Q2  2020 |
≡ |
David Tepper - Appaloosa Management |
Reduce 7.46% |
180,000 |
0.71 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 14.82% |
38,163 |
1.47 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 16.02% |
216,107 |
0.70 |
≡ |
Seth Klarman - Baupost Group |
Reduce 57.08% |
1,132,500 |
3.22 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
60,000 |
12.72 |
≡ |
Viking Global Investors |
Sell 100.00% |
2,009,125 |
1.74 |
Q1  2020 |
≡ |
Lee Ainslie - Maverick Capital |
Add 2875.57% |
591,159 |
2.08 |
≡ |
David Katz - Matrix Asset Advisors |
Add 770.98% |
39,320 |
1.50 |
≡ |
John Armitage - Egerton Capital |
Add 82.80% |
1,120,167 |
1.93 |
≡ |
First Eagle Investment Management |
Add 43.87% |
956,231 |
0.58 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 35.12% |
157,340 |
6.62 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Add 33.51% |
17,410 |
1.91 |
≡ |
Polen Capital Management |
Add 20.36% |
1,824,213 |
1.32 |
≡ |
David Abrams - Abrams Capital Management |
Add 18.17% |
185,331 |
1.22 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 15.31% |
31,600 |
3.74 |
≡ |
Chase Coleman - Tiger Global Management |
Add 5.18% |
431,000 |
0.43 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 3.10% |
106,113 |
0.11 |
≡ |
Thomas Gayner - Markel Group |
Add 1.26% |
1,810 |
0.01 |
≡ |
Michael Burry - Scion Asset Management |
Buy |
60,000 |
12.72 |
≡ |
Seth Klarman - Baupost Group |
Buy |
1,984,000 |
4.91 |
≡ |
Bill Nygren - Oakmark Select Fund |
Buy |
860,000 |
4.73 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Buy |
330,862 |
3.18 |
≡ |
Robert Olstein - Olstein Capital Management |
Buy |
30,400 |
1.11 |
≡ |
Leon Cooperman |
Buy |
27,000 |
0.58 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.28% |
2,924 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Reduce 2.34% |
154,425 |
0.14 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 2.79% |
23,332 |
0.13 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 3.14% |
135,769 |
0.15 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 5.82% |
21,765 |
0.23 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 7.54% |
13,821 |
0.29 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 8.33% |
15,000 |
0.40 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 10.09% |
151,456 |
0.38 |
≡ |
Torray Funds |
Reduce 10.22% |
2,054 |
0.08 |
≡ |
David Tepper - Appaloosa Management |
Reduce 14.58% |
412,000 |
2.10 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 32.35% |
123,169 |
3.90 |
≡ |
Viking Global Investors |
Reduce 68.43% |
4,354,449 |
3.77 |
Q4  2019 |
≡ |
Stephen Mandel - Lone Pine Capital |
Add 75.83% |
1,477,510 |
1.63 |
≡ |
Hillman Value Fund |
Add 57.14% |
4,000 |
0.93 |
≡ |
Francois Rochon - Giverny Capital |
Add 3.55% |
6,284 |
0.12 |
≡ |
Viking Global Investors |
Add 2.05% |
127,628 |
0.12 |
≡ |
Terry Smith - Fundsmith |
Add 1.64% |
106,103 |
0.10 |
≡ |
Thomas Gayner - Markel Group |
Add 0.56% |
800 |
0.00 |
≡ |
David Abrams - Abrams Capital Management |
Reduce 0.49% |
5,011 |
0.03 |
≡ |
First Eagle Investment Management |
Reduce 0.59% |
12,926 |
0.01 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 0.62% |
325 |
0.03 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.92% |
20,133 |
0.04 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 3.48% |
13,465 |
0.10 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 7.73% |
125,728 |
0.28 |
≡ |
Polen Capital Management |
Reduce 8.56% |
838,964 |
0.68 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 9.10% |
44,865 |
1.81 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 16.27% |
40,100 |
4.98 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 17.83% |
4,461 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 21.18% |
102,281 |
2.13 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 25.86% |
2,901,600 |
3.29 |
≡ |
John Armitage - Egerton Capital |
Reduce 30.71% |
599,552 |
0.88 |
≡ |
Torray Funds |
Reduce 75.08% |
60,527 |
2.14 |
Q3  2019 |
≡ |
David Tepper - Appaloosa Management |
Add 52.70% |
975,000 |
5.27 |
≡ |
Chase Coleman - Tiger Global Management |
Add 25.02% |
2,246,000 |
2.12 |
≡ |
Robert Vinall - RV Capital GmbH |
Add 16.55% |
35,000 |
4.47 |
≡ |
John Armitage - Egerton Capital |
Add 13.21% |
227,862 |
0.29 |
≡ |
Polen Capital Management |
Add 4.71% |
440,895 |
0.36 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.10% |
3,636 |
0.06 |
≡ |
Thomas Gayner - Markel Group |
Add 0.61% |
860 |
0.00 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.32% |
1,551 |
0.06 |
≡ |
Terry Smith - Fundsmith |
Add 0.11% |
7,126 |
0.01 |
≡ |
Torray Funds |
Reduce 0.07% |
57 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.02% |
10,820 |
0.02 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 1.92% |
491 |
0.00 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 4.25% |
72,147 |
0.14 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.53% |
33,740 |
0.53 |
≡ |
Viking Global Investors |
Reduce 11.72% |
827,759 |
0.77 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 13.64% |
61,140 |
0.44 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 35.10% |
1,053,748 |
1.10 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Reduce 41.03% |
36,380 |
3.86 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Sell 100.00% |
577,756 |
5.93 |
Q2  2019 |
≡ |
Viking Global Investors |
Add 231.74% |
4,934,406 |
4.29 |
≡ |
Polen Capital Management |
Add 17.39% |
1,386,046 |
1.30 |
≡ |
Francois Rochon - Giverny Capital |
Add 5.31% |
8,743 |
0.17 |
≡ |
Terry Smith - Fundsmith |
Add 1.69% |
107,359 |
0.11 |
≡ |
Chase Coleman - Tiger Global Management |
Add 1.55% |
136,983 |
0.14 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Add 0.69% |
3,380 |
0.15 |
≡ |
Bill Miller - Miller Value Partners |
Add 0.07% |
310 |
0.00 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Buy |
88,660 |
9.41 |
≡ |
John Armitage - Egerton Capital |
Buy |
1,724,628 |
2.44 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 0.40% |
6,742 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.67% |
18,017 |
0.04 |
≡ |
Thomas Gayner - Markel Group |
Reduce 1.77% |
2,550 |
0.01 |
≡ |
Torray Funds |
Reduce 6.46% |
5,569 |
0.11 |
≡ |
David Tepper - Appaloosa Management |
Reduce 7.50% |
150,000 |
1.29 |
≡ |
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 |