Q3  2024 |
≡ |
John Armitage - Egerton Capital |
Add 83.21% |
1,282,516 |
3.28 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.35% |
1,872 |
0.02 |
≡ |
Viking Global Investors |
Reduce 13.00% |
520,984 |
0.48 |
≡ |
Tom Bancroft - Makaira Partners |
Reduce 17.02% |
123,828 |
4.04 |
Q2  2024 |
≡ |
Viking Global Investors |
Add 32.11% |
973,918 |
0.78 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.84% |
4,452 |
0.04 |
≡ |
John Armitage - Egerton Capital |
Buy |
1,541,378 |
3.23 |
≡ |
Tom Bancroft - Makaira Partners |
Reduce 2.14% |
15,884 |
0.43 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
3,318 |
0.01 |
Q1  2024 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.91% |
24,818 |
0.21 |
≡ |
Lee Ainslie - Maverick Capital |
Add 4.34% |
138 |
0.00 |
≡ |
Tom Bancroft - Makaira Partners |
Reduce 6.86% |
54,748 |
1.37 |
≡ |
Viking Global Investors |
Reduce 48.27% |
2,830,618 |
2.18 |
Q4  2023 |
≡ |
Viking Global Investors |
Add 411.96% |
4,718,237 |
2.75 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.82% |
4,120 |
0.03 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 98.83% |
269,479 |
0.85 |
Q3  2023 |
≡ |
Viking Global Investors |
Add 188.90% |
748,885 |
0.43 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.88% |
14,022 |
0.11 |
≡ |
Tom Bancroft - Makaira Partners |
Add 2.08% |
16,280 |
0.30 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
272,659 |
0.89 |
Q2  2023 |
≡ |
Tom Bancroft - Makaira Partners |
Add 1.80% |
13,830 |
0.25 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.28% |
6,178 |
0.04 |
≡ |
Viking Global Investors |
Reduce 60.50% |
607,125 |
0.34 |
≡ |
David Rolfe - Wedgewood Partners |
Sell 100.00% |
3,500 |
0.08 |
Q1  2023 |
≡ |
Viking Global Investors |
Add 197.92% |
666,701 |
0.45 |
≡ |
Tom Bancroft - Makaira Partners |
Add 10.86% |
75,230 |
1.40 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.31% |
19,906 |
0.17 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 97.52% |
137,710 |
3.15 |
≡ |
John Rogers - Ariel Appreciation Fund |
Sell 100.00% |
43,894 |
0.51 |
Q4  2022 |
≡ |
Tom Bancroft - Makaira Partners |
Add 2.70% |
18,207 |
0.34 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.31% |
10,401 |
0.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 20.90% |
37,320 |
0.89 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 37.21% |
26,010 |
0.30 |
≡ |
Viking Global Investors |
Reduce 54.27% |
399,700 |
0.26 |
Q3  2022 |
≡ |
Tom Bancroft - Makaira Partners |
Add 52.19% |
231,313 |
4.45 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.89% |
5,311 |
0.12 |
≡ |
Viking Global Investors |
Reduce 18.32% |
165,183 |
0.09 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 22.10% |
127,915 |
1.01 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 32.20% |
33,200 |
0.38 |
Q2  2022 |
≡ |
Thomas Gayner - Markel Group |
Add 0.40% |
3,000 |
0.00 |
≡ |
Viking Global Investors |
Reduce 13.07% |
135,562 |
0.07 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 19.60% |
141,096 |
1.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 21.96% |
51,724 |
1.04 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 53.57% |
118,951 |
1.27 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 99.90% |
1,712,528 |
9.81 |
Q1  2022 |
≡ |
Thomas Gayner - Markel Group |
Add 4.13% |
29,750 |
0.04 |
≡ |
Viking Global Investors |
Buy |
1,037,306 |
0.48 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.82% |
17,229 |
0.28 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 11.85% |
96,817 |
0.62 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 23.55% |
528,182 |
1.77 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 54.70% |
268,136 |
2.44 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Sell 100.00% |
9,445 |
1.38 |
Q4  2021 |
≡ |
Thomas Gayner - Markel Group |
Add 2.63% |
18,500 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.98% |
15,856 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.25% |
3,203 |
0.04 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 1.76% |
40,264 |
0.13 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 6.08% |
31,709 |
0.23 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 40.60% |
6,455 |
0.94 |
Q3  2021 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.93% |
30,277 |
0.16 |
≡ |
Thomas Gayner - Markel Group |
Add 1.33% |
9,200 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Add 0.56% |
1,426 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 2.78% |
65,211 |
0.21 |
Q2  2021 |
≡ |
Francois Rochon - Giverny Capital |
Add 14.08% |
95,117 |
0.57 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 6.10% |
30,000 |
0.22 |
≡ |
David Rolfe - Wedgewood Partners |
Add 4.30% |
10,504 |
0.15 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Add 3.92% |
600 |
0.09 |
≡ |
Thomas Gayner - Markel Group |
Add 0.17% |
1,200 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 1.78% |
42,456 |
0.14 |
Q1  2021 |
≡ |
David Rolfe - Wedgewood Partners |
Add 82.00% |
109,963 |
1.62 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 44.87% |
740,387 |
2.31 |
≡ |
John Rogers - Ariel Appreciation Fund |
Add 30.06% |
113,700 |
0.83 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.25% |
21,278 |
0.14 |
≡ |
Thomas Gayner - Markel Group |
Add 2.31% |
15,600 |
0.02 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
3,015,521 |
1.69 |
≡ |
Viking Global Investors |
Sell 100.00% |
895,126 |
0.24 |
Q4  2020 |
≡ |
John Armitage - Egerton Capital |
Add 17.59% |
451,171 |
0.25 |
≡ |
Francois Rochon - Giverny Capital |
Add 6.51% |
39,960 |
0.30 |
≡ |
Thomas Gayner - Markel Group |
Add 0.30% |
2,000 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Buy |
134,104 |
1.97 |
≡ |
Viking Global Investors |
Buy |
895,126 |
0.24 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 0.34% |
5,588 |
0.02 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 7.96% |
32,700 |
0.28 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 15.93% |
2,900 |
0.55 |
Q3  2020 |
≡ |
John Armitage - Egerton Capital |
Add 159.50% |
1,576,166 |
0.92 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.71% |
10,328 |
0.09 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 5.70% |
1,100 |
0.24 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 6.48% |
114,677 |
0.48 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 11.50% |
53,400 |
0.53 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
2,687 |
0.00 |
Q2  2020 |
≡ |
Francois Rochon - Giverny Capital |
Add 6.98% |
39,398 |
0.31 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 2.98% |
51,276 |
0.20 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
2,687 |
0.00 |
≡ |
John Rogers - Ariel Appreciation Fund |
Reduce 7.16% |
35,800 |
0.30 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Reduce 12.27% |
2,700 |
0.48 |
≡ |
John Armitage - Egerton Capital |
Reduce 33.86% |
505,876 |
0.30 |
≡ |
Viking Global Investors |
Sell 100.00% |
2,088,830 |
0.80 |
Q1  2020 |
≡ |
Francois Rochon - Giverny Capital |
Add 25.62% |
115,149 |
1.08 |
≡ |
Charles Bobrinskoy - Ariel Focus Fund |
Add 6.28% |
1,300 |
0.24 |
≡ |
Thomas Gayner - Markel Group |
Add 5.39% |
34,500 |
0.05 |
≡ |
John Armitage - Egerton Capital |
Buy |
1,494,060 |
1.14 |