Q4  2022 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.65% |
37,655 |
0.07 |
≡ |
AltaRock Partners |
Reduce 3.46% |
59,981 |
0.39 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 3.58% |
77,281 |
0.15 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 4.54% |
16,501 |
0.04 |
≡ |
Chuck Akre - Akre Capital Management |
Reduce 6.15% |
322,600 |
0.61 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 9.09% |
3,000 |
0.10 |
≡ |
AKO Capital |
Reduce 9.20% |
224,738 |
0.75 |
≡ |
Polen Capital Management |
Reduce 14.86% |
1,510,448 |
0.92 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 35.21% |
261,360 |
1.32 |
≡ |
First Eagle Investment Management |
Sell 100.00% |
10,045 |
0.01 |
Q3  2022 |
≡ |
Viking Global Investors |
Add 109.19% |
2,790,724 |
2.30 |
≡ |
Lee Ainslie - Maverick Capital |
Add 23.65% |
141,988 |
0.57 |
≡ |
Lindsell Train |
Add 15.25% |
900 |
0.00 |
≡ |
AltaRock Partners |
Add 10.57% |
165,703 |
0.96 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.43% |
8,559 |
0.10 |
≡ |
AKO Capital |
Add 0.86% |
20,914 |
0.06 |
≡ |
Terry Smith - Fundsmith |
Add 0.09% |
5,048 |
0.00 |
≡ |
Chris Hohn - TCI Fund Management |
Add 0.06% |
12,700 |
0.01 |
≡ |
Torray Funds |
Reduce 0.09% |
32 |
0.00 |
≡ |
First Eagle Investment Management |
Reduce 0.61% |
62 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.87% |
19,912 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 1.47% |
5,428 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 2.70% |
5,316 |
0.18 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 2.86% |
5,000 |
0.13 |
≡ |
Triple Frond Partners |
Reduce 3.50% |
16,931 |
0.53 |
≡ |
John Armitage - Egerton Capital |
Reduce 11.33% |
471,350 |
0.65 |
≡ |
Polen Capital Management |
Reduce 18.54% |
2,313,368 |
1.15 |
Q2  2022 |
≡ |
AKO Capital |
Add 84.42% |
1,109,007 |
3.06 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 8.20% |
2,500 |
0.07 |
≡ |
AltaRock Partners |
Add 4.83% |
72,300 |
0.44 |
≡ |
Francois Rochon - Giverny Capital |
Add 2.50% |
8,568 |
0.11 |
≡ |
Thomas Gayner - Markel Group |
Add 0.17% |
1,674 |
0.00 |
≡ |
Terry Smith - Fundsmith |
Add 0.04% |
2,314 |
0.00 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 0.48% |
11,132 |
0.02 |
≡ |
First Eagle Investment Management |
Reduce 0.69% |
70 |
0.00 |
≡ |
Torray Funds |
Reduce 0.86% |
302 |
0.01 |
≡ |
Viking Global Investors |
Reduce 1.62% |
41,960 |
0.04 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 2.79% |
10,597 |
0.02 |
≡ |
Polen Capital Management |
Reduce 3.96% |
514,846 |
0.27 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Reduce 5.41% |
10,000 |
0.26 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 10.04% |
21,934 |
0.75 |
≡ |
Triple Frond Partners |
Reduce 12.84% |
71,276 |
2.15 |
≡ |
John Armitage - Egerton Capital |
Reduce 14.83% |
724,041 |
0.96 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 26.04% |
211,344 |
1.04 |
≡ |
Mairs & Power Growth Fund |
Reduce 36.26% |
165,000 |
0.73 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 37.22% |
1,281,353 |
2.38 |
Q1  2022 |
≡ |
AKO Capital |
Add 126.40% |
733,422 |
1.75 |
≡ |
Polen Capital Management |
Add 13.05% |
1,500,092 |
0.65 |
≡ |
John Armitage - Egerton Capital |
Add 6.71% |
306,910 |
0.36 |
≡ |
David Rolfe - Wedgewood Partners |
Add 5.31% |
11,012 |
0.34 |
≡ |
Valley Forge Capital Management |
Add 4.29% |
