Q3  2021 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 729.92% |
4,913,199 |
1.28 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
450,109 |
0.96 |
≡ |
Bill Miller - Miller Value Partners |
Add 8.82% |
51,281 |
0.26 |
≡ |
Polen Capital Management |
Reduce 66.07% |
936,564 |
0.25 |
≡ |
First Eagle Investment Management |
Add 35.38% |
603,958 |
0.23 |
≡ |
David Tepper - Appaloosa Management |
Reduce 10.26% |
60,000 |
0.21 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 8.98% |
131,399 |
0.18 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Buy |
35,800 |
0.17 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
4,976 |
0.04 |
Q2  2021 |
≡ |
Mohnish Pabrai - Pabrai Investments |
Add 53.23% |
89,878 |
7.34 |
≡ |
Guy Spier - Aquamarine Capital |
Buy |
47,500 |
5.05 |
≡ |
David Tepper - Appaloosa Management |
Reduce 48.68% |
555,000 |
2.61 |
≡ |
Greg Alexander - Conifer Management |
Reduce 5.71% |
84,845 |
1.30 |
≡ |
Bill Miller - Miller Value Partners |
Add 39.62% |
164,996 |
0.97 |
≡ |
Triple Frond Partners |
Add 25.79% |
34,950 |
0.86 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Add 33.12% |
13,265 |
0.71 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Add 30.69% |
343,683 |
0.66 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 34.40% |
172,286 |
0.50 |
≡ |
First Eagle Investment Management |
Add 79.32% |
755,081 |
0.43 |
≡ |
Lee Ainslie - Maverick Capital |
Add 41.30% |
131,570 |
0.28 |
≡ |
Christopher Davis - Davis Advisors |
Add 7.02% |
286,221 |
0.27 |
≡ |
Leon Cooperman |
Add 17.65% |
15,000 |
0.19 |
≡ |
Bruce Berkowitz - Fairholme Capital |
Buy |
10,580 |
0.19 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 5.77% |
258,384 |
0.11 |
≡ |
Polen Capital Management |
Add 3.95% |
53,831 |
0.02 |
Q1  2021 |
≡ |
Charlie Munger - Daily Journal Corp. |
Buy |
165,320 |
19.02 |
≡ |
Mohnish Pabrai - Pabrai Investments |
Buy |
168,843 |
14.61 |
≡ |
Greg Alexander - Conifer Management |
Add 147.47% |
884,845 |
12.33 |
≡ |
Triple Frond Partners |
Buy |
135,500 |
3.81 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
1,400,000 |
2.51 |
≡ |
David Tepper - Appaloosa Management |
Reduce 40.00% |
760,000 |
2.47 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Buy |
1,119,994 |
2.32 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 65.71% |
610,517 |
1.30 |
≡ |
Leon Cooperman |
Buy |
85,000 |
1.20 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Add 53.26% |
13,920 |
0.78 |
≡ |
Christopher Davis - Davis Advisors |
Add 19.30% |
660,077 |
0.66 |
≡ |
First Eagle Investment Management |
Buy |
951,926 |
0.57 |
≡ |
Bill Miller - Miller Value Partners |
Add 5.66% |
22,298 |
0.14 |
≡ |
Polen Capital Management |
Add 12.20% |
148,304 |
0.08 |
Q4  2020 |
≡ |
Greg Alexander - Conifer Management |
Buy |
600,000 |
8.47 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
2,143,007 |
3.89 |
≡ |
Daniel Loeb - Third Point |
Reduce 44.55% |
1,125,000 |
2.02 |
≡ |
Tweedy Browne Co. - Tweedy Browne Value Fund |
Buy |
26,135 |
1.54 |
≡ |
David Tepper - Appaloosa Management |
Reduce 14.41% |
320,000 |
1.11 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
552,383 |
0.74 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 54.25% |
176,138 |
0.56 |
≡ |
Lee Ainslie - Maverick Capital |
Add 15.38% |
123,817 |
0.46 |
≡ |
Bill Miller - Miller Value Partners |
Add 7.87% |
28,747 |
0.22 |
≡ |
Polen Capital Management |
Add 26.49% |
254,552 |
0.14 |
≡ |
Christopher Davis - Davis Advisors |
Add 2.65% |
88,233 |
0.10 |
Q3  2020 |
≡ |
David Tepper - Appaloosa Management |
