Q2  2019 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 1.54% |
53,087 |
0.11 |
≡ |
Torray Funds |
Reduce 1.81% |
7,793 |
0.03 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 89.17% |
810,598 |
2.72 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
2,324,830 |
1.32 |
Q1  2019 |
≡ |
Mairs & Power Growth Fund |
Add 15.79% |
90,000 |
0.09 |
≡ |
Francois Rochon - Giverny Capital |
Add 10.95% |
72,778 |
0.36 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 2.86% |
15,000 |
0.09 |
≡ |
Dodge & Cox |
Reduce 0.20% |
96,700 |
0.01 |
≡ |
Torray Funds |
Reduce 1.80% |
7,901 |
0.04 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 42.25% |
2,529,765 |
5.44 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 46.23% |
781,645 |
2.44 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 69.50% |
5,298,303 |
3.01 |
Q4  2018 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 59.09% |
195,000 |
1.24 |
≡ |
Lee Ainslie - Maverick Capital |
Add 52.82% |
2,634,961 |
1.61 |
≡ |
Francois Rochon - Giverny Capital |
Add 31.26% |
158,217 |
0.87 |
≡ |
Mairs & Power Growth Fund |
Add 31.03% |
135,000 |
0.14 |
≡ |
David Rolfe - Wedgewood Partners |
Add 10.96% |
167,009 |
0.46 |
≡ |
Torray Funds |
Add 3.28% |
13,919 |
0.07 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 2.54% |
148,449 |
0.31 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 1.02% |
32,521 |
0.04 |
≡ |
Triple Frond Partners |
Reduce 4.01% |
109,654 |
0.56 |
Q3  2018 |
≡ |
Lee Ainslie - Maverick Capital |
Add 19.69% |
820,477 |
0.50 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.01% |
100 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 0.01% |
711 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
506,129 |
2.82 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Buy |
330,000 |
2.19 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.16% |
70,036 |
0.09 |
≡ |
Mairs & Power Growth Fund |
Reduce 3.33% |
15,000 |
0.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.82% |
94,240 |
0.23 |
Q2  2018 |
≡ |
Mairs & Power Growth Fund |
Add 36.36% |
120,000 |
0.14 |
≡ |
Lee Ainslie - Maverick Capital |
Add 22.28% |
759,436 |
0.45 |
≡ |
David Rolfe - Wedgewood Partners |
Add 6.74% |
102,170 |
0.26 |
≡ |
Triple Frond Partners |
Reduce 0.01% |
300 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 0.63% |
36,923 |
0.08 |
≡ |
Dodge & Cox |
Reduce 10.67% |
5,688,000 |
0.42 |
Q1  2018 |
≡ |
Triple Frond Partners |
Add 9.50% |
237,565 |
1.39 |
≡ |
Lee Ainslie - Maverick Capital |
Add 8.19% |
257,900 |
0.17 |
≡ |
Mairs & Power Growth Fund |
Buy |
330,000 |
0.40 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.01% |
394 |
0.00 |
≡ |
Dodge & Cox |
Reduce 1.02% |
550,000 |
0.04 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 7.04% |
444,639 |
1.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 12.58% |
218,183 |
0.52 |
Q4  2017 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
3,150,359 |
2.04 |
≡ |
Dodge & Cox |
Reduce 1.66% |
909,000 |
0.07 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 11.52% |
823,096 |
1.80 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 25.51% |
593,873 |
1.23 |
Q3  2017 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 2.18% |
159,283 |
0.34 |
≡ |
Dodge & Cox |
Reduce 6.99% |
4,115,600 |
0.27 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 16.77% |
469,099 |
0.70 |
Q2  2017 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 4.57% |
349,347 |
0.66 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 23.12% |
841,178 |
1.11 |
Q1  2017 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 6.74% |
553,078 |
1.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 19.76% |
896,108 |
0.94 |
≡ |
David Katz - Matrix Asset Advisors |
Sell 100.00% |
23,000 |
1.54 |
Q4  2016 |
≡ |
Dodge & Cox |
Reduce 4.84% |
2,996,800 |
0.20 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 7.96% |
280,857 |
0.31 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 10.49% |
961,949 |
1.81 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 13.64% |
715,949 |
0.69 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 62.90% |
39,000 |
2.61 |
Q3  2016 |
≡ |
David Katz - Matrix Asset Advisors |
Add 1.14% |
700 |
0.04 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 1.43% |
133,098 |
0.20 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.04% |
278,416 |
0.18 |
Q2  2016 |
≡ |
David Katz - Matrix Asset Advisors |
Add 9.46% |
5,300 |
0.24 |
≡ |
Ruane Cunniff - Sequoia Fund |
Buy |
3,527,173 |
2.19 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 2.66% |
254,431 |
0.36 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 3.78% |
217,363 |
0.11 |
Q1  2016 |
≡ |
David Katz - Matrix Asset Advisors |
Add 348.00% |
43,500 |
2.16 |
≡ |
David Rolfe - Wedgewood Partners |
Buy |
5,745,873 |
2.92 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 0.50% |
47,639 |
0.07 |
Q4  2015 |
≡ |
Dodge & Cox |
Add 5.69% |
3,328,500 |
0.20 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 5.23% |
477,100 |
0.62 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
13,396,145 |
1.71 |
Q3  2015 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 1689.68% |
12,647,625 |
1.61 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 4.16% |
364,550 |
0.33 |
≡ |
Dodge & Cox |
Add 0.74% |
430,000 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 47.92% |
11,500 |
0.50 |
Q2  2015 |
≡ |
Dodge & Cox |
Add 0.52% |
300,000 |
0.02 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
748,520 |
0.11 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 4.70% |
431,836 |
0.41 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 10.45% |
2,800 |
0.12 |
Q1  2015 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 8.47% |
717,521 |
0.68 |
≡ |
Dodge & Cox |
Add 2.12% |
1,200,000 |
0.06 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 2.90% |
800 |
0.03 |
Q4  2014 |
≡ |
Dodge & Cox |
Add 1.91% |
1,059,533 |
0.05 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 1.57% |
130,658 |
0.14 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.78% |
500 |
0.02 |
Q3  2014 |
≡ |
Dodge & Cox |
Add 1.98% |
1,078,767 |
0.05 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 0.04% |
3,228 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 35.84% |
15,700 |
0.62 |
Q2  2014 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 15.79% |
1,138,348 |
1.24 |
≡ |
Dodge & Cox |
Add 1.87% |
1,000,000 |
0.05 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 6.81% |
3,200 |
0.11 |
≡ |
Harry Burn - Sound Shore |
Sell 100.00% |
1,108,200 |
1.38 |
≡ |
Robert Olstein - Olstein Capital Management |
Sell 100.00% |
55,000 |
0.24 |
Q1  2014 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 5.73% |
57,300 |
0.05 |
≡ |
Dodge & Cox |
Reduce 1.09% |
586,600 |
0.03 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 9.37% |
745,336 |
0.82 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 27.69% |
18,000 |
0.60 |
≡ |
Harry Burn - Sound Shore |
Reduce 35.34% |
605,700 |
0.75 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 50.45% |
56,000 |
0.24 |