| Q2  2026 |
| ≡ |
AKO Capital |
Sell 100.00% |
487,027 |
0.97 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
Sell 100.00% |
1,375,776 |
0.93 |
| ≡ |
Bill Nygren - Oakmark Funds |
Sell 100.00% |
1,131,464 |
0.15 |
| Q1  2026 |
| ≡ |
Bill Nygren - Oakmark Funds |
Add 11.26% |
114,501 |
0.02 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 39.23% |
888,249 |
0.60 |
| ≡ |
AKO Capital |
Reduce 84.34% |
2,622,399 |
5.22 |
| ≡ |
Tom Bancroft - Makaira Partners |
Sell 100.00% |
41,422 |
6.96 |
| ≡ |
Chase Coleman - Tiger Global Management |
Sell 100.00% |
4,003,542 |
2.90 |
| ≡ |
Lee Ainslie - Maverick Capital |
Sell 100.00% |
187,022 |
0.43 |
| Q4  2025 |
| ≡ |
Bill Nygren - Oakmark Funds |
Add 58.86% |
376,782 |
0.10 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 39.62% |
53,070 |
0.12 |
| ≡ |
Chase Coleman - Tiger Global Management |
Add 9.44% |
345,350 |
0.25 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.75% |
16,929 |
0.02 |
| ≡ |
AKO Capital |
Reduce 0.34% |
10,690 |
0.04 |
| ≡ |
Tom Bancroft - Makaira Partners |
Reduce 49.13% |
40,000 |
6.72 |
| ≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
1,412,018 |
3.78 |
| ≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
1,120,000 |
3.43 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
1,733,336 |
3.20 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Sell 100.00% |
1,243,988 |
2.34 |
| Q3  2025 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 274.15% |
911,507 |
1.71 |
| ≡ |
Chase Coleman - Tiger Global Management |
Add 5.93% |
204,800 |
0.16 |
| ≡ |
AKO Capital |
Add 4.94% |
146,906 |
0.53 |
| ≡ |
Daniel Loeb - Third Point |
Add 4.67% |
50,000 |
0.15 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.09% |
24,761 |
0.03 |
| ≡ |
John Armitage - Egerton Capital |
Reduce 2.61% |
37,893 |
0.10 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 6.95% |
129,428 |
0.24 |
| ≡ |
Bill Nygren - Oakmark Funds |
Reduce 20.82% |
168,378 |
0.07 |
| ≡ |
Tom Bancroft - Makaira Partners |
Reduce 23.49% |
25,000 |
3.26 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 54.75% |
162,060 |
0.56 |
| ≡ |
Viking Global Investors |
Sell 100.00% |
2,284,905 |
1.89 |
| Q2  2025 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Add 57.56% |
121,465 |
0.26 |
| ≡ |
Bill Nygren - Oakmark Funds |
Add 40.97% |
234,984 |
0.11 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 29.40% |
67,256 |
0.30 |
| ≡ |
AKO Capital |
Add 14.77% |
382,537 |
1.38 |
| ≡ |
Daniel Loeb - Third Point |
Add 10.31% |
100,000 |
0.38 |
| ≡ |
Chase Coleman - Tiger Global Management |
Add 2.25% |
76,000 |
0.06 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 2.82% |
65,941 |
0.11 |
| ≡ |
Viking Global Investors |
Reduce 10.54% |
269,301 |
0.22 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 16.09% |
357,132 |
0.74 |
| ≡ |
John Armitage - Egerton Capital |
Reduce 33.91% |
743,883 |
2.18 |
| Q1  2025 |
| ≡ |
Viking Global Investors |
Add 36.68% |
685,508 |
0.48 |
| ≡ |
John Armitage - Egerton Capital |
Add 16.85% |
316,411 |
0.81 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Add 16.07% |
307,377 |
0.60 |
| ≡ |
Daniel Loeb - Third Point |
Add 11.49% |
100,000 |
0.35 |
| ≡ |
AKO Capital |
Buy |
2,590,673 |
7.42 |
| ≡ |
Henry Ellenbogen - Durable Capital Partners |
Buy |
211,016 |
0.42 |
| ≡ |
Bill Nygren - Oakmark Funds |
Buy |
573,575 |
0.21 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 3.00% |
72,380 |
0.10 |
| ≡ |
Lee Ainslie - Maverick Capital |
Reduce 4.53% |
10,845 |
0.04 |
| ≡ |
Tom Bancroft - Makaira Partners |
Reduce 46.37% |
92,013 |
6.84 |
| Q4  2024 |
| ≡ |
Daniel Loeb - Third Point |
Add 70.59% |
360,000 |
1.27 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 9.54% |
20,868 |
0.10 |
| ≡ |
John Armitage - Egerton Capital |
Add 3.41% |
61,833 |
0.18 |
| ≡ |
Dodge & Cox Funds |
Add 0.70% |
4,400 |
0.00 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
Add 0.53% |
12,794 |
0.02 |
| ≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
1,912,519 |
3.67 |
| ≡ |
Tom Bancroft - Makaira Partners |
Reduce 0.44% |
885 |
0.04 |
| ≡ |
Viking Global Investors |
Reduce 26.58% |
676,678 |
0.56 |
| Q3  2024 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
Add 3827.76% |
2,336,347 |
3.39 |
| ≡ |
Lee Ainslie - Maverick Capital |
Add 716.05% |
191,929 |
0.89 |
| ≡ |
John Armitage - Egerton Capital |
Add 74.36% |
774,266 |
1.86 |
| ≡ |
Tom Bancroft - Makaira Partners |
Buy |
199,320 |
6.08 |
| ≡ |
Chase Coleman - Tiger Global Management |
Buy |
3,377,392 |
3.42 |
| ≡ |
Viking Global Investors |
Buy |
2,545,376 |
2.20 |
| ≡ |
Daniel Loeb - Third Point |
Buy |
510,000 |
1.64 |
| ≡ |
ValueAct Capital |
Sell 100.00% |
323,235 |
1.31 |
| Q2  2024 |
| ≡ |
John Armitage - Egerton Capital |
Buy |
1,041,284 |
1.92 |
| ≡ |
Lee Ainslie - Maverick Capital |
Buy |
26,804 |
0.09 |
| ≡ |
William Von Mueffling - Cantillon Capital Management |
Buy |
61,037 |
0.07 |
| ≡ |
ValueAct Capital |
Reduce 34.72% |
171,900 |
0.70 |
| Q1  2024 |
| ≡ |
ValueAct Capital |
Buy |
495,135 |
1.72 |