Q1  2023 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 2.76% |
16,993 |
0.11 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 5.58% |
146 |
0.00 |
≡ |
Leon Cooperman |
Reduce 10.53% |
100,000 |
0.62 |
≡ |
Jensen Investment Management |
Reduce 12.15% |
857,801 |
0.68 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 28.65% |
1,654,647 |
1.40 |
≡ |
Polen Capital Management |
Reduce 35.32% |
1,246,315 |
0.34 |
≡ |
Chris Hohn - TCI Fund Management |
Sell 100.00% |
15,961,420 |
4.71 |
≡ |
Harry Burn - Sound Shore |
Sell 100.00% |
273,650 |
2.79 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
11,980 |
0.03 |
Q4  2022 |
≡ |
Li Lu - Himalaya Capital Management |
Add 168.28% |
1,595,300 |
7.30 |
≡ |
Lee Ainslie - Maverick Capital |
Add 149.90% |
7,186 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 134.95% |
7,557 |
0.02 |
≡ |
Dodge & Cox |
Add 77.41% |
3,015,700 |
0.31 |
≡ |
Harry Burn - Sound Shore |
Add 52.54% |
94,250 |
0.96 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 15.55% |
565,000 |
1.22 |
≡ |
David Katz - Matrix Asset Advisors |
Add 13.74% |
316 |
0.00 |
≡ |
Jensen Investment Management |
Add 5.45% |
364,710 |
0.25 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 4.63% |
16,500 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.17% |
8,336 |
0.05 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.09% |
6,515 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.17% |
3,769 |
0.06 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 1.35% |
27,000 |
0.08 |
≡ |
Polen Capital Management |
Reduce 1.72% |
61,712 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.92% |
113,150 |
0.08 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.66% |
116,777 |
0.07 |
≡ |
First Eagle Investment Management |
Reduce 2.91% |
105,616 |
0.03 |
≡ |
Leon Cooperman |
Reduce 5.00% |
50,000 |
0.27 |
≡ |
AltaRock Partners |
Reduce 8.18% |
573,183 |
1.59 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 8.78% |
59,252 |
0.34 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 15.34% |
51,565 |
2.16 |
≡ |
Torray Funds |
Reduce 19.21% |
44,626 |
0.71 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 19.62% |
571,160 |
1.80 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 31.91% |
1,746,488 |
1.89 |
Q3  2022 |
≡ |
Chase Coleman - Tiger Global Management |
Add 147.74% |
3,264,248 |
2.87 |
≡ |
Torray Funds |
Add 32.20% |
56,603 |
1.08 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 25.55% |
68,415 |
2.38 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 7.06% |
23,500 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.10% |
7,884 |
0.05 |
≡ |
Chris Hohn - TCI Fund Management |
Add 3.91% |
601,000 |
0.20 |
≡ |
AltaRock Partners |
Add 3.56% |
241,000 |
0.75 |
≡ |
Bill Miller - Miller Value Partners |
Add 0.77% |
5,144 |
0.03 |
≡ |
Polen Capital Management |
Add 0.70% |
25,063 |
0.01 |
≡ |
Dodge & Cox |
Add 0.26% |
10,000 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.10% |
7,788 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 0.08% |
5,360 |
0.00 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 0.62% |
18,200 |
0.05 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.96% |
56,874 |
0.05 |
≡ |
First Eagle Investment Management |
Reduce 1.87% |
69,137 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.46% |
8,092 |
0.15 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 8.22% |
393,759 |
0.27 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 13.40% |
562,220 |
1.34 |
≡ |
Leon Cooperman |
Reduce 16.67% |
200,000 |
1.34 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 38.85% |
3,046 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
3,439,820 |
3.53 |
Q2  2022 |
≡ |
Dodge & Cox |
Add 206.95% |
2,620,000 |
0.34 |
≡ |
Chris Hohn - TCI Fund Management |
Add 34.03% |
3,900,000 |
1.35 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 23.19% |
50,420 |
2.19 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 22.12% |
760,000 |
1.98 |
≡ |
Torray Funds |
Add 8.19% |
13,300 |
0.28 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 7.42% |
23,000 |
0.04 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 3.49% |
2,400 |
0.13 |
≡ |
Jensen Investment Management |
Add 3.10% |
201,300 |
0.18 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.88% |
3,540 |
0.03 |
≡ |
AltaRock Partners |
Add 0.90% |
60,400 |
0.20 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.88% |
20 |
0.00 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 0.72% |
17,160 |
0.03 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Add 0.60% |
2,000 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Add 0.22% |
16,400 |
0.01 |
≡ |
Li Lu - Himalaya Capital Management |
Buy |
948,000 |
5.51 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
3,439,820 |
3.53 |
≡ |
Chase Coleman - Tiger Global Management |
Buy |
2,209,440 |
2.02 |
≡ |
First Eagle Investment Management |
Reduce 0.05% |
1,820 |
0.00 |
≡ |
Polen Capital Management |
Reduce 0.11% |
3,920 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.44% |
26,220 |
0.02 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 0.46% |
3,100 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.90% |
3,000 |
0.06 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 4.83% |
242,960 |
0.17 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 7.76% |
660 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 15.92% |
1,060 |
0.00 |
≡ |
Harry Burn - Sound Shore |
Reduce 17.52% |
38,100 |
0.43 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
130,000 |
10.93 |
Q1  2022 |
≡ |
Lee Ainslie - Maverick Capital |
Add 1417.86% |
7,940 |
0.02 |
≡ |
Harry Burn - Sound Shore |
Add 25.65% |
44,400 |
0.54 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 16.98% |
45,000 |
0.07 |
≡ |
AltaRock Partners |
Add 16.21% |
934,680 |
3.31 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 15.47% |
29,120 |
1.13 |
≡ |
Torray Funds |
Add 4.65% |
7,220 |
0.16 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 2.84% |
164,760 |
0.16 |
≡ |
Jensen Investment Management |
Add 0.71% |
45,600 |
0.05 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.50% |
940 |
0.01 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
130,000 |
10.93 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 0.15% |
1,000 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 0.42% |
15,720 |
0.01 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.44% |
10,500 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.21% |
240 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.39% |
80 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 3.78% |
197,600 |
0.14 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 6.65% |
4,900 |
0.27 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 7.28% |
900,000 |
0.34 |
≡ |
Terry Smith - Fundsmith |
Reduce 9.23% |
773,280 |
0.37 |