| Q4  2025 |
| ≡ |
Seth Klarman - Baupost Group |
Add 145.81% |
1,305,000 |
1.66 |
| ≡ |
Bill Nygren - Oakmark Funds |
Add 129.96% |
8,790,629 |
0.75 |
| ≡ |
Vulcan Value Partners |
Add 79.00% |
634,483 |
0.77 |
| ≡ |
Hillman Value Fund |
Add 72.87% |
14,796 |
0.96 |
| ≡ |
Dodge & Cox Funds |
Add 28.06% |
10,840,613 |
0.39 |
| ≡ |
Ariel Investments |
Add 26.92% |
68,100 |
0.05 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Buy |
259,161 |
0.67 |
| ≡ |
Christopher Davis - Davis Advisors |
Buy |
568,982 |
0.17 |
| ≡ |
Mason Hawkins - Southeastern Asset Management |
Buy |
3,990 |
0.01 |
| ≡ |
Mairs & Power Funds |
Reduce 6.10% |
106,681 |
0.07 |
| ≡ |
Francois Rochon - Giverny Capital |
Sell 100.00% |
651,257 |
2.85 |
| ≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
925,000 |
1.62 |
| ≡ |
Norbert Lou - Punch Card Management |
Sell 100.00% |
37,000 |
1.48 |
| ≡ |
Robert Olstein - Olstein Capital Management |
Sell 100.00% |
58,000 |
1.41 |
| ≡ |
David Katz - Matrix Asset Advisors |
Sell 100.00% |
78,306 |
0.94 |
| ≡ |
Torray Funds |
Sell 100.00% |
45,561 |
0.82 |
| Q3  2025 |
| ≡ |
David Katz - Matrix Asset Advisors |
Add 706.36% |
68,595 |
0.82 |
| ≡ |
Robert Olstein - Olstein Capital Management |
Add 84.13% |
26,500 |
0.64 |
| ≡ |
Ariel Investments |
Add 38.37% |
70,139 |
0.10 |
| ≡ |
Dodge & Cox Funds |
Add 30.00% |
8,914,473 |
0.62 |
| ≡ |
Bill Nygren - Oakmark Funds |
Add 26.89% |
1,433,342 |
0.30 |
| ≡ |
Mairs & Power Funds |
Add 1.00% |
17,310 |
0.02 |
| ≡ |
Francois Rochon - Giverny Capital |
Add 0.41% |
2,683 |
0.01 |
| ≡ |
Hillman Value Fund |
Buy |
20,304 |
2.59 |
| ≡ |
Vulcan Value Partners |
Buy |
803,160 |
1.87 |
| ≡ |
David Tepper - Appaloosa Management |
Buy |
925,000 |
1.62 |
| ≡ |
Norbert Lou - Punch Card Management |
Buy |
37,000 |
1.48 |
| ≡ |
Torray Funds |
Reduce 1.90% |
882 |
0.02 |
| ≡ |
Leon Cooperman |
Sell 100.00% |
390,000 |
2.36 |
| Q2  2025 |
| ≡ |
Ariel Investments |
Add 3784.11% |
178,080 |
0.35 |
| ≡ |
Robert Olstein - Olstein Capital Management |
Add 65.79% |
12,500 |
0.40 |
| ≡ |
Francois Rochon - Giverny Capital |
Add 3.01% |
18,941 |
0.11 |
| ≡ |
Leon Cooperman |
Add 2.63% |
10,000 |
0.06 |
| ≡ |
Mairs & Power Funds |
Add 0.88% |
15,064 |
0.03 |
| ≡ |
Seth Klarman - Baupost Group |
Buy |
895,000 |
3.75 |
| ≡ |
David Katz - Matrix Asset Advisors |
Buy |
9,711 |
0.17 |
| ≡ |
Dodge & Cox Funds |
Reduce 2.85% |
870,955 |
0.08 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 5.66% |
319,849 |
0.09 |
| ≡ |
Torray Funds |
Reduce 61.01% |
72,687 |
1.82 |
| ≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
2,381,496 |
6.07 |
| Q1  2025 |
| ≡ |
John Armitage - Egerton Capital |
Add 2.45% |
56,897 |
0.15 |
| ≡ |
Ariel Investments |
Add 0.53% |
25 |
0.00 |
| ≡ |
Francois Rochon - Giverny Capital |
Reduce 0.10% |
621 |
0.01 |
| ≡ |
Dodge & Cox Funds |
Reduce 4.98% |
1,601,904 |
0.20 |
| ≡ |
Torray Funds |
Reduce 5.06% |
6,355 |
0.21 |
| ≡ |
Mairs & Power Funds |
Reduce 8.22% |
153,852 |
0.35 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 37.58% |
3,402,551 |
1.26 |
| ≡ |
David Katz - Matrix Asset Advisors |
Sell 100.00% |
31,264 |
0.70 |
| ≡ |
Vulcan Value Partners |
Sell 100.00% |
146,008 |
0.50 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Sell 100.00% |
10,042 |
0.10 |
| Q4  2024 |
| ≡ |
Francois Rochon - Giverny Capital |
Add 25.73% |
128,976 |
