Q3  2024 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 5.89% |
300 |
0.03 |
Q2  2024 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 12.38% |
570,943 |
2.22 |
≡ |
Polen Capital Management |
Reduce 5.14% |
229,587 |
0.25 |
≡ |
Jensen Investment Management |
Reduce 3.73% |
39,171 |
0.14 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.09% |
43,948 |
0.20 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.26% |
169 |
0.00 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
422 |
0.00 |
≡ |
Viking Global Investors |
Sell 100.00% |
794,313 |
1.42 |
Q1  2024 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 38.19% |
420,366 |
1.60 |
≡ |
Viking Global Investors |
Reduce 31.36% |
362,918 |
0.65 |
≡ |
John Armitage - Egerton Capital |
Reduce 30.09% |
161,911 |
0.75 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 21.65% |
1,407 |
0.11 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 8.92% |
451,542 |
1.80 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 8.77% |
201,991 |
1.00 |
≡ |
Polen Capital Management |
Reduce 3.81% |
177,190 |
0.20 |
≡ |
AltaRock Partners |
Reduce 0.73% |
1,961 |
0.02 |
≡ |
Jensen Investment Management |
Reduce 0.47% |
4,931 |
0.02 |
Q4  2023 |
≡ |
John Armitage - Egerton Capital |
Reduce 57.53% |
728,930 |
3.37 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 36.97% |
645,552 |
2.38 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 35.00% |
3,500 |
0.25 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 13.48% |
788,927 |
2.83 |
≡ |
AltaRock Partners |
Reduce 4.09% |
11,457 |
0.11 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.39% |
80,680 |
0.35 |
≡ |
Polen Capital Management |
Reduce 3.15% |
151,254 |
0.16 |
≡ |
Jensen Investment Management |
Reduce 2.21% |
23,861 |
0.08 |
≡ |
Valley Forge Capital Management |
Reduce 0.29% |
4,330 |
0.05 |
Q3  2023 |
≡ |
Viking Global Investors |
Reduce 71.14% |
720,437 |
1.16 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 9.09% |
1,000 |
0.07 |
≡ |
AltaRock Partners |
Reduce 4.77% |
14,059 |
0.14 |
≡ |
John Armitage - Egerton Capital |
Reduce 3.75% |
49,398 |
0.23 |
≡ |
Polen Capital Management |
Reduce 3.71% |
184,861 |
0.19 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.42% |
34,289 |
0.15 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.32% |
18,698 |
0.07 |
≡ |
Torray Funds |
Sell 100.00% |
613 |
0.04 |
Q2  2023 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 8.33% |
1,000 |
0.06 |
≡ |
Polen Capital Management |
Reduce 3.44% |
177,370 |
0.17 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.33% |
57,590 |
0.22 |
≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
724,000 |
2.39 |
Q1  2023 |
≡ |
Viking Global Investors |
Reduce 53.39% |
912,488 |
1.56 |
≡ |
John Armitage - Egerton Capital |
Reduce 50.07% |
1,002,025 |
3.93 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 22.11% |
297,703 |
1.00 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 14.29% |
2,000 |
0.11 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 5.00% |
5,000 |
0.24 |
≡ |
Valley Forge Capital Management |
Reduce 4.28% |
66,565 |
0.92 |
≡ |
Jensen Investment Management |
Reduce 3.31% |
35,554 |
0.10 |
≡ |
Polen Capital Management |
Reduce 2.44% |
129,291 |
0.12 |
≡ |
AltaRock Partners |
Reduce 2.16% |
6,500 |
0.06 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.92% |
22,900 |
0.09 |
Q4  2022 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 17.65% |
3,000 |
0.16 |
≡ |
Polen Capital Management |
Reduce 14.01% |
861,968 |
0.88 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 12.83% |
198,200 |
0.66 |
≡ |
AltaRock Partners |
Reduce 8.27% |
27,153 |
0.30 |
≡ |
John Armitage - Egerton Capital |
Reduce 7.40% |
159,885 |
0.48 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 6.16% |
164,100 |
0.63 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 4.76% |
5,000 |
0.24 |
≡ |
Viking Global Investors |
Reduce 3.47% |
61,355 |
0.11 |
≡ |
Valley Forge Capital Management |
Reduce 1.19% |
18,750 |
0.26 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.43% |
25,200 |
0.08 |
Q3  2022 |
≡ |
Viking Global Investors |
Reduce 23.10% |
531,722 |
0.70 |
≡ |
Polen Capital Management |
Reduce 19.51% |
1,490,828 |
1.19 |
≡ |
John Armitage - Egerton Capital |
Reduce 10.11% |
242,960 |
0.54 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.66% |
44,937 |
0.15 |
≡ |
Jensen Investment Management |
Reduce 0.30% |
3,035 |
0.01 |
Q2  2022 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 36.14% |
874,248 |
2.60 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 12.12% |
2,000 |
0.10 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 8.70% |
10,000 |
0.41 |
≡ |
Polen Capital Management |
Reduce 3.66% |
290,226 |
0.24 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.27% |
91,434 |
0.32 |
≡ |
AltaRock Partners |
Reduce 1.11% |
2,800 |
0.03 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
569 |
0.01 |
≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
150,536 |
0.96 |
Q1  2022 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 49.84% |
2,403,636 |
5.12 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 27.75% |
57,813 |
0.37 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 13.16% |
2,500 |
0.11 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 8.50% |
259,994 |
0.89 |
≡ |
Polen Capital Management |
Reduce 1.11% |
89,070 |
0.06 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.10% |
6,040 |
0.01 |
Q4  2021 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 7.04% |
302,000 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 3.09% |
97,659 |
0.31 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
132,000 |
1.09 |
Q3  2021 |
≡ |
John Armitage - Egerton Capital |
Reduce 14.57% |
119,202 |
0.20 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 7.40% |
252,166 |
0.81 |
≡ |
Jensen Investment Management |
Reduce 6.29% |
49,284 |
0.14 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 6.05% |
276,108 |
0.03 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.71% |
8,000 |
0.07 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 0.16% |
9 |
0.00 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.14% |
8,094 |
0.02 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
558 |
0.01 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
1,803,798 |
2.12 |
Q2  2021 |
≡ |
David Tepper - Appaloosa Management |
Reduce 33.33% |
70,000 |
0.53 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 16.67% |
1,500 |
0.07 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 11.22% |
227,935 |
0.27 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 8.40% |
839 |
0.02 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 4.65% |
166,202 |
0.51 |
≡ |
Jensen Investment Management |
Reduce 2.14% |
17,119 |
0.05 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 0.01% |
700 |
0.00 |
≡ |
Ruane Cunniff - Sequoia Fund |
Sell 100.00% |
244,627 |
1.89 |
Q1  2021 |
≡ |
David Tepper - Appaloosa Management |
Reduce 47.83% |
192,500 |
0.98 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 45.81% |
206,768 |
1.60 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 25.29% |
687,664 |
0.89 |