Q4  2022 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 40.41% |
586,000 |
1.21 |
≡ |
Viking Global Investors |
Add 34.40% |
3,195,002 |
1.35 |
≡ |
Triple Frond Partners |
Add 23.54% |
110,360 |
1.53 |
≡ |
Mairs & Power Growth Fund |
Add 13.18% |
228,000 |
0.44 |
≡ |
David Tepper - Appaloosa Management |
Add 3.45% |
50,000 |
0.31 |
≡ |
Lee Ainslie - Maverick Capital |
Add 3.02% |
51,026 |
0.10 |
≡ |
Torray Funds |
Add 2.74% |
2,268 |
0.03 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.73% |
14,500 |
0.02 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.10% |
6,491 |
0.00 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 3.34% |
19,160 |
0.77 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 3.37% |
23,434 |
0.13 |
≡ |
Polen Capital Management |
Reduce 5.61% |
2,089,456 |
0.51 |
≡ |
Valley Forge Capital Management |
Reduce 32.36% |
528,907 |
1.80 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
2,787,947 |
2.45 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
1,900 |
0.01 |
Q3  2022 |
≡ |
Viking Global Investors |
Add 14.58% |
1,182,054 |
0.62 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 11.54% |
150,000 |
0.42 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 9.33% |
6,800 |
0.39 |
≡ |
AltaRock Partners |
Add 7.49% |
229,614 |
0.85 |
≡ |
Torray Funds |
Add 7.42% |
5,709 |
0.13 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 6.13% |
33,115 |
1.36 |
≡ |
Chase Coleman - Tiger Global Management |
Add 2.36% |
61,650 |
0.06 |
≡ |
Christopher Davis - Davis Advisors |
Add 1.48% |
77,013 |
0.06 |
≡ |
Bill Miller - Miller Value Partners |
Add 0.88% |
6,043 |
0.04 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.10% |
2,000 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.08% |
5,302 |
0.00 |
≡ |
John Armitage - Egerton Capital |
Buy |
2,787,947 |
2.45 |
≡ |
Leon Cooperman |
Buy |
115,000 |
0.91 |
≡ |
Dodge & Cox |
Buy |
5,700,000 |
0.90 |
≡ |
Polen Capital Management |
Reduce 0.86% |
322,748 |
0.10 |
≡ |
David Tepper - Appaloosa Management |
Reduce 3.33% |
50,000 |
0.42 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 5.35% |
76,127 |
0.17 |
≡ |
Triple Frond Partners |
Reduce 11.21% |
59,184 |
1.18 |
≡ |
Mairs & Power Growth Fund |
Reduce 13.24% |
264,000 |
0.71 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 13.85% |
272,033 |
0.69 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 25.52% |
2,290,627 |
2.44 |
≡ |
Seth Klarman - Baupost Group |
Reduce 58.53% |
350,000 |
0.71 |
Q2  2022 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 35.71% |
500 |
0.00 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 31.02% |
336,740 |
0.63 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 30.68% |
126,895 |
5.37 |
≡ |
Polen Capital Management |
Add 30.23% |
8,718,765 |
2.44 |
≡ |
Triple Frond Partners |
Add 27.12% |
112,620 |
1.83 |
≡ |
AltaRock Partners |
Add 20.41% |
519,500 |
1.70 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 17.65% |
30,000 |
0.41 |
≡ |
Lee Ainslie - Maverick Capital |
Add 12.81% |
223,069 |
0.59 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 6.11% |
4,200 |
0.22 |
≡ |
Mairs & Power Growth Fund |
Add 4.62% |
88,000 |
0.21 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.13% |
60 |
0.00 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 0.69% |
61,565 |
0.06 |
≡ |
Torray Funds |
Add 0.62% |
471 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Add 0.02% |
1,060 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
1,300,000 |
3.30 |
≡ |
Seth Klarman - Baupost Group |
Buy |
598,000 |
0.97 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.96% |
158,737 |
0.11 |
≡ |
Viking Global Investors |
Reduce 4.16% |
352,158 |
0.17 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 8.00% |
59,869 |
0.36 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 11.54% |
341,060 |
0.30 |
≡ |
David Tepper - Appaloosa Management |
Reduce 11.76% |
200,000 |
1.33 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
7,398,400 |
6.35 |
≡ |
Leon Cooperman |
Sell 100.00% |
200,000 |
1.72 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
350,000 |
0.74 |
Q1  2022 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 258.60% |
782,840 |
1.91 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 186.25% |
44,700 |
2.88 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 108.56% |
215,320 |
9.78 |
≡ |
Viking Global Investors |
Add 52.00% |
2,893,080 |
1.91 |
≡ |
John Armitage - Egerton Capital |
Add 32.16% |
1,800,160 |
1.55 |
≡ |
David Tepper - Appaloosa Management |
Add 21.43% |
300,000 |
1.96 |
≡ |
Mairs & Power Growth Fund |
Add 2.14% |
40,000 |
0.12 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.15% |
60 |
0.00 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.56% |
11,000 |
0.02 |
≡ |
AltaRock Partners |
Buy |
2,544,920 |
10.58 |
≡ |
Torray Funds |
Reduce 0.29% |
220 |
0.01 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 1.88% |
14,380 |
0.09 |
≡ |
Polen Capital Management |
Reduce 2.12% |
625,100 |
0.20 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 3.22% |
178,620 |
0.15 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 6.36% |
118,260 |
0.35 |
≡ |
Terry Smith - Fundsmith |
Reduce 20.34% |
1,730,560 |
0.97 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 27.79% |
3,430,460 |
3.33 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 58.18% |
4,110,980 |
2.52 |
≡ |
Daniel Loeb - Third Point |
Reduce 92.55% |
4,350,000 |
9.20 |
≡ |
Francois Rochon - Giverny Capital |
Sell 100.00% |
15,160 |
0.13 |
Q4  2021 |
≡ |
John Armitage - Egerton Capital |
Add 106.74% |
2,890,340 |
2.25 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 70.95% |
5,124,180 |
3.50 |
≡ |
Viking Global Investors |
Add 37.11% |
1,505,820 |
0.73 |
≡ |
Polen Capital Management |
Add 27.79% |
6,408,800 |
1.79 |
≡ |
Daniel Loeb - Third Point |
Add 27.03% |
1,000,000 |
1.16 |
≡ |
Lee Ainslie - Maverick Capital |
Add 21.29% |
326,300 |
0.66 |
≡ |
Terry Smith - Fundsmith |
Add 15.65% |
1,151,300 |
0.47 |
≡ |
Francois Rochon - Giverny Capital |
Add 7.82% |
1,100 |
0.01 |
≡ |
Bill Miller - Miller Value Partners |
Add 5.25% |
38,100 |
0.22 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 5.09% |
9,600 |
0.52 |
≡ |
Mairs & Power Growth Fund |
Add 4.48% |
80,000 |
0.23 |
≡ |
David Katz - Matrix Asset Advisors |
Add 3.97% |
200 |
0.00 |
≡ |
Valley Forge Capital Management |
Add 0.99% |
16,000 |
0.10 |
≡ |
Torray Funds |
Add 0.74% |
560 |
0.01 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
302,720 |
0.69 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.64% |
35,900 |
0.03 |
≡ |
Triple Frond Partners |
Reduce 4.99% |
21,800 |
0.41 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 37.79% |
4,291,560 |
1.55 |
Q3  2021 |
≡ |
Polen Capital Management |
Add 65.44% |
9,120,480 |
2.75 |