SectorConsumer Cyclical
Super Investor Stats:
Ownership count35
Ownership rank4
Ownership open2
% of all portfolios2.871%
Hold price$208.27
Total insider Buys/Sells last 6 months:
| Transactions | Total | |
| Buys | — | — |
| Sells | 70 | $66,726,272 |
Superinvestor ownership by quarter
Most recent (Q1 2026): 16 buying · 16 selling · net 0 · 35 holders
Recent activity:
| History | Portfolio Manager ↕ | % of portfolio ▼ | Recent activity | Shares ↕ | Value ↕ |
|---|---|---|---|---|---|
| ☰ | John Osterweis - AltaRock Partners | 38.20 | Add 3.46% | 7,567,946 | $1,576,176,113 |
| ☰ | Daniel Loeb - Third Point | 19.40 | Reduce 10.39% | 1,940,000 | $404,043,800 |
| ☰ | Josh Tarasoff - Greenlea Lane Capital | 18.91 | Reduce 1.19% | 312,530 | $65,090,623 |
| ☰ | Bill Ackman - Pershing Square Capital Management | 17.39 | Add 19.19% | 11,451,981 | $2,385,104,083 |
| ☰ | David Tepper - Appaloosa | 15.16 | Add 98.22% | 4,320,000 | $899,726,400 |
| ☰ | Dennis Hong - ShawSpring Partners | 14.51 | Add 57.47% | 186,499 | $38,842,147 |
| ☰ | Seth Klarman - Baupost Group | 12.70 | Add 47.01% | 3,118,754 | $649,543,000 |
| ☰ | Jeff Ubben - ValueAct Holdings | 10.52 | Reduce 15.02% | 2,884,600 | $600,775,642 |
| ☰ | Boykin Curry - Triple Frond Partners | 10.35 | 478,534 | $99,664,000 | |
| ☰ | Chase Coleman - Tiger Global Management | 9.12 | Reduce 0.11% | 10,000,000 | $2,082,700,000 |
| ☰ | C.T. Fitzpatrick - Vulcan Value Partners | 8.81 | Reduce 9.32% | 1,595,868 | $332,371,428 |
| ☰ | Nicolai Tangen - AKO Capital | 7.06 | Reduce 0.37% | 1,731,170 | $360,551,000 |
| ☰ | Lee Ainslie - Maverick Capital | 5.61 | Reduce 2.71% | 2,318,015 | $482,772,984 |
| ☰ | Dan Polen - Polen Capital Management | 5.61 | Reduce 54.97% | 3,896,739 | $811,573,863 |
| ☰ | William Frels - Mairs & Power | 5.54 | Add 0.39% | 2,602,912 | $542,108,482 |
| ☰ | John Armitage - Egerton Capital (UK) | 5.46 | Reduce 59.89% | 2,363,334 | $492,211,572 |
| ☰ | Samantha McLemore - Patient Capital Management | 5.08 | Add 16.33% | 654,419 | $136,295,958 |
| ☰ | Robert Millen - Jensen Investment Management | 5.01 | Add 7.56% | 1,219,422 | $253,969,020 |
| ☰ | David Rolfe - Wedgewood Partners | 4.30 | Add 71.47% | 99,907 | $20,807,631 |
| ☰ | Steven Romick - First Pacific Advisors | 4.21 | Add 0.36% | 1,416,219 | $294,955,931 |
| ☰ | Thomas Gayner - Markel Group | 3.54 | 2,030,760 | $422,946,385 | |
| ☰ | Christopher Davis - Davis Selected Advisers | 3.28 | Reduce 0.12% | 3,425,252 | $713,380,223 |
| ☰ | Wallace Weitz - Weitz Investment Management | 3.23 | 222,500 | $46,340,075 | |
| ☰ | Harry Burn - Sound Shore Management | 2.64 | Buy | 378,875 | $78,908,296 |
| ☰ | David Katz - Matrix Asset Advisors | 2.59 | Add 8.10% | 135,469 | $28,214,031 |
| ☰ | Robert Torray - Torray Investment Partners | 2.34 | Reduce 0.89% | 71,778 | $14,949,129 |
| ☰ | John Gunn - Dodge & Cox | 1.73 | Reduce 0.79% | 15,109,899 | $3,146,938,665 |
| ☰ | Bill Nygren - Oakmark Funds | 1.32 | Add 6.67% | 4,760,706 | $991,512,181 |
| ☰ | Leon Cooperman - Omega Advisors | 1.18 | Buy | 169,500 | $35,301,765 |
| ☰ | Robert Olstein - Olstein Capital Management | 0.82 | Add 44.00% | 18,000 | $3,749,000 |
| ☰ | Andreas Halvorsen - Viking Global Investors | 0.70 | Reduce 61.77% | 1,195,428 | $248,971,790 |
| ☰ | Joel Greenblatt - Gotham Asset Management | 0.50 | Reduce 20.50% | 789,833 | $164,498,519 |
| ☰ | Arnold Van Den Berg - Century Management | 0.09 | Add 18.65% | 1,807 | $376,344 |
| ☰ | Glenn Greenberg - Brave Warrior Advisors | 0.01 | 1,400 | $291,578 | |
| ☰ | Thomas Russo - Gardner Russo & Quinn | 0.00 | 1,040 | $216,601 |
Price snapshot:
Current price$247.31
Avg. buy price$168.65
+/- since buy46.64%
52-week low$196.00
52-week high$278.56
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