Q4  2019 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.62% |
5,025 |
0.09 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.60% |
5,650 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.47% |
30,116 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.51% |
7,569 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.09% |
55,387 |
0.10 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 9.09% |
17,500 |
0.40 |
≡ |
Triple Frond Partners |
Reduce 9.44% |
57,300 |
0.93 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 29.14% |
166,651 |
3.17 |
≡ |
Torray Funds |
Reduce 75.37% |
102,781 |
3.34 |
Q3  2019 |
≡ |
Chris Hohn - TCI Fund Management |
Add 36.02% |
313,442 |
0.28 |
≡ |
Terry Smith - Fundsmith |
Add 5.26% |
322,102 |
0.28 |
≡ |
Polen Capital Management |
Add 3.61% |
344,623 |
0.27 |
≡ |
Valley Forge Capital Management |
Add 2.99% |
14,000 |
0.54 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 1.19% |
11,200 |
0.03 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.08% |
234 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.62% |
16,604 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.03% |
10,414 |
0.01 |
≡ |
AKO Capital |
Reduce 2.89% |
36,515 |
0.15 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 3.70% |
1,000 |
0.03 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 3.75% |
7,500 |
0.17 |
≡ |
Torray Funds |
Reduce 5.31% |
7,651 |
0.14 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.87% |
35,656 |
0.54 |
≡ |
AltaRock Partners |
Reduce 10.97% |
31,000 |
0.46 |
≡ |
Viking Global Investors |
Reduce 35.24% |
136,494 |
0.12 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 82.16% |
25,371 |
0.05 |
Q2  2019 |
≡ |
Terry Smith - Fundsmith |
Add 5.77% |
334,127 |
0.30 |
≡ |
Polen Capital Management |
Add 4.62% |
420,808 |
0.35 |
≡ |
AKO Capital |
Add 4.60% |
55,692 |
0.25 |
≡ |
Valley Forge Capital Management |
Add 4.22% |
19,000 |
0.78 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.40% |
7,262 |
0.13 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.70% |
6,500 |
0.02 |
≡ |
Chris Hohn - TCI Fund Management |
Buy |
870,100 |
0.81 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.38% |
7,176 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.08% |
56,607 |
0.10 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 2.44% |
5,000 |
0.11 |
≡ |
Torray Funds |
Reduce 4.54% |
6,849 |
0.12 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 12.45% |
86,390 |
1.27 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 12.90% |
4,000 |
0.11 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 17.70% |
6,640 |
0.02 |
≡ |
Viking Global Investors |
Reduce 87.40% |
2,687,425 |
2.08 |
Q1  2019 |
≡ |
Mairs & Power Growth Fund |
Add 34.63% |
116,000 |
0.42 |
≡ |
Triple Frond Partners |
Add 6.54% |
37,300 |
0.67 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.59% |
4,743 |
0.08 |
≡ |
Terry Smith - Fundsmith |
Add 1.12% |
64,032 |
0.06 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.65% |
6,000 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.40% |
10,805 |
0.02 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 2.38% |
5,000 |
0.11 |
≡ |
Torray Funds |
Reduce 2.72% |
4,213 |
0.07 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 3.89% |
1,520 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 11.00% |
64,291 |
0.08 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 11.43% |
4,000 |
0.10 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 21.43% |
189,328 |
2.16 |
Q4  2018 |
≡ |
Triple Frond Partners |
Add 14.00% |
70,000 |
1.13 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.70% |
18,985 |
0.03 |
≡ |
Terry Smith - Fundsmith |
Add 0.17% |
9,630 |
0.01 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.15% |
1,400 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 1.60% |
4,836 |
0.08 |
≡ |
Torray Funds |
Reduce 3.47% |
5,582 |
0.09 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 5.21% |
32,111 |
0.04 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 10.00% |
98,134 |
0.86 |
≡ |
Daniel Loeb - Third Point |
Reduce 11.76% |
200,000 |
0.41 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 14.20% |
6,460 |
0.01 |
Q3  2018 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.43% |
4,000 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.07% |
4,136 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.19% |
7,440 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.20% |
179,282 |
0.30 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 7.89% |
3,000 |
0.06 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 9.47% |
102,650 |
0.77 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 11.99% |
41,211 |
0.70 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 95.22% |
905,722 |
1.59 |
Q2  2018 |
≡ |
Mairs & Power Growth Fund |
Add 509.09% |
280,000 |
0.87 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 9.56% |
54,432 |
0.05 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.70% |
5,733 |
0.10 |
≡ |
Daniel Loeb - Third Point |
Buy |
1,700,000 |
1.58 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.74% |
81,669 |
0.12 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 12.47% |
154,395 |
1.03 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 32.14% |
18,000 |
0.32 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 64.61% |
1,736,310 |
2.68 |
Q1  2018 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.00% |
3,362 |
0.05 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 0.67% |
6,100 |
0.01 |
≡ |
Mairs & Power Growth Fund |
Buy |
55,000 |
0.15 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.04% |
1,750 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.84% |
4,811 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.90% |
57,497 |
0.08 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 2.33% |
5,000 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 12.91% |
183,610 |
1.01 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 16.42% |
11,000 |
0.17 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 25.61% |
925,391 |
1.43 |
Q4  2017 |
≡ |
Lee Ainslie - Maverick Capital |
Add 8.21% |
274,169 |
0.39 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 1.29% |
7,340 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.63% |
215,388 |
0.29 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 10.67% |
8,000 |
0.12 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 22.66% |
416,551 |
1.92 |
Q3  2017 |
≡ |
Lee Ainslie - Maverick Capital |
Add 206.24% |
2,248,515 |
3.00 |
≡ |
Thomas Gayner - Markel Asset Management |
Add 1.11% |
10,000 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 0.87% |
4,865 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.70% |
90,191 |
0.11 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 17.47% |
389,181 |
1.40 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 29.91% |
32,000 |
0.44 |
Q2  2017 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 2.18% |
12,015 |
0.01 |