Q2  2019 |
≡ |
Polen Capital Management |
Add 1.71% |
129,600 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.77% |
280 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 1.73% |
2,060 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.92% |
135,620 |
0.07 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 6.01% |
378,180 |
1.09 |
≡ |
Harry Burn - Sound Shore |
Reduce 13.28% |
95,100 |
0.31 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 20.80% |
257,040 |
1.18 |
≡ |
Viking Global Investors |
Reduce 24.69% |
1,849,620 |
0.45 |
≡ |
Thomas Gayner - Markel Asset Management |
Reduce 90.84% |
2,478,780 |
1.09 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
150,000 |
8.99 |
Q1  2019 |
≡ |
Leon Cooperman |
Add 32.34% |
532,720 |
1.92 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 6.85% |
175,000 |
0.17 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.82% |
6,560 |
0.04 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 3.01% |
183,840 |
0.54 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.94% |
340 |
0.00 |
≡ |
Jensen Investment Management |
Add 0.01% |
380 |
0.00 |
≡ |
Dodge & Cox |
Reduce 0.24% |
4,000 |
0.00 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.45% |
21,960 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.52% |
36,680 |
0.02 |
≡ |
Torray Funds |
Reduce 2.42% |
8,160 |
0.05 |
≡ |
Michael Burry - Scion Asset Management |
Reduce 6.25% |
10,000 |
0.60 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 21.10% |
330,340 |
1.42 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 54.56% |
4,698,380 |
1.81 |
Q4  2018 |
≡ |
Chris Hohn - TCI Fund Management |
Add 13.14% |
1,000,000 |
0.26 |
≡ |
Jensen Investment Management |
Add 2.06% |
89,340 |
0.07 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 1.52% |
73,300 |
0.04 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 1.29% |
77,680 |
0.21 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 1.09% |
27,600 |
0.03 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.75% |
53,020 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.77% |
880 |
0.01 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 1.02% |
29,720 |
0.05 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.10% |
1,160 |
0.00 |
≡ |
Torray Funds |
Reduce 3.51% |
12,300 |
0.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 8.67% |
148,640 |
0.52 |
≡ |
Harry Burn - Sound Shore |
Reduce 15.37% |
130,000 |
0.42 |
≡ |
Leon Cooperman |
Reduce 36.64% |
952,720 |
4.86 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
1,460,000 |
1.53 |
Q3  2018 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 3.51% |
85,700 |
0.09 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.96% |
1,100 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 1.89% |
116,140 |
0.30 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.22% |
65,980 |
0.10 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.32% |
474,680 |
0.32 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 10.46% |
200,280 |
0.61 |
≡ |
Harry Burn - Sound Shore |
Reduce 12.00% |
115,300 |
0.36 |
≡ |
Leon Cooperman |
Reduce 15.98% |
494,500 |
1.29 |
Q2  2018 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 14.12% |
760,680 |
1.76 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 5.04% |
117,000 |
0.12 |
≡ |
Harry Burn - Sound Shore |
Add 4.42% |
40,700 |
0.12 |
≡ |
David Abrams - Abrams Capital Management |
Buy |
2,482,340 |
3.90 |
≡ |
Leon Cooperman |
Reduce 1.09% |
34,200 |
0.07 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.78% |
215,020 |
0.13 |
≡ |
Dodge & Cox |
Reduce 5.71% |
100,000 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 10.65% |
228,240 |
0.65 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
11,500,000 |
4.72 |
Q1  2018 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 11.64% |
561,580 |
1.28 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 9.50% |
418,500 |
0.19 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 6.06% |
132,860 |
0.13 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
1,460,000 |
1.32 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.01% |
360 |
0.00 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 1.30% |
100,000 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 1.32% |
1,540 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.01% |
158,620 |
0.09 |
≡ |
Leon Cooperman |
Reduce 3.69% |
120,000 |
0.23 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 9.92% |
4,120 |
0.00 |
≡ |
Daniel Loeb - Third Point |
Reduce 16.67% |
2,300,000 |
0.94 |
≡ |
Dodge & Cox |
Reduce 25.53% |
600,000 |
0.04 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 27.04% |
794,100 |
1.89 |
Q4  2017 |
≡ |
Daniel Loeb - Third Point |
Add 119.05% |
7,500,000 |
2.93 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
4,826,180 |
10.84 |
≡ |
Chris Hohn - TCI Fund Management |
Buy |
7,712,000 |
2.52 |
≡ |
Dodge & Cox |
Reduce 0.51% |
12,000 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.95% |
400 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.54% |
552,320 |
0.34 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 23.91% |
922,780 |
1.97 |
Q3  2017 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 10.05% |
200,000 |
0.19 |
≡ |
Leon Cooperman |
Add 2.27% |
72,000 |
0.14 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.24% |
100 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.99% |
259,840 |
0.15 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 10.11% |
433,960 |
0.72 |
≡ |
Dodge & Cox |
Reduce 20.26% |
600,000 |
0.04 |
≡ |
Daniel Loeb - Third Point |
Reduce 45.22% |
5,200,000 |
2.13 |
Q2  2017 |
≡ |
Daniel Loeb - Third Point |
Add 26.37% |
2,400,000 |
0.99 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 16.00% |
5,800 |
0.00 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 15.02% |
260,000 |
0.25 |
≡ |
Bill Miller - Miller Value Partners |
Buy |
12,000 |
0.03 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 4.02% |
364,120 |
0.21 |
≡ |
Harry Burn - Sound Shore |
Reduce 21.12% |
246,500 |
0.58 |
≡ |
Dodge & Cox |
Reduce 27.08% |
1,100,000 |
0.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 28.12% |
1,679,400 |
2.39 |
Q1  2017 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 17.68% |
260,000 |
0.24 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 15.27% |
4,800 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Add 15.04% |
780,860 |
0.85 |
≡ |
Leon Cooperman |
Add 13.95% |
388,800 |
0.67 |
≡ |
Daniel Loeb - Third Point |
Add 7.06% |
600,000 |
0.25 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.70% |
63,720 |
0.03 |
≡ |
Harry Burn - Sound Shore |
Reduce 7.31% |
92,000 |
0.20 |
Q4  2016 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 19.50% |
240,000 |
0.22 |
≡ |
Harry Burn - Sound Shore |
Add 4.75% |
57,100 |
0.12 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.95% |
300 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 3.08% |
289,800 |
0.16 |