Q1  2022 |
≡ |
Ruane Cunniff - Sequoia Fund |
Sell 100.00% |
985,048 |
3.14 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
2,000,000 |
2.16 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 7.93% |
54,349 |
0.72 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 28.95% |
11,026 |
0.38 |
≡ |
Lindsell Train |
Reduce 2.71% |
150,150 |
0.32 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 16.18% |
11,000 |
0.19 |
≡ |
Mairs & Power Growth Fund |
Reduce 10.78% |
55,000 |
0.14 |
≡ |
Thomas Gayner - Markel Group |
Add 2.26% |
42,500 |
0.07 |
≡ |
David Rolfe - Wedgewood Partners |
Buy |
1,975 |
0.04 |
≡ |
Torray Funds |
Add 0.47% |
315 |
0.01 |
≡ |
Yacktman Asset Management |
Reduce 0.33% |
5,789 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.19% |
397 |
0.00 |
Q4  2021 |
≡ |
Daniel Loeb - Third Point |
Reduce 51.81% |
2,150,000 |
2.32 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 11.89% |
92,492 |
1.22 |
≡ |
Yacktman Asset Management |
Reduce 16.80% |
358,370 |
0.49 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 23.64% |
13,000 |
0.24 |
≡ |
Torray Funds |
Reduce 12.50% |
9,599 |
0.22 |
≡ |
Lindsell Train |
Add 0.96% |
52,750 |
0.12 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.42% |
8,862 |
0.07 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 1.28% |
12,724 |
0.04 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 1.39% |
522 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 0.86% |
16,000 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.57% |
30 |
0.00 |
Q3  2021 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 9.61% |
68,182 |
1.01 |
≡ |
Lindsell Train |
Reduce 1.79% |
100,000 |
0.23 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 2.95% |
1,143 |
0.06 |
≡ |
Yacktman Asset Management |
Reduce 0.38% |
8,099 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.70% |
1,415 |
0.01 |
≡ |
Torray Funds |
Add 0.13% |
100 |
0.00 |
Q2  2021 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Buy |
709,571 |
9.40 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
345,000 |
0.91 |
≡ |
Lindsell Train |
Add 7.52% |
391,250 |
0.89 |
≡ |
Yacktman Asset Management |
Reduce 5.48% |
124,098 |
0.21 |
≡ |
Francois Rochon - Giverny Capital |
Add 7.30% |
13,717 |
0.15 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 5.77% |
3,000 |
0.07 |
≡ |
Daniel Loeb - Third Point |
Reduce 1.19% |
50,000 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
8,934 |
0.02 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 0.33% |
126 |
0.01 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.38% |
20 |
0.00 |
≡ |
Torray Funds |
Add 0.17% |
134 |
0.00 |
≡ |
Thomas Gayner - Markel Group |
Add 0.01% |
220 |
0.00 |
Q1  2021 |
≡ |
Viking Global Investors |
Sell 100.00% |
4,271,505 |
2.13 |
≡ |
David Tepper - Appaloosa Management |
Reduce 53.69% |
400,000 |
1.06 |
≡ |
Daniel Loeb - Third Point |
Reduce 12.50% |
600,000 |
0.75 |
≡ |
Lindsell Train |
Reduce 4.48% |
244,000 |
0.63 |
≡ |
Torray Funds |
Reduce 16.79% |
15,451 |
0.45 |
≡ |
Mairs & Power Growth Fund |
Reduce 9.73% |
55,000 |
0.20 |
≡ |
Yacktman Asset Management |
Reduce 3.90% |
92,012 |
0.18 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 5.45% |
3,000 |
0.08 |
≡ |
David Katz - Matrix Asset Advisors |
Sell 100.00% |
1,140 |
0.03 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
8,934 |
0.02 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 0.22% |
84 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.24% |
445 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.02% |
360 |
0.00 |
Q4  2020 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 49.41% |
37,757 |
2.99 |
≡ |
Viking Global Investors |
Buy |
4,271,505 |
2.13 |
≡ |
Yacktman Asset Management |
Reduce 22.97% |
702,672 |
1.57 |
≡ |
Mairs & Power Growth Fund |
Reduce 41.75% |
405,000 |
1.52 |
≡ |
Lindsell Train |
Reduce 7.46% |
439,050 |
1.16 |
≡ |
Daniel Loeb - Third Point |
Reduce 9.43% |
500,000 |
0.70 |
≡ |
David Tepper - Appaloosa Management |
Reduce 15.34% |
135,000 |
0.37 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.00% |
7,255 |
0.10 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 1.85% |
1,000 |
0.03 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
1,140 |
0.03 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
5,916 |
0.01 |
≡ |
Thomas Gayner - Markel Group |
Add 0.06% |
1,205 |
0.00 |
≡ |
Torray Funds |
Add 0.04% |
35 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.02% |
1 |
0.00 |
Q3  2020 |
≡ |
David Tepper - Appaloosa Management |
Reduce 26.67% |
320,000 |
0.70 |
≡ |
Lindsell Train |
Reduce 4.88% |
302,002 |
0.61 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 23.51% |
16,600 |
0.37 |
≡ |
Torray Funds |
Add 17.26% |
13,542 |
0.31 |
≡ |
Mairs & Power Growth Fund |
Reduce 10.07% |
108,600 |
0.31 |
≡ |
Yacktman Asset Management |
Add 4.84% |
141,122 |
0.26 |
≡ |
Daniel Loeb - Third Point |
Reduce 3.64% |
200,000 |
0.25 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 2.68% |
4,995 |
0.06 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 0.46% |
354 |
0.02 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.19% |
1,940 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
5,916 |
0.01 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.76% |
90 |
0.00 |
Q2  2020 |
≡ |
Daniel Loeb - Third Point |
Add 285.96% |
4,075,000 |
6.24 |
≡ |
Ruane Cunniff - Sequoia Fund |
Buy |
999,712 |
3.14 |
≡ |
David Tepper - Appaloosa Management |
Buy |
1,200,000 |
2.32 |
≡ |
Torray Funds |
Buy |
78,455 |
1.65 |
≡ |
David Einhorn - Greenlight Capital |
Sell 100.00% |
108,700 |
1.51 |
≡ |
Yacktman Asset Management |
Reduce 19.41% |
702,929 |
1.25 |
≡ |
Lindsell Train |
Add 7.29% |
420,412 |
0.78 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 0.79% |
600 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.40% |
2,573 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 18.82% |
810 |
0.00 |
Q1  2020 |
≡ |
Christopher Bloomstran - Semper Augustus |
Add 249.23% |
54,360 |
3.31 |
≡ |
Daniel Loeb - Third Point |
Buy |
1,425,000 |
2.20 |
≡ |
David Einhorn - Greenlight Capital |
Buy |
108,700 |
1.51 |
≡ |
Lindsell Train |
Add 3.93% |
218,000 |
0.45 |
≡ |
Yacktman Asset Management |
Reduce 4.37% |
165,381 |
0.26 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 18.46% |
11,000 |
0.23 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 8.17% |
16,330 |
0.20 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
17,737 |
0.04 |
≡ |
Thomas Gayner - Markel Group |
Add 0.43% |
7,950 |
0.01 |
Q4  2019 |
≡ |
Hillman Value Fund |
Sell 100.00% |
10,000 |
2.16 |