Q1  2024 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 22.30% |
250,887 |
1.56 |
≡ |
Polen Capital Management |
Reduce 5.93% |
241,896 |
0.34 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 20.03% |
17,152 |
0.17 |
Q4  2023 |
≡ |
Polen Capital Management |
Reduce 36.60% |
2,356,049 |
2.77 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.14% |
36,513 |
0.18 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 19.83% |
21,174 |
0.17 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
8,252 |
0.08 |
Q3  2023 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
206,421 |
1.94 |
≡ |
Viking Global Investors |
Sell 100.00% |
630,865 |
1.14 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 37.88% |
65,118 |
0.43 |
≡ |
Polen Capital Management |
Reduce 2.58% |
170,759 |
0.17 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.21% |
14,270 |
0.06 |
Q2  2023 |
≡ |
Ruane Cunniff - Sequoia Fund |
Sell 100.00% |
225,165 |
2.63 |
≡ |
Viking Global Investors |
Buy |
630,865 |
1.14 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 10.34% |
110,142 |
0.48 |
≡ |
Polen Capital Management |
Reduce 5.03% |
350,214 |
0.38 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 15.14% |
36,825 |
0.35 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 14.38% |
28,873 |
0.21 |
Q1  2023 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Sell 100.00% |
30,070 |
9.45 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
574,000 |
4.15 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 19.40% |
58,565 |
0.52 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 15.88% |
37,918 |
0.23 |
≡ |
Thomas Gayner - Markel Group |
Sell 100.00% |
43,000 |
0.17 |
≡ |
Polen Capital Management |
Add 0.40% |
27,777 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.46% |
4,960 |
0.02 |
Q4  2022 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 68.63% |
65,785 |
20.67 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 41.73% |
411,000 |
2.97 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 54.71% |
272,047 |
2.75 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 13.79% |
129,761 |
0.42 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 14.25% |
50,150 |
0.36 |
≡ |
Polen Capital Management |
Reduce 5.48% |
401,980 |
0.35 |
Q3  2022 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
351,961 |
1.87 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 30.13% |
214,363 |
1.78 |
≡ |
Polen Capital Management |
Add 53.93% |
2,569,072 |
1.70 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 18.95% |
230,300 |
1.35 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 80.63% |
419,960 |
1.20 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
50,000 |
0.55 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 17.58% |
50,916 |
0.23 |
Q2  2022 |
≡ |
Bill Ackman - Pershing Square Capital Management |
Sell 100.00% |
3,109,965 |
11.21 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 89.56% |
574,200 |
2.40 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
320,400 |
2.15 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 45.84% |
30,130 |
2.10 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 46.29% |
225,165 |
1.22 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Buy |
520,842 |
1.02 |
≡ |
David Tepper - Appaloosa Management |
Buy |
50,000 |
0.55 |
≡ |
Polen Capital Management |
Reduce 4.84% |
242,171 |
0.11 |
≡ |
Thomas Gayner - Markel Group |
Buy |
43,000 |
0.11 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 6.58% |
17,887 |
0.06 |
Q1  2022 |
≡ |
Bill Ackman - Pershing Square Capital Management |
Buy |
3,109,965 |
11.21 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 44.09% |
20,112 |
2.10 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 80.75% |
217,309 |
2.01 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
660,464 |
1.86 |
≡ |
Polen Capital Management |
Add 85.74% |
2,310,617 |
1.69 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 52.79% |
221,500 |
1.69 |
≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
1,086,490 |
1.42 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 538.05% |
229,145 |
1.28 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 24.35% |
103,142 |
0.69 |
Q4  2021 |
≡ |
Viking Global Investors |
Sell 100.00% |
410,913 |
0.70 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 10.65% |
50,000 |
0.56 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 5.07% |
2,200 |
0.43 |
≡ |
Lee Ainslie - Maverick Capital |
Add 15.31% |
56,234 |
0.41 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
42,588 |
0.35 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 4.41% |
12,404 |
0.15 |
≡ |
Polen Capital Management |
Add 3.05% |
79,772 |
0.08 |
≡ |
John Armitage - Egerton Capital |
Reduce 1.89% |
12,696 |
0.04 |
Q3  2021 |
≡ |
John Armitage - Egerton Capital |
Reduce 55.19% |
829,231 |
2.40 |
≡ |
Viking Global Investors |
Reduce 53.23% |
467,631 |
0.80 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
65,500 |
0.72 |
≡ |
Steven Romick - FPA Crescent Fund |
Sell 100.00% |
72,931 |
0.50 |
≡ |
Polen Capital Management |
Add 7.21% |
175,827 |
0.20 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2.59% |
9,256 |
0.06 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 0.09% |
400 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Sell 100.00% |
430 |
0.00 |
Q2  2021 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
1,828,120 |
3.46 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 23.08% |
8,140 |
1.29 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 34.44% |
120,400 |
1.25 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
72,931 |
0.50 |
≡ |
David Tepper - Appaloosa Management |
Reduce 39.07% |
42,000 |
0.46 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 13.17% |
32,760 |
0.36 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 11.79% |
47,858 |
0.24 |
≡ |
Viking Global Investors |
Add 17.13% |
128,487 |
0.21 |
≡ |
John Armitage - Egerton Capital |
Reduce 2.62% |
40,435 |
0.11 |
≡ |
Polen Capital Management |
Add 3.94% |
92,497 |
0.09 |
≡ |
Chase Coleman - Tiger Global Management |
Add 2.86% |
30,200 |
0.03 |
≡ |
Torray Funds |
Sell 100.00% |
386 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Buy |
430 |
0.00 |
Q1  2021 |
≡ |
Polen Capital Management |
Buy |
2,346,817 |
2.75 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 25.45% |
624,000 |
1.18 |
≡ |
Bill Miller - Miller Value Partners |
Sell 100.00% |
65,266 |
1.18 |
≡ |
Viking Global Investors |
Buy |
750,057 |
1.17 |
≡ |
Lee Ainslie - Maverick Capital |
Add 40.16% |
116,306 |
0.57 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 2.60% |
942 |
0.21 |
≡ |
David Tepper - Appaloosa Management |
Reduce 15.35% |
19,500 |
0.15 |
≡ |
John Armitage - Egerton Capital |
Add 1.97% |
29,770 |
0.08 |
Q4  2020 |
≡ |
Ruane Cunniff - Sequoia Fund |
Buy |
248,745 |
3.17 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 22.48% |
10,500 |
2.13 |
≡ |
John Armitage - Egerton Capital |
Add 61.38% |
575,464 |
1.76 |
≡ |
Bill Miller - Miller Value Partners |
Buy |
65,266 |
1.18 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 31.90% |
494,710 |
0.68 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 8.92% |
200,897 |
0.39 |