Q2  2022 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 7.76% |
660 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 15.92% |
1,060 |
0.00 |
Q1  2022 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
130,000 |
10.93 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
4,240,000 |
4.29 |
≡ |
AltaRock Partners |
Add 16.21% |
934,680 |
3.31 |
≡ |
Polen Capital Management |
Reduce 69.90% |
8,287,660 |
2.25 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 10.98% |
424,000 |
1.20 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 15.37% |
60,360 |
1.18 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 15.47% |
29,120 |
1.13 |
≡ |
Harry Burn - Sound Shore |
Add 25.65% |
44,400 |
0.54 |
≡ |
Terry Smith - Fundsmith |
Reduce 9.23% |
773,280 |
0.37 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 7.28% |
900,000 |
0.34 |
≡ |
Samantha McLemore - Patient Capital Management |
Reduce 6.65% |
4,900 |
0.27 |
≡ |
Bill & Melinda Gates Foundation Trust |
Sell 100.00% |
431,080 |
0.27 |
≡ |
Torray Funds |
Add 4.65% |
7,220 |
0.16 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 2.84% |
164,760 |
0.16 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 3.78% |
197,600 |
0.14 |
≡ |
Thomas Gayner - Markel Group |
Add 16.98% |
45,000 |
0.07 |
≡ |
Jensen Investment Management |
Add 0.71% |
45,600 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Add 1417.86% |
7,940 |
0.02 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.44% |
10,500 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 41.06% |
4,640 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.50% |
940 |
0.01 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 0.15% |
1,000 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 0.42% |
15,720 |
0.01 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.21% |
240 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.39% |
80 |
0.00 |
Q4  2021 |
≡ |
Terry Smith - Fundsmith |
Buy |
8,381,920 |
2.96 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 15.40% |
122,680 |
0.63 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 5.02% |
9,000 |
0.42 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.93% |
432,320 |
0.41 |
≡ |
Harry Burn - Sound Shore |
Reduce 14.01% |
28,200 |
0.34 |
≡ |
AltaRock Partners |
Add 0.87% |
50,000 |
0.19 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 0.97% |
38,000 |
0.10 |
≡ |
Polen Capital Management |
Add 3.05% |
351,380 |
0.09 |
≡ |
Torray Funds |
Reduce 2.51% |
4,000 |
0.09 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.91% |
3,620 |
0.07 |
≡ |
Jensen Investment Management |
Reduce 0.75% |
48,660 |
0.05 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.74% |
17,840 |
0.04 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 1.15% |
61,040 |
0.04 |
≡ |
First Eagle Investment Management |
Reduce 2.00% |
76,100 |
0.03 |
≡ |
Thomas Gayner - Markel Group |
Add 6.00% |
15,000 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.53% |
1,000 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 97.81% |
25,020 |
0.00 |
Q3  2021 |
≡ |
AltaRock Partners |
Reduce 10.64% |
680,800 |
2.46 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 16.70% |
781,780 |
2.10 |
≡ |
Torray Funds |
Add 58.67% |
58,880 |
1.21 |
≡ |
Jensen Investment Management |
Reduce 13.29% |
996,500 |
1.06 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 11.23% |
50,100 |
0.94 |
≡ |
Viking Global Investors |
Sell 100.00% |
1,092,740 |
0.41 |
≡ |
Daniel Loeb - Third Point |
Add 6.00% |
240,000 |
0.18 |
≡ |
Harry Burn - Sound Shore |
Reduce 6.93% |
15,000 |
0.16 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 3.16% |
26,000 |
0.12 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.65% |
104,840 |
0.10 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 1.26% |
30,800 |
0.06 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.33% |
6,080 |
0.05 |
≡ |
Polen Capital Management |
Add 1.72% |
194,360 |
0.05 |
≡ |
Lee Ainslie - Maverick Capital |
Add 183.59% |
16,560 |
0.03 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 0.77% |
40,980 |
0.03 |
≡ |
First Eagle Investment Management |
Reduce 2.12% |
82,440 |
0.03 |
≡ |
David Katz - Matrix Asset Advisors |
Add 3.51% |
80 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Add 0.18% |
20 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 6.31% |
1,340 |
0.00 |
Q2  2021 |
≡ |
Viking Global Investors |
Reduce 87.97% |
7,994,420 |
3.00 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 11.42% |
23,120 |
0.85 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.11% |
29,060 |
0.51 |
≡ |
Polen Capital Management |
Add 18.46% |
1,762,760 |
0.41 |
≡ |
Jensen Investment Management |
Reduce 3.11% |
240,400 |
0.22 |
≡ |
Daniel Loeb - Third Point |
Reduce 4.76% |
200,000 |
0.14 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 2.97% |
75,000 |
0.12 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.39% |
9,340 |
0.07 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.36% |
87,440 |
0.07 |
≡ |
Bill Miller - Miller Value Partners |
Add 1.68% |
13,560 |
0.04 |
≡ |
Torray Funds |
Reduce 2.43% |
2,500 |
0.04 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.53% |
28,320 |
0.01 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 0.09% |
4,220 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 1.23% |
48,420 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 18.38% |
2,540 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Add 41.38% |
2,640 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.49% |
320 |
0.00 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.72% |
40 |
0.00 |
Q1  2021 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 98.96% |
1,317,100 |
4.77 |
≡ |
Hillman Value Fund |
Buy |
56,000 |
3.43 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 23.39% |
61,780 |
2.67 |
≡ |
Greg Alexander - Conifer Management |
Sell 100.00% |
240,000 |
1.28 |
≡ |
Viking Global Investors |
Reduce 26.69% |
3,308,660 |
1.02 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 18.95% |
590,280 |
0.85 |
≡ |
Jensen Investment Management |
Reduce 9.89% |
849,940 |
0.70 |
≡ |
Daniel Loeb - Third Point |
Reduce 19.23% |
1,000,000 |
0.70 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 7.65% |
39,360 |
0.63 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 3.71% |
248,020 |
0.19 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 1.68% |
80,000 |
0.18 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 6.75% |
383,700 |
0.17 |
≡ |
Torray Funds |
Reduce 5.93% |
6,480 |
0.10 |
≡ |
Polen Capital Management |
Add 3.33% |
308,140 |
0.07 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 1.61% |
13,280 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.36% |
2,320 |
0.02 |
≡ |
Dodge & Cox |
Reduce 9.44% |
132,000 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 1.11% |
43,920 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Buy |
6,380 |
0.01 |