Q1  2024 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 18.36% |
25,360 |
1.08 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 12.49% |
439,761 |
0.37 |
≡ |
AltaRock Partners |
Reduce 11.83% |
574,720 |
1.86 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 10.99% |
255,145 |
1.20 |
≡ |
Jensen Investment Management |
Reduce 7.89% |
496,625 |
0.57 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 3.90% |
57,000 |
0.26 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.66% |
600 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.35% |
3,675 |
0.13 |
≡ |
Torray Funds |
Reduce 1.34% |
2,419 |
0.05 |
≡ |
First Eagle Investment Management |
Reduce 0.86% |
29,231 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.52% |
36,419 |
0.02 |
≡ |
Polen Capital Management |
Reduce 0.17% |
3,552 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
23,498 |
0.07 |
≡ |
Viking Global Investors |
Sell 100.00% |
3,293,461 |
1.69 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
35,000 |
5.17 |
Q4  2023 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 39.78% |
91,270 |
3.95 |
≡ |
Hillman Value Fund |
Reduce 24.23% |
13,569 |
0.85 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 23.96% |
1,278,300 |
1.27 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 19.28% |
681,680 |
1.66 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 17.93% |
60,000 |
0.57 |
≡ |
AltaRock Partners |
Reduce 7.59% |
399,392 |
1.24 |
≡ |
Terry Smith - Fundsmith |
Reduce 7.53% |
571,317 |
0.33 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 4.92% |
31,102 |
0.23 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.85% |
7,951 |
0.24 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.49% |
37,300 |
0.17 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.36% |
103,030 |
0.10 |
≡ |
Jensen Investment Management |
Reduce 2.16% |
138,919 |
0.15 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.99% |
50 |
0.00 |
≡ |
Polen Capital Management |
Reduce 1.49% |
32,351 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 1.29% |
46,167 |
0.04 |
≡ |
Dodge & Cox |
Reduce 1.20% |
116,300 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 1.17% |
40,115 |
0.01 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.60% |
12,715 |
0.03 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
38,400 |
0.01 |
≡ |
Lindsell Train |
Sell 100.00% |
16,850 |
0.04 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
900,000 |
1.81 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
3,113,001 |
3.93 |
Q3  2023 |
≡ |
Daniel Loeb - Third Point |
Reduce 36.84% |
525,000 |
1.06 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 18.46% |
63,208 |
1.98 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 18.43% |
4,065 |
0.01 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 11.18% |
188,632 |
0.87 |
≡ |
AltaRock Partners |
Reduce 8.32% |
477,378 |
1.56 |
≡ |
Polen Capital Management |
Reduce 3.79% |
85,461 |
0.03 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 3.16% |
69,795 |
0.16 |
≡ |
Torray Funds |
Reduce 2.04% |
3,767 |
0.09 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 1.06% |
38,409 |
0.03 |
≡ |
First Eagle Investment Management |
Reduce 0.97% |
33,526 |
0.01 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 0.84% |
30,000 |
0.08 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.36% |
15,841 |
0.02 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.35% |
26,908 |
0.02 |
Q2  2023 |
≡ |
Daniel Loeb - Third Point |
Reduce 70.00% |
3,325,000 |
5.83 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 54.42% |
4,551,949 |
4.55 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 31.52% |
89,725 |
3.92 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 24.20% |
1,138,020 |
2.71 |
≡ |
Leon Cooperman |
Reduce 23.53% |
200,000 |
1.30 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 16.17% |
695,750 |
0.51 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 13.93% |
273,000 |
1.10 |
≡ |
AltaRock Partners |
Reduce 8.69% |
545,817 |
1.57 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.39% |
202,040 |
0.39 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 6.68% |
165 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 5.41% |
1,250 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 3.57% |
12,666 |
0.24 |
≡ |
First Eagle Investment Management |
Reduce 1.84% |
64,905 |
0.02 |
≡ |
Torray Funds |
Reduce 1.71% |
3,205 |
0.07 |
≡ |
Dodge & Cox |
Reduce 1.34% |
130,900 |
0.02 |
≡ |
Polen Capital Management |
Reduce 1.11% |
25,409 |
0.01 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 0.73% |
17,100 |
0.06 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Reduce 0.59% |
2,000 |
0.02 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.16% |
12,562 |
0.01 |
≡ |
Bill Miller - Miller Value Partners |
Sell 100.00% |
598,779 |
3.88 |
Q1  2023 |
≡ |
Polen Capital Management |
Reduce 35.32% |
1,246,315 |
0.34 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 28.65% |
1,654,647 |
1.40 |
≡ |
Jensen Investment Management |
Reduce 12.15% |
857,801 |
0.68 |
≡ |
Leon Cooperman |
Reduce 10.53% |
100,000 |
0.62 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 5.58% |
146 |
0.00 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 2.76% |
16,993 |
0.11 |
≡ |
AltaRock Partners |
Reduce 2.30% |
148,000 |
0.42 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.71% |
14,000 |
0.05 |
≡ |
Torray Funds |
Reduce 0.08% |
157 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
11,980 |
0.03 |
≡ |
Harry Burn - Sound Shore |
Sell 100.00% |
273,650 |
2.79 |
≡ |
Chris Hohn - TCI Fund Management |
Sell 100.00% |
15,961,420 |
4.71 |
Q4  2022 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 31.91% |
1,746,488 |
1.89 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 19.62% |
571,160 |
1.80 |
≡ |
Torray Funds |
Reduce 19.21% |
44,626 |
0.71 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 15.34% |
51,565 |
2.16 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 8.78% |
59,252 |
0.34 |
≡ |
AltaRock Partners |
Reduce 8.18% |
573,183 |
1.59 |
≡ |
Leon Cooperman |
Reduce 5.00% |
50,000 |
0.27 |
≡ |
First Eagle Investment Management |
Reduce 2.91% |
105,616 |
0.03 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.66% |
116,777 |
0.07 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.92% |
113,150 |
0.08 |
≡ |
Polen Capital Management |
Reduce 1.72% |
61,712 |
0.02 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 1.35% |
27,000 |
0.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.17% |
3,769 |
0.06 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.09% |
6,515 |
0.00 |
Q3  2022 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 38.85% |
3,046 |
0.01 |
≡ |
Leon Cooperman |
Reduce 16.67% |
200,000 |
1.34 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 13.40% |
562,220 |
1.34 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 8.22% |
393,759 |
0.27 |