Q4  2019 |
≡ |
Lee Ainslie - Maverick Capital |
Add 56.96% |
9,966 |
0.01 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.00% |
4 |
0.00 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 0.63% |
94 |
0.00 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 3.29% |
38,887 |
0.15 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 5.09% |
125,000 |
0.24 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 8.94% |
160,917 |
0.89 |
≡ |
Torray Funds |
Reduce 9.01% |
8,680 |
0.13 |
Q3  2019 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 18.38% |
183,533 |
0.61 |
≡ |
Torray Funds |
Add 1.14% |
1,082 |
0.01 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.01% |
1,202 |
0.00 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
17,496 |
0.02 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 2.48% |
62,500 |
0.11 |
≡ |
Hillman Value Fund |
Sell 100.00% |
10,500 |
2.06 |
Q2  2019 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 5.00% |
132,500 |
0.24 |
≡ |
Nelson Peltz - Trian Fund Management |
Reduce 9.39% |
831,860 |
0.74 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 9.47% |
188,237 |
0.94 |
Q1  2019 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.01% |
855 |
0.00 |
≡ |
Torray Funds |
Reduce 0.16% |
152 |
0.00 |
≡ |
Richard Pzena - Hancock Classic Value |
Reduce 6.18% |
65,748 |
0.24 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 10.55% |
312,500 |
0.55 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 11.68% |
262,978 |
1.08 |
Q4  2018 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 75.84% |
458,988 |
1.37 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 33.67% |
567,178 |
1.78 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 29.66% |
39,775 |
0.19 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 29.51% |
675,000 |
0.99 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.00% |
12 |
0.00 |
≡ |
Christopher Bloomstran - Semper Augustus |
Reduce 0.08% |
13 |
0.00 |
≡ |
Torray Funds |
Reduce 0.14% |
137 |
0.00 |
Q3  2018 |
≡ |
Richard Pzena - Hancock Classic Value |
Add 48.93% |
198,821 |
0.76 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 34.23% |
429,538 |
1.53 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 34.10% |
34,100 |
0.18 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 0.18% |
4,000 |
0.01 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.01% |
510 |
0.00 |
≡ |
Thomas Gayner - Markel Asset Management |
Sell 100.00% |
11,875 |
0.02 |
Q2  2018 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 158.53% |
61,312 |
0.53 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 77.91% |
1,000,000 |
1.89 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.01% |
914 |
0.00 |
≡ |
Richard Pzena - Hancock Classic Value |
Buy |
406,365 |
1.98 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 3.12% |
40,374 |
0.17 |
≡ |
Mairs & Power Growth Fund |
Sell 100.00% |
46,250 |
0.12 |
Q1  2018 |
≡ |
Mason Hawkins - Longleaf Partners |
Add 182.12% |
836,078 |
3.54 |
≡ |
Hillman Value Fund |
Add 40.00% |
3,000 |
1.12 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.00% |
345 |
0.00 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Buy |
38,675 |
0.31 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 28.03% |
500,000 |
0.94 |
≡ |
Mairs & Power Growth Fund |
Reduce 82.46% |
217,500 |
0.56 |
≡ |
Steven Romick - FPA Crescent Fund |
Sell 100.00% |
956,224 |
1.14 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Sell 100.00% |
885 |
0.00 |
Q4  2017 |
≡ |
Hillman Value Fund |
Add 42.86% |
2,250 |
1.21 |
≡ |
Mason Hawkins - Longleaf Partners |
Buy |
459,076 |
2.53 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Buy |
885 |
0.00 |
≡ |
Mairs & Power Growth Fund |
Reduce 2.76% |
7,500 |
0.02 |
≡ |
Harry Burn - Sound Shore |
Sell 100.00% |
207,113 |
1.99 |
≡ |
David Katz - Matrix Asset Advisors |
Sell 100.00% |
5,313 |
1.74 |
Q3  2017 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 137.50% |
6,875 |
0.03 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 21.24% |
312,500 |
1.01 |
≡ |
David Katz - Matrix Asset Advisors |
Add 5.20% |
262 |
0.09 |
≡ |
Hillman Value Fund |
Buy |
5,250 |
3.25 |
≡ |
Harry Burn - Sound Shore |
Reduce 18.38% |
46,625 |
0.45 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 35.63% |
529,381 |
0.91 |
≡ |
Robert Olstein - Olstein Capital Management |
Sell 100.00% |
41,613 |
1.14 |
Q2  2017 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 87.19% |
691,950 |
1.36 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 32.63% |
10,237 |
0.28 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 9.80% |
131,250 |
0.51 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 2.72% |
234,250 |
0.38 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
5,050 |
1.87 |
≡ |
Thomas Gayner - Markel Asset Management |
Buy |
5,000 |
0.02 |
≡ |
Warren Buffett - Berkshire Hathaway |
Sell 100.00% |
1,323,188 |
0.19 |
≡ |
Kahn Brothers Group |
Sell 100.00% |
1,875 |
0.08 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Sell 100.00% |
885 |
0.00 |
Q1  2017 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 22.68% |
5,800 |
0.18 |
≡ |
Harry Burn - Sound Shore |
Add 6.01% |
14,387 |
0.18 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 2.31% |
194,742 |
0.35 |
Q4  2016 |
≡ |
Nelson Peltz - Trian Fund Management |
Reduce 7.17% |
650,625 |
1.48 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 14.34% |
132,815 |
0.33 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 23.43% |
271 |
0.00 |
Q3  2016 |
≡ |
Harry Burn - Sound Shore |
Add 25.82% |
49,112 |
0.64 |
≡ |
Nelson Peltz - Trian Fund Management |
Reduce 2.87% |
267,808 |
0.62 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 7.00% |
1,925 |
0.07 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 12.01% |
126,455 |
0.30 |
Q2  2016 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 0.70% |
65,165 |
0.16 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 2.22% |
625 |
0.03 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 8.83% |
101,950 |
0.26 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 24.72% |
440,000 |
2.56 |
≡ |
Kahn Brothers Group |
Sell 100.00% |
1,875 |
0.09 |
Q1  2016 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 1.81% |
32,750 |
0.17 |
≡ |
Nelson Peltz - Trian Fund Management |
Reduce 4.55% |
442,036 |
1.08 |
≡ |
Harry Burn - Sound Shore |
Reduce 10.08% |
21,325 |
0.30 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 13.09% |
173,918 |
0.44 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 18.18% |
6,250 |
0.26 |
≡ |
Hillman Value Fund |
Sell 100.00% |
2,500 |
1.91 |
Q4  2015 |
≡ |
Mairs & Power Growth Fund |
Reduce 4.41% |
12,500 |
0.08 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 12.33% |
163 |
0.00 |
≡ |
Nelson Peltz - Trian Fund Management |
Reduce 14.12% |
1,598,002 |
3.23 |
≡ |
Harry Burn - Sound Shore |
Reduce 25.04% |
70,663 |
0.94 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 30.38% |
15,000 |
0.58 |
≡ |
Hillman Value Fund |
Reduce 50.00% |
2,500 |
1.91 |
≡ |
Thomas Gayner - Markel Asset Management |
Sell 100.00% |
370,375 |
1.97 |
≡ |
Dodge & Cox |
Sell 100.00% |
2,051,810 |
0.78 |
Q3  2015 |
≡ |
Nelson Peltz - Trian Fund Management |
Add 82.51% |
5,117,895 |
8.82 |