Q4  2020 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 5.63% |
800 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 5.28% |
182 |
0.00 |
≡ |
Chase Coleman - Tiger Global Management |
Add 4.19% |
478,000 |
0.27 |
≡ |
Polen Capital Management |
Add 2.95% |
434,777 |
0.22 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.39% |
49 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 1.20% |
142,879 |
0.11 |
≡ |
Jensen Investment Management |
Add 0.43% |
16,532 |
0.03 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.40% |
667 |
0.03 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.02% |
100 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.44% |
2,938 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.67% |
20,038 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 1.99% |
127,999 |
0.10 |
≡ |
Yacktman Asset Management |
Reduce 2.23% |
42,030 |
0.12 |
≡ |
Torray Funds |
Reduce 3.74% |
1,627 |
0.06 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 3.74% |
18,010 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 8.15% |
13,098 |
0.43 |
≡ |
Dodge & Cox |
Reduce 8.46% |
731,500 |
0.23 |
≡ |
Triple Frond Partners |
Reduce 34.03% |
129,000 |
3.50 |
≡ |
Steven Romick - FPA Crescent Fund |
Sell 100.00% |
744,724 |
2.34 |
Q3  2020 |
≡ |
Viking Global Investors |
Add 122.52% |
4,546,346 |
3.45 |
≡ |
David Rolfe - Wedgewood Partners |
Add 97.67% |
79,400 |
2.64 |
≡ |
David Tepper - Appaloosa Management |
Add 9.01% |
25,000 |
0.09 |
≡ |
Chase Coleman - Tiger Global Management |
Add 3.66% |
402,583 |
0.24 |
≡ |
Mairs & Power Growth Fund |
Add 3.65% |
50,000 |
0.24 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 3.30% |
205,700 |
0.19 |
≡ |
Triple Frond Partners |
Buy |
379,050 |
6.76 |
≡ |
Daniel Loeb - Third Point |
Buy |
1,100,000 |
2.32 |
≡ |
John Armitage - Egerton Capital |
Reduce 0.20% |
8,153 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.21% |
25,399 |
0.02 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 0.98% |
140,941 |
0.11 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.08% |
7,316 |
0.01 |
≡ |
Torray Funds |
Reduce 1.33% |
587 |
0.02 |
≡ |
Yacktman Asset Management |
Reduce 3.38% |
65,890 |
0.21 |
≡ |
Jensen Investment Management |
Reduce 6.39% |
260,983 |
0.49 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 6.58% |
1,000 |
0.04 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 7.13% |
12,658 |
0.52 |
≡ |
First Eagle Investment Management |
Reduce 13.03% |
449,992 |
0.28 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 14.21% |
79,854 |
0.09 |
≡ |
Dodge & Cox |
Reduce 16.32% |
1,685,900 |
0.59 |
≡ |
Polen Capital Management |
Reduce 16.62% |
2,934,455 |
1.65 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 16.95% |
246,274 |
0.96 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 21.13% |
199,494 |
0.63 |
Q2  2020 |
≡ |
David Tepper - Appaloosa Management |
Add 208.33% |
187,500 |
0.66 |
≡ |
Lee Ainslie - Maverick Capital |
Add 16.48% |
205,515 |
0.88 |
≡ |
Polen Capital Management |
Add 10.03% |
1,609,874 |
0.99 |
≡ |
Mairs & Power Growth Fund |
Add 9.60% |
120,000 |
0.59 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 5.25% |
310,868 |
0.33 |
≡ |
Chris Hohn - TCI Fund Management |
Add 3.28% |
458,722 |
0.37 |
≡ |
Chase Coleman - Tiger Global Management |
Add 2.01% |
217,367 |
0.17 |
≡ |
John Armitage - Egerton Capital |
Add 1.42% |
57,306 |
0.09 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 1.03% |
6,907 |
0.01 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
3,529 |
0.07 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.15% |
18,063 |
0.02 |
≡ |
Torray Funds |
Reduce 0.61% |
269 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 2.42% |
13,910 |
0.02 |
≡ |
Jensen Investment Management |
Reduce 3.16% |
133,558 |
0.26 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 3.16% |
2,653 |
0.09 |
≡ |
First Eagle Investment Management |
Reduce 3.20% |
114,239 |
0.07 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.48% |
6,408 |
0.25 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 4.17% |
150 |
0.00 |
≡ |
Dodge & Cox |
Reduce 10.24% |
1,178,500 |
0.40 |
≡ |
Yacktman Asset Management |
Reduce 16.91% |
397,237 |
1.29 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 23.39% |
288,333 |
0.83 |
≡ |
Viking Global Investors |
Reduce 24.28% |
1,189,664 |
1.05 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 26.21% |
5,400 |
0.21 |
≡ |
Harry Burn - Sound Shore |
Sell 100.00% |
157,850 |
2.68 |
Q1  2020 |
≡ |
David Katz - Matrix Asset Advisors |
Add 925.14% |
166,063 |
5.97 |
≡ |
Viking Global Investors |
Add 257.74% |
3,530,518 |
2.90 |
≡ |
Lee Ainslie - Maverick Capital |
Add 103.35% |
633,838 |
2.11 |
≡ |
Chris Hohn - TCI Fund Management |
Add 31.06% |
3,316,986 |
2.48 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 16.86% |
854,877 |
0.82 |
≡ |
Mairs & Power Growth Fund |
Add 11.11% |
125,000 |
0.55 |
≡ |
Polen Capital Management |
Add 2.87% |
448,311 |
0.31 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.84% |
4,000 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Buy |
83,949 |
2.51 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Buy |
667,460 |
1.16 |
≡ |
David Tepper - Appaloosa Management |
Buy |
90,000 |
0.43 |
≡ |
Torray Funds |
Reduce 0.39% |
172 |
0.01 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 0.82% |
89,316 |
0.08 |
≡ |
First Eagle Investment Management |
Reduce 1.31% |
47,401 |
0.03 |
≡ |
Terry Smith - Fundsmith |
Reduce 1.79% |
217,608 |
0.19 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.71% |
100 |
0.00 |
≡ |
Jensen Investment Management |
Reduce 5.64% |
252,402 |
0.45 |
≡ |
Yacktman Asset Management |
Reduce 10.05% |
262,372 |
0.69 |
≡ |
Harry Burn - Sound Shore |
Reduce 22.41% |
45,600 |
0.77 |
≡ |
John Armitage - Egerton Capital |
Reduce 24.42% |
1,304,050 |
2.13 |
≡ |
Dodge & Cox |
Reduce 25.13% |
3,862,000 |
1.20 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 25.89% |
430,653 |
1.01 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 37.58% |
12,400 |
0.43 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 53.49% |
662,101 |
0.71 |
Q4  2019 |
≡ |
Hillman Value Fund |
Add 21.43% |
3,000 |
0.53 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 2.47% |
11,420 |
0.03 |
≡ |
Terry Smith - Fundsmith |
Add 0.01% |
883 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.45% |
450 |
0.13 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.64% |
100 |
0.00 |
≡ |
Polen Capital Management |
Reduce 3.56% |
576,663 |
0.36 |
≡ |
Jensen Investment Management |
Reduce 4.20% |
196,209 |
0.31 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 5.11% |
89,531 |
0.15 |
≡ |
John Armitage - Egerton Capital |
Reduce 5.17% |
290,810 |
0.33 |
≡ |
Harry Burn - Sound Shore |
Reduce 12.04% |
27,850 |
0.30 |