Q2  2019 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 17.98% |
113,261 |
1.85 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 24.79% |
8,410 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 31.07% |
260,418 |
2.67 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 37.98% |
1,838,547 |
2.20 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
45,000 |
7.64 |
Q1  2019 |
≡ |
Chase Coleman - Tiger Global Management |
Add 64.52% |
3,466,117 |
3.19 |
≡ |
Francois Rochon - Giverny Capital |
Add 40.82% |
47,703 |
0.91 |
≡ |
David Tepper - Appaloosa Management |
Add 40.35% |
575,000 |
2.90 |
≡ |
Terry Smith - Fundsmith |
Add 4.05% |
247,913 |
0.23 |
≡ |
Thomas Gayner - Markel Group |
Add 4.01% |
5,550 |
0.02 |
≡ |
David Abrams - Abrams Capital Management |
Add 2.51% |
25,074 |
0.12 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 2.42% |
5,000 |
0.66 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 0.11% |
475 |
0.00 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.45% |
7,680 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 0.48% |
4,063 |
0.03 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.56% |
6,070 |
0.01 |
≡ |
Torray Funds |
Reduce 0.63% |
543 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 12.28% |
4,750 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 17.64% |
134,956 |
1.64 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 23.95% |
153,703 |
6.44 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 27.42% |
1,829,084 |
1.78 |
≡ |
Michael Burry - Scion Asset Management |
Reduce 30.77% |
20,000 |
3.40 |
Q4  2018 |
≡ |
David Katz - Matrix Asset Advisors |
Add 96.15% |
2,500 |
0.69 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 72.65% |
2,806,564 |
2.49 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 33.09% |
159,542 |
5.81 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 21.59% |
304,093 |
0.42 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 20.00% |
30,000 |
0.60 |
≡ |
David Rolfe - Wedgewood Partners |
Add 10.79% |
74,506 |
0.65 |
≡ |
Lee Ainslie - Maverick Capital |
Add 5.54% |
2,030 |
0.00 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.87% |
3,261 |
0.06 |
≡ |
Terry Smith - Fundsmith |
Add 2.67% |
159,123 |
0.17 |
≡ |
Thomas Gayner - Markel Group |
Add 1.10% |
1,510 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.68% |
7,289 |
0.01 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
842,237 |
5.62 |
≡ |
David Abrams - Abrams Capital Management |
Buy |
999,649 |
5.42 |
≡ |
Hillman Value Fund |
Buy |
7,000 |
3.16 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 1.02% |
8,664 |
0.03 |
≡ |
Torray Funds |
Reduce 5.94% |
5,483 |
0.09 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 18.38% |
101,000 |
0.61 |
≡ |
David Tepper - Appaloosa Management |
Reduce 56.82% |
1,875,000 |
12.09 |
≡ |
Leon Cooperman |
Sell 100.00% |
88,200 |
0.63 |
Q3  2018 |
≡ |
Bill Miller - Miller Value Partners |
Add 64.03% |
214,500 |
1.18 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 26.02% |
174,719 |
0.73 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 14.15% |
59,750 |
2.30 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 13.47% |
458,653 |
0.39 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 11.11% |
15,000 |
0.33 |
≡ |
Francois Rochon - Giverny Capital |
Add 8.54% |
8,937 |
0.17 |
≡ |
Terry Smith - Fundsmith |
Add 8.03% |
442,859 |
0.49 |
≡ |
Thomas Gayner - Markel Group |
Add 6.65% |
8,540 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Buy |
2,600 |
0.74 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.88% |
43,125 |
0.36 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.36% |
73,010 |
0.14 |
≡ |
David Tepper - Appaloosa Management |
Reduce 34.98% |
1,775,000 |
5.21 |
≡ |
Leon Cooperman |
Reduce 58.90% |
126,400 |
0.90 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 98.51% |
2,422,630 |
4.63 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
3,000,000 |
4.09 |
≡ |
Hillman Value Fund |
Sell 100.00% |
3,000 |
2.01 |
Q2  2018 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 58.46% |
423,798 |
0.89 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 35.00% |
35,000 |
0.96 |
≡ |
Bill Miller - Miller Value Partners |
Add 20.81% |
57,710 |
0.43 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 20.56% |
114,491 |
0.55 |
≡ |
Thomas Gayner - Markel Group |
Add 4.25% |
5,240 |
0.02 |
≡ |
Francois Rochon - Giverny Capital |
Buy |
104,672 |
2.65 |
≡ |
Leon Cooperman |
Reduce 1.47% |
3,200 |
0.02 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 4.48% |
19,800 |
1.02 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 12.25% |
102,443 |
1.01 |
≡ |
David Tepper - Appaloosa Management |
Reduce 18.28% |
1,135,000 |
2.55 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 19.99% |
614,400 |
1.40 |
≡ |
Daniel Loeb - Third Point |
Reduce 25.00% |
1,000,000 |
1.36 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 55.79% |
4,296,692 |
4.42 |
Q1  2018 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 75.01% |
3,300,795 |
2.67 |
≡ |
Bill Miller - Miller Value Partners |
Add 24.30% |
54,205 |
0.38 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 19.50% |
72,165 |
3.90 |
≡ |
Daniel Loeb - Third Point |
Add 17.65% |
600,000 |
0.76 |
≡ |
Thomas Gayner - Markel Group |
Add 13.59% |
14,740 |
0.04 |
≡ |
David Tepper - Appaloosa Management |
Add 12.31% |
680,559 |
1.17 |
≡ |
Lee Ainslie - Maverick Capital |
Add 5.38% |
156,828 |
0.32 |
≡ |
David Rolfe - Wedgewood Partners |
Buy |
836,032 |
6.14 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Buy |
100,000 |
2.33 |
≡ |
Ruane Cunniff - Sequoia Fund |
Buy |
556,927 |
2.28 |
≡ |
Steven Romick - FPA Crescent Fund |
Buy |
1,408,767 |
1.96 |
≡ |
Hillman Value Fund |
Buy |
3,000 |
1.66 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Buy |
724,909 |
1.32 |
≡ |
Leon Cooperman |
Reduce 22.55% |
63,400 |
0.38 |
Q4  2017 |
≡ |
David Tepper - Appaloosa Management |
Add 67.56% |
2,229,441 |
4.50 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 40.11% |
105,930 |
6.74 |
≡ |
Leon Cooperman |
Add 19.05% |
45,000 |
0.30 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 1.06% |
2,385 |
0.02 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 11.25% |
369,825 |
0.82 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 12.56% |
631,809 |
0.58 |
Q3  2017 |
≡ |
David Tepper - Appaloosa Management |
Add 40.05% |
943,782 |
2.41 |
≡ |
Bill Miller - Miller Value Partners |
Add 31.02% |
53,375 |
0.43 |
≡ |
Thomas Gayner - Markel Group |
Add 10.15% |
10,000 |
0.03 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 0.03% |
72 |
0.01 |
≡ |
Daniel Loeb - Third Point |
Reduce 2.86% |
100,000 |
0.14 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 6.84% |
241,210 |
0.52 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 18.41% |
1,135,793 |
0.96 |
≡ |
Hillman Value Fund |
Sell 100.00% |
7,000 |
3.31 |
Q2  2017 |
≡ |
Thomas Gayner - Markel Group |
Add 25.48% |
20,000 |
0.06 |
≡ |
David Tepper - Appaloosa Management |
Add 23.53% |
448,868 |
1.07 |