SectorCommunication Services
Super Investor Stats:
Ownership count31
Ownership rank5
Ownership open3
% of all portfolios1.567%
Hold price$572.13
Total insider Buys/Sells last 6 months:
| Transactions | Total | |
| Buys | — | — |
| Sells | 139 | $129,654,012 |
Superinvestor ownership by quarter
Most recent (Q1 2026): 16 buying · 13 selling · net +3 · 31 holders
Recent activity:
| History | Portfolio Manager ↕ | % of portfolio ▼ | Recent activity | Shares ↕ | Value ↕ |
|---|---|---|---|---|---|
| ☰ | Robert Vinall - RV Capital AG | 21.77 | Add 6.77% | 145,534 | $83,313,117 |
| ☰ | Bill Ackman - Pershing Square Capital Management | 11.10 | Reduce 0.48% | 2,660,861 | $1,522,358,404 |
| ☰ | Jeff Ubben - ValueAct Holdings | 9.17 | Reduce 12.62% | 915,674 | $523,884,566 |
| ☰ | David Rolfe - Wedgewood Partners | 7.77 | Reduce 4.82% | 65,805 | $37,649,078 |
| ☰ | Chase Coleman - