Q1  2022 |
≡ |
John Armitage - Egerton Capital |
Add 32.16% |
1,800,160 |
1.55 |
≡ |
Mairs & Power Growth Fund |
Add 2.14% |
40,000 |
0.12 |
≡ |
Thomas Gayner - Markel Group |
Add 0.56% |
11,000 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.15% |
60 |
0.00 |
Q4  2021 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 70.95% |
5,124,180 |
3.50 |
≡ |
John Armitage - Egerton Capital |
Add 106.74% |
2,890,340 |
2.25 |
≡ |
Polen Capital Management |
Add 27.79% |
6,408,800 |
1.79 |
≡ |
Daniel Loeb - Third Point |
Add 27.03% |
1,000,000 |
1.16 |
≡ |
Viking Global Investors |
Add 37.11% |
1,505,820 |
0.73 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
302,720 |
0.69 |
≡ |
Lee Ainslie - Maverick Capital |
Add 21.29% |
326,300 |
0.66 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 5.09% |
9,600 |
0.52 |
≡ |
Terry Smith - Fundsmith |
Add 15.65% |
1,151,300 |
0.47 |
≡ |
Mairs & Power Growth Fund |
Add 4.48% |
80,000 |
0.23 |
≡ |
Bill Miller - Miller Value Partners |
Add 5.25% |
38,100 |
0.22 |
≡ |
Valley Forge Capital Management |
Add 0.99% |
16,000 |
0.10 |
≡ |
Francois Rochon - Giverny Capital |
Add 7.82% |
1,100 |
0.01 |
≡ |
Torray Funds |
Add 0.74% |
560 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Add 3.97% |
200 |
0.00 |
Q3  2021 |
≡ |
Triple Frond Partners |
Buy |
437,140 |
7.83 |
≡ |
Terry Smith - Fundsmith |
Buy |
7,357,220 |
3.34 |
≡ |
Polen Capital Management |
Add 65.44% |
9,120,480 |
2.75 |
≡ |
Mairs & Power Growth Fund |
Add 27.03% |
380,000 |
1.15 |
≡ |
Daniel Loeb - Third Point |
Add 27.59% |
800,000 |
0.72 |
≡ |
Lee Ainslie - Maverick Capital |
Add 14.60% |
195,320 |
0.35 |
≡ |
Valley Forge Capital Management |
Add 2.79% |
44,000 |
0.29 |
≡ |
Francois Rochon - Giverny Capital |
Add 50.86% |
4,740 |
0.05 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 1.45% |
20 |
0.00 |
Q2  2021 |
≡ |
Valley Forge Capital Management |
Add 4173.34% |
1,537,460 |
10.27 |
≡ |
Viking Global Investors |
Add 161.90% |
5,863,000 |
3.06 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 32.02% |
45,780 |
2.36 |
≡ |
Mairs & Power Growth Fund |
Add 36.77% |
378,000 |
1.19 |
≡ |
John Armitage - Egerton Capital |
Add 23.40% |
1,395,040 |
1.19 |
≡ |
Hillman Value Fund |
Add 31.25% |
10,000 |
0.88 |
≡ |
Daniel Loeb - Third Point |
Add 27.19% |
620,000 |
0.62 |
≡ |
Polen Capital Management |
Add 7.95% |
1,026,940 |
0.34 |
≡ |
Bill Miller - Miller Value Partners |
Add 2.67% |
20,820 |
0.09 |
≡ |
Christopher Davis - Davis Advisors |
Add 2.01% |
129,180 |
0.09 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 0.62% |
59,940 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 0.08% |
1,520 |
0.00 |
Q1  2021 |
≡ |
Polen Capital Management |
Buy |
12,910,720 |
4.49 |
≡ |
Hillman Value Fund |
Buy |
32,000 |
2.94 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 87.36% |
4,492,360 |
2.52 |
≡ |
Lee Ainslie - Maverick Capital |
Add 70.48% |
731,020 |
1.06 |
≡ |
John Armitage - Egerton Capital |
Add 22.70% |
1,102,900 |
0.90 |
≡ |
Mairs & Power Growth Fund |
Add 37.07% |
278,000 |
0.85 |
≡ |
Valley Forge Capital Management |
Add 84.20% |
16,840 |
0.12 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.15% |
480 |
0.00 |
Q4  2020 |
≡ |
David Tepper - Appaloosa Management |
Add 39.72% |
1,124,000 |
2.74 |
≡ |
Mairs & Power Growth Fund |
Buy |
750,000 |
2.53 |
≡ |
John Armitage - Egerton Capital |
Add 7.50% |
