ |
Seth Klarman - Baupost Group |
Reduce 41.67% |
5,000,000 |
5.55 |
≡ |
David Einhorn - Greenlight Capital |
Reduce 50.65% |
7,683,647 |
4.81 |