Q4  2020 |
≡ |
Bryan Lawrence - Oakcliff Capital |
Reduce 5.39% |
3,726 |
0.98 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 3.79% |
16,022 |
0.14 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
274 |
0.00 |
Q3  2020 |
≡ |
John Armitage - Egerton Capital |
Add 4.85% |
107,519 |
0.41 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
274 |
0.00 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 12.96% |
63,044 |
0.59 |
≡ |
AltaRock Partners |
Reduce 4.84% |
55,695 |
1.64 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 2.53% |
10,100 |
0.19 |
≡ |
Dodge & Cox |
Reduce 0.84% |
24,300 |
0.03 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 0.33% |
34,067 |
0.08 |
≡ |
Francois Rochon - Giverny Capital |
Sell 100.00% |
1,000 |
0.05 |
Q2  2020 |
≡ |
AltaRock Partners |
Add 5.07% |
55,552 |
1.45 |
≡ |
John Armitage - Egerton Capital |
Add 6.00% |
125,524 |
0.48 |
≡ |
Daniel Loeb - Third Point |
Add 150.00% |
450,000 |
3.15 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
1,000 |
0.05 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 16.70% |
80,000 |
1.17 |
≡ |
Dodge & Cox |
Reduce 8.98% |
284,000 |
0.24 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.67% |
46,190 |
0.34 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 3.93% |
213,148 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
648 |
0.01 |
Q1  2020 |
≡ |
AltaRock Partners |
Add 1.29% |
14,000 |
0.39 |
≡ |
Chris Hohn - TCI Fund Management |
Add 2.66% |
270,500 |
0.56 |
≡ |
Bryan Lawrence - Oakcliff Capital |
Add 12.36% |
7,600 |
2.32 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
648 |
0.01 |
≡ |
Daniel Loeb - Third Point |
Buy |
300,000 |
2.09 |
≡ |
Dodge & Cox |
Reduce 36.76% |
1,837,600 |
1.58 |
≡ |
Triple Frond Partners |
Reduce 19.35% |
120,000 |
5.83 |
≡ |
John Armitage - Egerton Capital |
Reduce 9.24% |
212,938 |
0.96 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.68% |
50,640 |
0.33 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 3.04% |
15,000 |
0.22 |
Q4  2019 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 14.98% |
102,760 |
0.54 |
≡ |
John Armitage - Egerton Capital |
Reduce 14.01% |
375,425 |
1.30 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 2.95% |
15,000 |
0.16 |
≡ |
Dodge & Cox |
Reduce 2.53% |
130,000 |
0.09 |
Q3  2019 |
≡ |
Chris Hohn - TCI Fund Management |
Add 4.72% |
458,214 |
0.98 |
≡ |
AltaRock Partners |
Add 13.35% |
127,388 |
4.55 |
≡ |
Dodge & Cox |
Reduce 26.31% |
1,830,900 |
1.11 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 9.75% |
55,000 |
0.53 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 9.32% |
70,476 |
0.32 |
≡ |
John Armitage - Egerton Capital |
Reduce 7.27% |
209,972 |
0.62 |
Q2  2019 |
≡ |
John Armitage - Egerton Capital |
Add 1.50% |
42,802 |
0.12 |
≡ |
AltaRock Partners |
Add 10.97% |
94,316 |
3.22 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 9.60% |
80,350 |
0.34 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 4.97% |
284,102 |
0.05 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 1.65% |
162,745 |
0.35 |
≡ |
Dodge & Cox |
Reduce 0.71% |
50,000 |
0.03 |
Q1  2019 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 3.54% |
28,611 |
0.10 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 18.81% |
1,322,788 |
0.23 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 16.09% |
1,893,608 |
4.29 |
≡ |
Dodge & Cox |
Reduce 0.20% |
14,300 |
0.01 |
Q4  2018 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 21.67% |
156,000 |
1.07 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 13.27% |
1,801,430 |
2.57 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 4.19% |
307,486 |
0.05 |
≡ |
Dodge & Cox |
Reduce 2.90% |
210,000 |
0.10 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 1.44% |
11,786 |
0.04 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Sell 100.00% |
32,000 |
1.41 |
Q3  2018 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 5.23% |
40,746 |
0.11 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 2.17% |
163,200 |
0.02 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 0.25% |
34,000 |
0.06 |
Q2  2018 |
≡ |
Dodge & Cox |
Add 16.04% |
1,000,000 |
0.42 |
≡ |
Chris Hohn - TCI Fund Management |
Add 28.13% |
2,987,140 |
4.12 |
≡ |
Triple Frond Partners |
Add 33.69% |
156,244 |
4.83 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Buy |
32,000 |
1.33 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
779,191 |
1.88 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 12.20% |
100,000 |
0.51 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 8.74% |
718,688 |
0.11 |
Q1  2018 |
≡ |
Chris Hohn - TCI Fund Management |
Add 6.98% |
692,867 |
1.20 |
≡ |
Dodge & Cox |
Add 10.06% |
570,000 |
0.26 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 17.14% |
120,000 |
0.65 |
≡ |
Triple Frond Partners |
Reduce 23.47% |
142,244 |
4.97 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 3.14% |
266,518 |
0.04 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
1,727,722 |
3.03 |
Q4  2017 |
≡ |
Triple Frond Partners |
Add 55.14% |
215,400 |
8.20 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
700,000 |
3.83 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 52.80% |
1,932,930 |
3.39 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 15.44% |
1,813,383 |
3.78 |
≡ |
Dodge & Cox |
Reduce 1.40% |
80,300 |
0.04 |
Q3  2017 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 15.92% |
693,180 |
1.24 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 15.22% |
2,108,595 |
5.30 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 10.10% |
954,100 |
0.20 |
≡ |
Dodge & Cox |
Reduce 3.21% |
190,400 |
0.10 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
327,221 |
1.38 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
500,000 |
1.49 |
Q2  2017 |
≡ |
Chris Hohn - TCI Fund Management |
Add 9.23% |
1,170,578 |
2.97 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
327,221 |
1.38 |
≡ |
Daniel Loeb - Third Point |
Reduce 37.50% |
300,000 |
0.89 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 23.22% |
1,316,402 |
2.26 |
≡ |
Dodge & Cox |
Reduce 2.63% |
160,000 |
0.08 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
129,784 |
0.74 |
Q1  2017 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 20.24% |
954,462 |
1.64 |
≡ |
David Tepper - Appaloosa Management |
Buy |
129,784 |
0.74 |
≡ |
Daniel Loeb - Third Point |
Reduce 5.88% |
50,000 |
0.16 |
Q4  2016 |
≡ |
Chris Hohn - TCI Fund Management |
Add 5.90% |
706,191 |
2.14 |
≡ |
Daniel Loeb - Third Point |
Reduce 15.00% |
150,000 |
0.42 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 10.18% |
534,334 |
0.81 |
≡ |
Dodge & Cox |
Reduce 4.54% |
290,000 |
0.14 |
Q3  2016 |
≡ |
Warren Buffett - Berkshire Hathaway |
Add 1.14% |
106,000 |
0.02 |
≡ |
Chris Hohn - TCI Fund Management |
Add 3.28% |
380,219 |
1.15 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 9.55% |
457,698 |
0.55 |
≡ |
Daniel Loeb - Third Point |
Reduce 31.03% |
450,000 |
1.06 |