Q1  2022 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 2.94% |
32,810 |
0.05 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
80,000 |
10.75 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
3,662,065 |
4.85 |
≡ |
Seth Klarman - Baupost Group |
Reduce 1.48% |
14,589 |
0.04 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 2.94% |
23,000 |
0.10 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 11.83% |
71,171 |
0.28 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 18.13% |
40,500 |
2.79 |
≡ |
David Tepper - Appaloosa Management |
Reduce 19.09% |
210,000 |
1.87 |
≡ |
Terry Smith - Fundsmith |
Reduce 19.46% |
1,323,330 |
1.01 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 22.77% |
1,150,655 |
0.96 |
≡ |
Viking Global Investors |
Reduce 35.88% |
676,914 |
0.61 |
≡ |
AltaRock Partners |
Reduce 79.58% |
421,150 |
2.38 |
≡ |
John Armitage - Egerton Capital |
Sell 100.00% |
758,612 |
1.19 |
≡ |
Torray Funds |
Sell 100.00% |
19,095 |
0.95 |
Q4  2021 |
≡ |
Dodge & Cox |
Add 78.88% |
1,952,300 |
0.69 |
≡ |
Li Lu - Himalaya Capital Management |
Add 53.02% |
303,600 |
3.83 |
≡ |
David Rolfe - Wedgewood Partners |
Add 15.84% |
23,271 |
1.04 |
≡ |
Lee Ainslie - Maverick Capital |
Add 15.23% |
79,513 |
0.32 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 14.29% |
4,000 |
0.16 |
≡ |
Viking Global Investors |
Add 10.60% |
180,813 |
0.18 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 7.14% |
10,000 |
0.33 |
≡ |
Terry Smith - Fundsmith |
Add 5.59% |
360,125 |
0.30 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 4.10% |
8,800 |
0.77 |
≡ |
Bill Miller - Miller Value Partners |
Add 3.63% |
10,884 |
0.13 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.92% |
390 |
0.02 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.43% |
2,494 |
0.07 |
≡ |
Francois Rochon - Giverny Capital |
Add 0.06% |
153 |
0.00 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 1.17% |
31,471 |
0.05 |
≡ |
First Eagle Investment Management |
Reduce 1.35% |
46,107 |
0.04 |
≡ |
David Tepper - Appaloosa Management |
Reduce 3.72% |
42,500 |
0.37 |
≡ |
Triple Frond Partners |
Reduce 4.99% |
9,028 |
0.34 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 5.48% |
52,958 |
0.37 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 7.02% |
84,138 |
0.19 |
≡ |
Torray Funds |
Reduce 7.43% |
1,533 |
0.08 |
≡ |
Polen Capital Management |
Reduce 21.09% |
2,791,548 |
1.58 |
≡ |
Seth Klarman - Baupost Group |
Reduce 36.36% |
562,500 |
1.91 |
≡ |
John Armitage - Egerton Capital |
Reduce 65.20% |
1,421,086 |
2.23 |
≡ |
AltaRock Partners |
Reduce 72.67% |
1,406,849 |
12.47 |
≡ |
Stephen Mandel - Lone Pine Capital |
Sell 100.00% |
3,074,926 |
3.52 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
1,000,000 |
1.85 |
≡ |
Leon Cooperman |
Sell 100.00% |
22,000 |
0.40 |
≡ |
Christopher Bloomstran - Semper Augustus |
Sell 100.00% |
900 |
0.10 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
1,246 |
0.01 |
Q3  2021 |
≡ |
Torray Funds |
Add 11.71% |
2,163 |
0.11 |
≡ |
Ruane Cunniff - Sequoia Fund |
Add 9.13% |
80,917 |
0.58 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.92% |
13,863 |
0.28 |
≡ |
Polen Capital Management |
Add 1.90% |
246,874 |
0.15 |
≡ |
Dodge & Cox |
Add 0.92% |
22,500 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Add 0.48% |
201 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 1.23% |
1,834 |
0.09 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.60% |
19,483 |
0.05 |
≡ |
First Eagle Investment Management |
Reduce 1.97% |
68,705 |
0.06 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 5.03% |
47,417 |
0.23 |
≡ |
David Tepper - Appaloosa Management |
Reduce 5.19% |
62,500 |
0.51 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 6.67% |
2,000 |
0.08 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 9.85% |
32,725 |
0.38 |
≡ |
John Armitage - Egerton Capital |
Reduce 11.35% |
279,046 |
0.45 |
≡ |
AltaRock Partners |
Reduce 13.38% |
299,144 |
2.74 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 14.94% |
101,045 |
2.99 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 15.72% |
501,467 |
0.79 |
≡ |
Viking Global Investors |
Reduce 16.00% |
324,956 |
0.31 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 23.08% |
156,621 |
0.59 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 38.33% |
1,910,783 |
2.19 |
Q2  2021 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 24.44% |
239,288 |
0.56 |
≡ |
Triple Frond Partners |
Add 21.14% |
31,600 |
1.19 |
≡ |
Seth Klarman - Baupost Group |
Add 19.28% |
250,000 |
0.71 |
≡ |
Dodge & Cox |
Add 12.07% |
264,200 |
0.10 |
≡ |
Steven Romick - FPA Crescent Fund |
Add 3.99% |
36,171 |
0.16 |
≡ |
Polen Capital Management |
Add 3.92% |
489,542 |
0.33 |
≡ |
Bill Miller - Miller Value Partners |
Add 2.71% |
8,753 |
0.08 |
≡ |
AltaRock Partners |
Add 2.64% |
57,500 |
0.55 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 2.14% |
4,500 |
0.42 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.16% |
2,680 |
0.06 |
≡ |
Thomas Gayner - Markel Group |
Add 0.79% |
1,160 |
0.01 |
≡ |
Christopher Davis - Davis Advisors |
Add 0.39% |
12,432 |
0.02 |
≡ |
Terry Smith - Fundsmith |
Add 0.10% |
6,488 |
0.01 |
≡ |
Christopher Bloomstran - Semper Augustus |
Buy |
900 |
0.10 |
≡ |
Prem Watsa - Fairfax Financial Holdings |
Buy |
1,400 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.55% |
234 |
0.01 |
≡ |
First Eagle Investment Management |
Reduce 1.01% |
35,513 |
0.03 |
≡ |
Torray Funds |
Reduce 1.11% |
207 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 5.94% |
9,403 |
0.47 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 9.12% |
507,000 |
0.33 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 9.36% |
69,842 |
1.83 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 11.95% |
676,650 |
0.76 |
≡ |
Viking Global Investors |
Reduce 13.54% |
317,979 |
0.34 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 15.68% |
126,244 |
0.41 |
≡ |
John Armitage - Egerton Capital |
Reduce 18.20% |
546,902 |
0.95 |
≡ |
Leon Cooperman |
Reduce 18.52% |
5,000 |
0.10 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 25.00% |
10,000 |
0.44 |
≡ |
David Tepper - Appaloosa Management |
Reduce 33.79% |
615,000 |
4.42 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 75.35% |
3,809 |
0.03 |
Q1  2021 |
≡ |
Viking Global Investors |
Add 127.60% |
1,316,710 |
1.15 |
≡ |
Hillman Value Fund |
Add 72.73% |
8,000 |
1.40 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 58.36% |
2,086,813 |
2.23 |
≡ |
Seth Klarman - Baupost Group |
Add 40.98% |
377,000 |
0.89 |
≡ |
AltaRock Partners |
Add 27.21% |
465,800 |
5.21 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 22.13% |
135,248 |
4.17 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 21.21% |
7,000 |
0.29 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 19.66% |
23,000 |
0.75 |