Reduce 34.22% |
1,155,000 |
6.00 |
≡ |
John Armitage - Egerton Capital |
Reduce 50.23% |
2,163,244 |
3.93 |
≡ |
Howard Marks - Oaktree Capital Management |
Sell 100.00% |
282,547 |
1.66 |
≡ |
Daniel Loeb - Third Point |
Add 26.25% |
525,000 |
1.55 |
≡ |
Bill Miller - Miller Value Partners |
Add 19.17% |
58,789 |
0.68 |
≡ |
Viking Global Investors |
Sell 100.00% |
695,536 |
0.65 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 6.77% |
242,061 |
0.40 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 4.98% |
42,238 |
0.23 |
≡ |
Polen Capital Management |
Add 32.40% |
235,113 |
0.19 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 1.18% |
3,866 |
0.02 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 0.30% |
13,600 |
0.01 |
Q2  2020 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
6,336,587 |
7.50 |
≡ |
Daniel Loeb - Third Point |
Buy |
2,000,000 |
5.92 |
≡ |
Li Lu - Himalaya Capital Management |
Sell 100.00% |
175,000 |
4.77 |
≡ |
David Tepper - Appaloosa Management |
Add 49.01% |
1,110,000 |
4.16 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 43.42% |
650,307 |
2.95 |
≡ |
John Armitage - Egerton Capital |
Add 66.64% |
1,722,018 |
2.76 |
≡ |
Viking Global Investors |
Buy |
695,536 |
0.65 |
≡ |
Howard Marks - Oaktree Capital Management |
Reduce 27.68% |
108,134 |
0.64 |
≡ |
Polen Capital Management |
Add 42.86% |
217,707 |
0.14 |
≡ |
Bill Miller - Miller Value Partners |
Add 0.84% |
2,550 |
0.02 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.20% |
7,118 |
0.01 |
Q1  2020 |
≡ |
Greg Alexander - Conifer Management |
Sell 100.00% |
1,600,000 |
16.24 |
≡ |
John Armitage - Egerton Capital |
Reduce 49.90% |
2,573,954 |
5.17 |
≡ |
Li Lu - Himalaya Capital Management |
Buy |
175,000 |
4.77 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 21.76% |
416,565 |
1.71 |
≡ |
Howard Marks - Oaktree Capital Management |
Add 141.19% |
228,699 |
1.59 |
≡ |
Chase Coleman - Tiger Global Management |
Add 27.76% |
976,000 |
1.14 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.63% |
135,000 |
0.80 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 12.46% |
509,626 |
0.67 |
≡ |
Bill & Melinda Gates Foundation Trust |
Buy |
552,383 |
0.62 |
≡ |
Viking Global Investors |
Sell 100.00% |
328,938 |
0.33 |
≡ |
Bill Miller - Miller Value Partners |
Add 4.60% |
13,380 |
0.17 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 1.55% |
96,801 |
0.11 |
≡ |
Polen Capital Management |
Add 28.13% |
111,530 |
0.09 |
Q4  2019 |
≡ |
David Tepper - Appaloosa Management |
Add 84.62% |
1,100,000 |
6.01 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 54.81% |
4,264,600 |
4.99 |
≡ |
Viking Global Investors |
Reduce 85.08% |
1,876,330 |
1.88 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 14.44% |
1,052,776 |
1.20 |
≡ |
Howard Marks - Oaktree Capital Management |
Buy |
161,982 |
0.86 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
328,555 |
0.76 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 8.93% |
187,776 |
0.58 |
≡ |
John Armitage - Egerton Capital |
Reduce 6.76% |
374,136 |
0.57 |
≡ |
Bill Miller - Miller Value Partners |
Add 11.90% |
30,925 |
0.24 |
≡ |
Polen Capital Management |
Add 35.90% |
104,733 |
0.09 |
Q3  2019 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
50,000 |
9.06 |
≡ |
David Tepper - Appaloosa Management |
Buy |
1,300,000 |
6.60 |
≡ |
Chase Coleman - Tiger Global Management |
Add 79.71% |
3,451,017 |
3.06 |
≡ |
Viking Global Investors |
Add 275.51% |
1,618,000 |
1.41 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 24.11% |
1,416,900 |
1.39 |