40,080 |
0.34 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Add 2.92% |
65,519 |
0.10 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.62% |
5,472 |
0.07 |
≡ |
Thomas Gayner - Markel Group |
Add 0.32% |
3,065 |
0.01 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.76% |
2,920 |
0.01 |
≡ |
Torray Funds |
Reduce 5.25% |
1,954 |
0.07 |
≡ |
Chris Hohn - TCI Fund Management |
Reduce 13.73% |
3,170,301 |
1.91 |
≡ |
Terry Smith - Fundsmith |
Reduce 18.06% |
1,240,666 |
0.95 |
≡ |
Lee Ainslie - Maverick Capital |
Reduce 27.41% |
306,489 |
1.22 |
≡ |
Stephen Mandel - Lone Pine Capital |
Reduce 28.78% |
1,391,244 |
1.83 |
≡ |
Mairs & Power Growth Fund |
Reduce 32.59% |
220,000 |
0.90 |
≡ |
Viking Global Investors |
Reduce 34.59% |
1,373,759 |
1.24 |
Q4  2021 |
≡ |
AltaRock Partners |
Add 17472.26% |
1,487,588 |
8.50 |
≡ |
Robert Olstein - Olstein Capital Management |
Add 103.33% |
15,500 |
0.40 |
≡ |
Lee Ainslie - Maverick Capital |
Add 54.48% |
394,346 |
1.03 |
≡ |
Viking Global Investors |
Add 50.62% |
1,334,844 |
0.84 |
≡ |
David Rolfe - Wedgewood Partners |
Add 49.09% |
68,315 |
1.97 |
≡ |
Triple Frond Partners |
Add 22.11% |
100,483 |
2.45 |
≡ |
Chris Hohn - TCI Fund Management |
Add 15.82% |
3,155,111 |
1.54 |
≡ |
Torray Funds |
Add 12.00% |
3,991 |
0.13 |
≡ |
Polen Capital Management |
Add 5.35% |
583,184 |
0.21 |
≡ |
Terry Smith - Fundsmith |
Add 4.15% |
273,645 |
0.14 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 2.78% |
5,000 |
0.11 |
≡ |
Francois Rochon - Giverny Capital |
Add 1.97% |
6,517 |
0.08 |
≡ |
Stephen Mandel - Lone Pine Capital |
Buy |
4,833,625 |
4.29 |
≡ |
First Eagle Investment Management |
Reduce 3.04% |
319 |
0.00 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 5.12% |
20,613 |
0.04 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 6.90% |
166,419 |
0.24 |
≡ |
Valley Forge Capital Management |
Reduce 8.07% |
81,906 |
0.67 |
≡ |
John Armitage - Egerton Capital |
Reduce 9.39% |
474,489 |
0.48 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 13.23% |
1,265,000 |
0.08 |
≡ |
AKO Capital |
Reduce 54.86% |
705,277 |
1.48 |
≡ |
Daniel Loeb - Third Point |
Sell 100.00% |
1,400,000 |
1.70 |
≡ |
David Tepper - Appaloosa Management |
Sell 100.00% |
262,500 |
1.39 |
Q3  2021 |
≡ |
Lee Ainslie - Maverick Capital |
Add 248.08% |
515,895 |
1.27 |
≡ |
Chris Hohn - TCI Fund Management |
Add 41.84% |
5,881,421 |
3.15 |
≡ |
Viking Global Investors |
Add 18.82% |
417,572 |
0.26 |
≡ |
John Armitage - Egerton Capital |
Add 15.58% |
680,797 |
0.72 |
≡ |
Polen Capital Management |
Add 6.17% |
634,290 |
0.26 |
≡ |
Wallace Weitz - Weitz Large Cap Equity Fund |
Add 5.88% |
10,000 |
0.23 |
≡ |
Terry Smith - Fundsmith |
Add 0.90% |
58,709 |
0.04 |
≡ |
Francois Rochon - Giverny Capital |
Reduce 0.58% |
1,946 |
0.03 |
≡ |
Thomas Russo - Gardner Russo & Quinn |
Reduce 0.88% |
3,584 |
0.01 |
≡ |
Torray Funds |
Reduce 0.94% |
316 |
0.01 |
≡ |
David Rolfe - Wedgewood Partners |
Reduce 0.99% |
1,394 |
0.04 |
≡ |
William Von Mueffling - Cantillon Capital Management |
Reduce 1.68% |
41,267 |
0.06 |
≡ |
Warren Buffett - Berkshire Hathaway |
Reduce 4.26% |
425,000 |
0.03 |
≡ |
David Tepper - Appaloosa Management |
Reduce 4.55% |
12,500 |
0.07 |
≡ |
Daniel Loeb - Third Point |
Reduce 6.67% |
100,000 |
0.12 |
≡ |
Robert Olstein - Olstein Capital Management |
Reduce 21.05% |
4,000 |
0.11 |