Q1  2022 |
≡ |
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 |
≡ |
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 |
≡ |
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 |
≡ |
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 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 3.37% |
110,828 |
0.14 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 3.88% |
39,542 |
0.08 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.80% |
11,533 |
0.52 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 8.72% |
30,900 |
0.26 |
≡ |
Daniel Loeb - Third Point |
Reduce 9.09% |
100,000 |
0.20 |
≡ |
David Tepper - Appaloosa Management |
Reduce 9.50% |
191,000 |
0.81 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 12.12% |
766,663 |
0.52 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 16.96% |
42,900 |
4.04 |
≡ |
Li Lu - Himalaya Capital Management |
Reduce 40.37% |
387,700 |
5.78 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 50.34% |
816,009 |
2.25 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 98.01% |
248,570 |
2.46 |
Q4  2020 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.14% |
8,689 |
0.01 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.51% |
5,264 |
0.01 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 0.65% |
274 |
0.01 |
≡ |
Daniel Loeb - Third Point |
Reduce 2.22% |
25,000 |
0.05 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 2.45% |
6,360 |
0.06 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 3.33% |
31,021 |
0.11 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 3.34% |
27,110 |
0.17 |
≡ |
Torray Funds |
Reduce 3.76% |
704 |
0.03 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 6.83% |
12,436 |
0.51 |
≡ |
Dodge & Cox |
Reduce 10.66% |
251,100 |
0.10 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 11.30% |
418,626 |
0.55 |
≡ |
John Armitage - Egerton Capital |
Reduce 16.67% |
544,705 |
0.84 |
≡ |
Chase Coleman - Tiger Global Management |
Reduce 27.70% |
2,423,700 |
1.70 |
≡ |
Li Lu - Himalaya Capital Management |
Reduce 27.85% |
370,700 |
5.58 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 38.87% |
2,273,976 |
2.26 |
≡ |
Michael Burry - Scion Asset Management |
Sell 100.00% |
50,000 |
8.49 |
≡ |
Josh Tarasoff - Greenlea Lane Capital |
Sell 100.00% |
75,424 |
7.60 |
Q3  2020 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.19% |
1,579 |
0.01 |
≡ |
Terry Smith - Fundsmith |
Reduce 0.25% |
15,947 |
0.02 |
≡ |
Bill Miller - Miller Value Partners |
Reduce 0.67% |
2,367 |
0.02 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.87% |
9,001 |
0.02 |
≡ |
David Katz - Matrix Asset Advisors |
Reduce 1.73% |
749 |
0.04 |
≡ |
Robert Vinall - RV Capital GmbH |
Reduce 2.69% |
7,000 |
0.69 |
≡ |
Pat Dorsey - Dorsey Asset Management |
Reduce 5.33% |
34,159 |
1.33 |
≡ |
Dodge & Cox |
Reduce 7.70% |
196,400 |
0.09 |
≡ |
Christopher Davis - Davis Advisors |
Reduce 11.20% |
467,415 |
0.68 |
≡ |
Bill Nygren - Oakmark Select Fund |
Reduce 11.63% |
100,000 |
0.79 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 16.98% |
37,264 |
1.54 |
≡ |
Steven Romick - FPA Crescent Fund |
Reduce 17.72% |
200,795 |
0.78 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 19.80% |
336,048 |
1.64 |
≡ |
David Tepper - Appaloosa Management |
Reduce 20.85% |
465,500 |
2.15 |
≡ |
Glenn Greenberg - Brave Warrior Advisors |
Reduce 26.16% |
92,114 |
1.08 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 26.88% |
43,000 |
1.43 |
≡ |
Seth Klarman - Baupost Group |
Reduce 33.88% |
288,500 |
0.82 |
Q2  2020 |
≡ |
Ruane Cunniff - Sequoia Fund |
Reduce 0.04% |
304 |
0.00 |