Q1  2024 |
≡ |
Hillman Value Fund |
Add 6.05% |
2,569 |
0.16 |
Q4  2023 |
≡ |
Lee Ainslie - Maverick Capital |
Add 30.60% |
5,506 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 19.33% |
45,262 |
0.30 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.90% |
200 |
0.00 |
≡ |
Torray Funds |
Add 0.22% |
389 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 0.09% |
20 |
0.00 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
35,000 |
5.17 |
≡ |
Viking Global Investors |
Buy |
3,293,461 |
1.69 |
≡ |
Chris Hohn - TCI Fund Management |
Buy |
157,400 |
0.06 |
Q3  2023 |
≡ |
Bill Ackman - Pershing Square Capital Management |
Add 99.31% |
2,169,824 |
2.71 |
≡ |
Chase Coleman - Tiger Global Management |
Add 39.96% |
1,523,200 |
1.47 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 17.69% |
34,485 |
1.62 |
≡ |
David Katz - Matrix Asset Advisors |
Add 9.11% |
210 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.04% |
11,236 |
0.08 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 4.20% |
900 |
0.00 |
≡ |
Jensen Investment Management |
Add 2.66% |
166,590 |
0.17 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 1.38% |
8,587 |
0.07 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.91% |
5,000 |
0.01 |
≡ |
Dodge & Cox |
Add 0.55% |
52,600 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
3,113,001 |
3.93 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
38,400 |
0.01 |
Q2  2023 |
≡ |
Samantha McLemore - Patient Capital Management |
Add 775.14% |
551,903 |
3.68 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 7.93% |
1,574 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 6.39% |
263,218 |
0.22 |
≡ |
Francois Rochon - Giverny Capital |
Add 4.56% |
9,711 |
0.06 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 3.19% |
17,000 |
0.02 |
≡ |
Jensen Investment Management |
Add 1.00% |
62,109 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
22,057 |
0.06 |
Q1  2023 |
≡ |
Chase Coleman - Tiger Global Management |
Add 124.40% |
4,636,774 |
4.37 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 75.48% |
9,931 |
0.03 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 42.90% |
160,000 |
0.21 |
≡ |
Dodge & Cox |
Add 41.24% |
2,850,100 |
0.34 |
≡ |
Bill Nygren - Oakmark Select Fund |
Add 12.00% |
504,020 |
1.16 |
≡ |
David Rolfe - Wedgewood Partners |
Add 11.89% |
37,745 |
0.66 |
≡ |
Lindsell Train |
Add 5.31% |
850 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.35% |
4,897 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.10% |
216 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.60% |
25,525 |
0.02 |
≡ |
First Eagle Investment Management |
Add 0.16% |
5,520 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.02% |
1,885 |
0.00 |
≡ |
Daniel Loeb - Third Point |
Buy |
4,750,000 |
8.06 |
≡ |
Bill Ackman - Pershing Square Capital Management |
Buy |
2,185,000 |
2.22 |
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 |
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 |
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 |
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 |
Q4  2021 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 6.00% |
15,000 |
0.02 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 5.02% |
9,000 |
0.42 |
≡ |
Polen Capital Management |
Add 3.05% |
351,380 |
0.09 |
≡ |
AltaRock Partners |
Add 0.87% |
50,000 |
0.19 |
≡ |
Terry Smith - Fundsmith |
Buy |
8,381,920 |
2.96 |
Q3  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 183.59% |
16,560 |
0.03 |
≡ |
Torray Funds |
Add 58.67% |
58,880 |
1.21 |
≡ |
Daniel Loeb - Third Point |
Add 6.00% |
240,000 |
0.18 |
≡ |
David Katz - Matrix Asset Advisors |
Add 3.51% |
80 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.33% |
6,080 |
0.05 |