Q3  2019 |
≡ |
Chris Hohn - TCI Fund Management |
Add 2.03% |
1,410,820 |
0.45 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.47% |
10,340 |
0.06 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.32% |
2,300 |
0.03 |
≡ |
Yacktman Asset Management |
Reduce 0.01% |
240 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.81% |
32,740 |
0.02 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 3.69% |
300,000 |
0.43 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 4.40% |
40,000 |
0.31 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 4.48% |
7,060 |
0.04 |
≡ |
Michael Burry - Scion Asset Management |
Reduce 11.11% |
20,000 |
2.05 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 15.39% |
192,440 |
0.77 |
≡ |
Viking Global Investors |
Reduce 39.23% |
895,700 |
0.28 |
Q2  2019 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 109.53% |
2,044,300 |
0.84 |
≡ |
David Rolfe - Wedgewood Partners |
Add 71.39% |
65,640 |
0.30 |
≡ |
David Tepper - Appaloosa Management |
Add 48.28% |
1,400,000 |
3.37 |
≡ |
Chris Hohn - TCI Fund Management |
Add 45.31% |
21,678,380 |
6.32 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 24.44% |
22,000 |
0.19 |
≡ |
Polen Capital Management |
Add 19.33% |
4,274,480 |
1.12 |
≡ |
Bryan Lawrence - Oakcliff Capital |
Add 18.70% |
46,000 |
1.83 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 13.75% |
110,000 |
0.76 |
≡ |
Lee Ainslie - Maverick Capital |
Add 8.30% |
526,920 |
0.41 |
≡ |
Mairs & Power Growth Fund |
Add 6.53% |
240,000 |
0.30 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.22% |
15,280 |
0.08 |
≡ |
Dodge & Cox |
Add 1.68% |
600,000 |
0.05 |
≡ |
AKO Capital |
Add 1.30% |
31,900 |
0.04 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.73% |
5,280 |
0.06 |
≡ |
Yacktman Asset Management |
Add 0.14% |
4,940 |
0.00 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
180,000 |
10.40 |
≡ |
Thomas Gayner - Markel Asset Management |
Buy |
2,580,460 |
2.15 |
≡ |
Torray Funds |
Reduce 0.25% |
20 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 1.93% |
160,000 |
0.19 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.09% |
86,220 |
0.05 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 2.31% |
520 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.29% |
1,300 |
0.13 |
≡ |
Viking Global Investors |
Reduce 17.05% |
469,400 |
0.12 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 24.62% |
408,320 |
1.31 |
≡ |
John Armitage - Egerton Capital |
Reduce 61.03% |
7,742,720 |
3.07 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
8,888,380 |
3.05 |
Q1  2019 |
≡ |
Lee Ainslie - Maverick Capital |
Add 49.19% |
2,093,640 |
1.63 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 5.37% |
36,920 |
0.54 |
≡ |
Mairs & Power Growth Fund |
Add 3.26% |
116,000 |
0.16 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.81% |
14,980 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.45% |
3,060 |
0.02 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
8,888,380 |
3.05 |
≡ |
Yacktman Asset Management |
Buy |
3,627,060 |
2.63 |
≡ |
Dodge & Cox |
Reduce 0.20% |
72,000 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.30% |
12,400 |
0.01 |
≡ |
David Tepper - Appaloosa Management |
Reduce 0.41% |
12,000 |
0.02 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.45% |
22,100 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 4.82% |
2,000 |
0.22 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 6.76% |
600,000 |
0.78 |
≡ |
Torray Funds |
Reduce 8.76% |
780 |
0.00 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 9.21% |
168,260 |
0.51 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 10.33% |
526,680 |
0.88 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 11.25% |
11,660 |
0.05 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 14.20% |
7,916,240 |
3.03 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 54.95% |
109,800 |
1.06 |
Q4  2018 |
≡ |
Lee Ainslie - Maverick Capital |
Add 4089.55% |
4,154,980 |
3.16 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 61.41% |
704,380 |
0.30 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 21.83% |
35,800 |
0.30 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 6.72% |
43,240 |
0.62 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 6.63% |
1,400 |
0.00 |
≡ |
Torray Funds |
Add 5.45% |
460 |
0.00 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 5.26% |
40,000 |
0.32 |
≡ |
Chris Hohn - TCI Fund Management |
Add 4.75% |
2,526,000 |
0.65 |
≡ |
Mairs & Power Growth Fund |
Add 3.55% |
122,000 |
0.16 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 1.52% |
73,780 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.74% |
5,020 |
0.03 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.67% |
27,400 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.75% |
780 |
0.00 |
≡ |
Dodge & Cox |
Reduce 3.71% |
1,380,000 |
0.12 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 11.51% |
663,180 |
1.04 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 20.24% |
463,720 |
1.24 |
≡ |
David Tepper - Appaloosa Management |
Reduce 27.20% |
1,088,000 |
2.77 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
17,825,980 |
5.47 |
Q3  2018 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 35.50% |
4,669,920 |
1.43 |
≡ |
Francois Rochon - Giverny Capital |
Add 10.50% |
64,480 |
0.44 |
≡ |
Mairs & Power Growth Fund |
Add 4.88% |
160,000 |
0.21 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.11% |
12,540 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
21,120 |
0.05 |
≡ |
Dodge & Cox |
Reduce 1.27% |
480,000 |
0.04 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.22% |
130,900 |
0.20 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 3.83% |
4,160 |
0.01 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 4.00% |
2,219,240 |
0.69 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 5.73% |
249,240 |
0.17 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 9.32% |
235,340 |
0.55 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 10.87% |
20,000 |
0.16 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 13.97% |
104,500 |
1.46 |
≡ |
David Tepper - Appaloosa Management |
Reduce 39.58% |
2,620,000 |
2.79 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 98.76% |
8,066,020 |
6.35 |
Q2  2018 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2497.25% |
1,090,800 |
0.44 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 26.68% |
157,600 |
2.32 |
≡ |
Chris Hohn - TCI Fund Management |
Add 17.50% |
8,260,160 |
2.17 |
≡ |
Mairs & Power Growth Fund |
Add 15.49% |
440,000 |
0.57 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.77% |
27,960 |
0.20 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 1.20% |
156,000 |
0.05 |
≡ |
Dodge & Cox |
Add 0.64% |
240,000 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.77% |
124,000 |
0.07 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.49% |
1,500 |
0.15 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 4.27% |
4,840 |
0.01 |
≡ |
Mason Hawkins - Longleaf Partners |
Reduce 8.74% |
241,900 |
0.53 |