Q4  2016 |
≡ |
Dodge & Cox |
Reduce 4.69% |
200,000 |
0.01 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 8.01% |
258,520 |
0.28 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 12.70% |
755,080 |
0.73 |
≡ |
Leon Cooperman |
Reduce 13.50% |
435,220 |
0.76 |
≡ |
Daniel Loeb - Third Point |
Reduce 22.73% |
2,500,000 |
0.97 |
Q3  2016 |
≡ |
Daniel Loeb - Third Point |
Add 37.50% |
3,000,000 |
1.05 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 33.67% |
310,000 |
0.31 |
≡ |
David Rolfe - Wedgewood Partners |
Add 10.76% |
577,720 |
0.49 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.41% |
39,200 |
0.02 |
≡ |
Dodge & Cox |
Reduce 2.29% |
100,000 |
0.01 |
≡ |
Harry Burn - Sound Shore |
Reduce 7.47% |
97,000 |
0.22 |
≡ |
Leon Cooperman |
Reduce 38.69% |
2,034,260 |
2.52 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
3,300,160 |
0.54 |
Q2  2016 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 29.55% |
210,000 |
0.19 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 3.79% |
1,160 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.66% |
258,720 |
0.15 |
≡ |
Leon Cooperman |
Reduce 4.96% |
274,600 |
0.27 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 7.89% |
460,180 |
0.33 |
≡ |
Dodge & Cox |
Reduce 20.14% |
1,100,000 |
0.07 |
≡ |
Daniel Loeb - Third Point |
Reduce 42.86% |
6,000,000 |
2.03 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 74.45% |
9,617,020 |
1.57 |
Q1  2016 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 59.75% |
4,831,240 |
0.94 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 24.53% |
140,000 |
0.14 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 20.58% |
5,220 |
0.00 |
≡ |
Daniel Loeb - Third Point |
Buy |
14,000,000 |
5.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 3.76% |
379,960 |
0.25 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.24% |
388,320 |
0.27 |
≡ |
Leon Cooperman |
Reduce 35.32% |
3,020,400 |
3.10 |
≡ |
Dodge & Cox |
Reduce 59.28% |
7,952,000 |
0.57 |
Q4  2015 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 128.25% |
320,620 |
0.33 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Buy |
10,097,900 |
7.39 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
8,085,940 |
1.40 |
≡ |
Harry Burn - Sound Shore |
Reduce 9.29% |
133,100 |
0.28 |
≡ |
Leon Cooperman |
Reduce 11.42% |
1,102,600 |
0.95 |
≡ |
Dodge & Cox |
Reduce 15.66% |
2,490,000 |
0.18 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 23.32% |
1,890,900 |
1.26 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Sell 100.00% |
360,000 |
1.40 |
Q3  2015 |
≡ |
Leon Cooperman |
Add 125.94% |
5,381,800 |
3.47 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2.84% |
700 |
0.00 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 0.12% |
5,260 |
0.00 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.00% |
160 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.33% |
547,720 |
0.25 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 21.74% |
100,000 |
0.39 |
≡ |
Bill Nygren - Oakmark Select Fund |
Sell 100.00% |
13,060,000 |
5.85 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Sell 100.00% |
9,947,400 |
5.36 |
Q2  2015 |
≡ |
David Rolfe - Wedgewood Partners |
Add 27.83% |
1,884,800 |
0.68 |
≡ |
Leon Cooperman |
Buy |
4,273,180 |
1.86 |
≡ |
Harry Burn - Sound Shore |
Reduce 1.24% |
18,000 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 3.08% |
316,000 |
0.17 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
6,848,740 |
4.52 |
Q1  2015 |
≡ |
Harry Burn - Sound Shore |
Add 37.05% |
392,000 |
0.48 |
≡ |
David Rolfe - Wedgewood Partners |
Add 8.61% |
536,960 |
0.20 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 6.18% |
760,000 |
0.34 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.99% |
480 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.19% |
20,000 |
0.01 |
≡ |
David Tepper - Appaloosa Management |
Reduce 7.37% |
545,000 |
0.36 |
Q4  2014 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 36.76% |
6,500 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Add 29.54% |
1,422,020 |
0.51 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 14.95% |
1,600,000 |
0.67 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 2.00% |
86,280 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.42% |
43,280 |
0.02 |
≡ |
Harry Burn - Sound Shore |
Reduce 3.99% |
44,000 |
0.05 |
≡ |
David Tepper - Appaloosa Management |
Reduce 16.41% |
1,451,440 |
0.96 |
Q3  2014 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 34.42% |
2,740,000 |
1.40 |
≡ |
David Rolfe - Wedgewood Partners |
Add 9.02% |
398,040 |
0.19 |
≡ |
Dodge & Cox |
Add 3.53% |
542,000 |
0.03 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.25% |
8,080 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.85% |
88,000 |
0.06 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 13.84% |
2,840 |
0.00 |
Q2  2014 |
≡ |
Harry Burn - Sound Shore |
Add 34.39% |
282,000 |
0.35 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 27.24% |
2,211,200 |
1.50 |
≡ |
David Rolfe - Wedgewood Partners |
Add 11.41% |
452,160 |
0.23 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.98% |
200 |
0.00 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
7,960,000 |
4.45 |
≡ |
David Tepper - Appaloosa Management |
Reduce 0.00% |
20 |
0.00 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.09% |
3,000 |
0.00 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
4,200,000 |
3.68 |
Q1  2014 |
≡ |
David Tepper - Appaloosa Management |
Add 86.84% |
4,111,000 |
3.99 |
≡ |
Daniel Loeb - Third Point |
Add 31.25% |
1,000,000 |
0.88 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.49% |
40,280 |
0.05 |
≡ |
Dodge & Cox |
Reduce 1.08% |
168,000 |
0.02 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 15.74% |
806,000 |
0.52 |
≡ |
Harry Burn - Sound Shore |
Reduce 17.42% |
173,000 |
0.44 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 20.14% |
999,300 |
1.03 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 23.33% |
140,000 |
0.95 |
Q4  2013 |
≡ |
David Tepper - Appaloosa Management |
Add 63.35% |
1,836,000 |
2.04 |
≡ |
Daniel Loeb - Third Point |
Add 45.45% |
1,000,000 |
1.06 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 5.04% |
12,000 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Add 4.48% |
212,620 |
0.25 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.15% |
11,980 |
0.02 |
≡ |
Dodge & Cox |
Reduce 1.27% |
200,000 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.93% |
400 |
0.00 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 14.29% |
100,000 |
0.69 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Reduce 49.80% |
122,000 |
1.22 |
≡ |
Richard Pzena - Hancock Classic Value |
Sell 100.00% |
1,081,500 |
2.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
8,155,680 |
1.70 |
Q3  2013 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 27.96% |
52,000 |
0.08 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 15.50% |
2,780 |
0.00 |
≡ |
David Rolfe - Wedgewood Partners |
Add 11.13% |
475,540 |
0.50 |
≡ |
Daniel Loeb - Third Point |
Buy |
2,200,000 |
2.36 |