0.97 |
| ≡ |
Robert Olstein - Olstein Capital Management |
Add 11.76% |
2,000 |
0.07 |
| ≡ |
Ariel Investments |
Add 3.08% |
140 |
0.00 |
| ≡ |
Mairs & Power Funds |
Reduce 1.17% |
22,227 |
0.04 |
| ≡ |
Dodge & Cox Funds |
Reduce 1.62% |
531,372 |
0.06 |
| ≡ |
John Armitage - Egerton Capital |
Reduce 9.85% |
253,886 |
0.60 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 13.09% |
4,707 |
0.11 |
| ≡ |
Torray Funds |
Reduce 17.14% |
25,965 |
0.77 |
| ≡ |
Leon Cooperman |
Reduce 20.83% |
100,000 |
0.78 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 33.87% |
4,636,188 |
1.58 |
| ≡ |
Vulcan Value Partners |
Reduce 67.13% |
298,224 |
1.02 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 92.44% |
122,828 |
1.22 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Sell 100.00% |
292,231 |
1.33 |
| Q3  2024 |
| ≡ |
Robert Olstein - Olstein Capital Management |
Add 30.77% |
4,000 |
0.12 |
| ≡ |
Francois Rochon - Giverny Capital |
Add 3.37% |
16,345 |
0.11 |
| ≡ |
Mairs & Power Funds |
Add 0.08% |
1,534 |
0.00 |
| ≡ |
Torray Funds |
Add 0.07% |
109 |
0.00 |
| ≡ |
Ariel Investments |
Reduce 2.18% |
101 |
0.00 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 3.06% |
1,137 |
0.02 |
| ≡ |
Dodge & Cox Funds |
Reduce 4.79% |
1,647,611 |
0.17 |
| ≡ |
John Armitage - Egerton Capital |
Reduce 5.78% |
158,255 |
0.29 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 7.45% |
1,102,003 |
0.33 |
| ≡ |
Vulcan Value Partners |
Reduce 26.00% |
156,086 |
0.47 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 30.68% |
58,820 |
0.52 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 32.19% |
138,723 |
0.63 |
| ≡ |
ValueAct Capital |
Sell 100.00% |
1,103,759 |
4.63 |
| ≡ |
Mason Hawkins - Southeastern Asset Management |
Sell 100.00% |
211,917 |
1.38 |
| Q2  2024 |
| ≡ |
Bill Nygren - Oakmark Funds |
Add 3.29% |
470,963 |
0.12 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Add 1.50% |
6,354 |
0.03 |
| ≡ |
Francois Rochon - Giverny Capital |
Add 0.98% |
4,687 |
0.03 |
| ≡ |
Ariel Investments |
Add 0.54% |
25 |
0.00 |
| ≡ |
Robert Olstein - Olstein Capital Management |
Buy |
13,000 |
0.34 |
| ≡ |
Torray Funds |
Reduce 0.07% |
110 |
0.00 |
| ≡ |
Dodge & Cox Funds |
Reduce 0.69% |
238,631 |
0.02 |
| ≡ |
Mairs & Power Funds |
Reduce 0.91% |
17,414 |
0.03 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.83% |
690 |
0.01 |
| ≡ |
Mason Hawkins - Southeastern Asset Management |
Reduce 6.57% |
14,893 |
0.10 |
| ≡ |
Vulcan Value Partners |
Reduce 7.33% |
47,462 |
0.11 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 17.89% |
41,755 |
0.33 |
| ≡ |
John Armitage - Egerton Capital |
Reduce 19.32% |
655,536 |
0.99 |
| ≡ |
ValueAct Capital |
Reduce 69.81% |
2,551,882 |
10.70 |
| Q1  2024 |
| ≡ |
Francois Rochon - Giverny Capital |
Add 5.58% |
25,372 |
0.16 |
| ≡ |
Torray Funds |
Reduce 0.61% |
927 |
0.02 |
| ≡ |
John Armitage - Egerton Capital |
Reduce 1.62% |
56,007 |
0.09 |
| ≡ |
Samantha McLemore - Patient Capital Management |
Reduce 9.05% |
23,234 |
0.18 |
| ≡ |
ValueAct Capital |
Reduce 12.73% |
533,200 |
1.88 |
| ≡ |
Sarah Ketterer - Causeway Capital Management |
Reduce 21.38% |
115,450 |
0.50 |
| ≡ |
David Katz - Matrix Asset Advisors |
Reduce 49.97% |
37,751 |
0.72 |
| Q4  2023 |
| ≡ |
Francois Rochon - Giverny Capital |
Add 42.55% |
135,780 |
0.85 |
| ≡ |
Leon Cooperman |
Add 7.87% |
35,000 |
0.22 |