339,080 |
0.31 |
≡ |
Chase Coleman - Tiger Global Management |
Add 1.37% |
165,900 |
0.07 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.40% |
20 |
0.00 |
Q3  2020 |
≡ |
Chase Coleman - Tiger Global Management |
Add 1.98% |
235,400 |
0.10 |
≡ |
David Katz - Matrix Asset Advisors |
Add 30.05% |
1,160 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 12.64% |
1,160 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
1,380 |
0.01 |
Q2  2020 |
≡ |
Lee Ainslie - Maverick Capital |
Add 155.87% |
1,131,800 |
3.28 |
≡ |
Bill Miller - Miller Value Partners |
Add 8.52% |
80,140 |
0.49 |
≡ |
Chase Coleman - Tiger Global Management |
Add 7.37% |
814,200 |
0.44 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
9,180 |
0.13 |
≡ |
David Katz - Matrix Asset Advisors |
Add 14.88% |
500 |
0.01 |
Q1  2020 |
≡ |
John Armitage - Egerton Capital |
Buy |
8,625,940 |
8.69 |
≡ |
Daniel Loeb - Third Point |
Add 207.14% |
2,900,000 |
4.51 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
726,140 |
1.49 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 13.09% |
1,349,340 |
0.80 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
1,209,200 |
0.68 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
3,360 |
0.07 |
≡ |
Chris Hohn - TCI Fund Management |
Buy |
114,000 |
0.05 |
≡ |
Thomas Gayner - Markel Group |
Add 0.52% |
10,200 |
0.02 |
Q4  2019 |
≡ |
Daniel Loeb - Third Point |
Buy |
1,400,000 |
1.49 |
≡ |
David Tepper - Appaloosa Management |
Add 10.00% |
530,000 |
1.26 |
≡ |
Hillman Value Fund |
Add 60.00% |
12,000 |
1.25 |
≡ |
Leon Cooperman |
Add 53.33% |
80,000 |
0.40 |
≡ |
Thomas Gayner - Markel Group |
Add 0.69% |
13,500 |
0.02 |
Q3  2019 |
≡ |
David Tepper - Appaloosa Management |
Add 43.24% |
1,600,000 |
4.21 |
≡ |
John Armitage - Egerton Capital |
Buy |
3,047,600 |
1.89 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 33.33% |
3,109,360 |
1.59 |
≡ |
Viking Global Investors |
Add 12.69% |
2,037,940 |
0.92 |
≡ |
Hillman Value Fund |
Add 42.86% |
6,000 |
0.86 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 21.05% |
40,000 |
0.45 |
≡ |
Thomas Gayner - Markel Group |
Add 2.69% |
51,000 |
0.07 |
≡ |
Torray Funds |
Add 0.78% |
1,840 |
0.02 |
Q2  2019 |
≡ |
Viking Global Investors |
Add 157.55% |
9,822,360 |
4.19 |
≡ |
David Tepper - Appaloosa Management |
Add 12.12% |
400,000 |
1.69 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 5.57% |
16,600 |
0.86 |
≡ |
Torray Funds |
Add 24.58% |
46,680 |
0.46 |
≡ |
Lee Ainslie - Maverick Capital |
Add 40.84% |
77,680 |
0.11 |
≡ |
Warren Buffett - Berkshire Hathaway |
Add 11.17% |
1,080,000 |
0.05 |
≡ |
Thomas Gayner - Markel Group |
Add 1.58% |
29,400 |
0.04 |
Q1  2019 |
≡ |
David Tepper - Appaloosa Management |
Buy |
3,300,000 |
8.88 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 20.44% |
50,600 |
2.68 |
≡ |
Warren Buffett - Berkshire Hathaway |
Buy |
9,666,000 |
0.43 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
190,200 |
0.22 |
≡ |
Thomas Gayner - Markel Group |
Add 3.89% |
69,840 |
0.10 |
Q4  2018 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 112.62% |
7,856,940 |
3.99 |
≡ |
Torray Funds |
Add 1016.10% |
172,940 |
1.54 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 21.88% |
35,000 |
0.40 |
≡ |
Thomas Gayner - Markel Group |
Add 0.48% |
8,500 |
0.01 |
Q3  2018 |
≡ |
Thomas Gayner - Markel Group |
Add 2.17% |
38,000 |
0.06 |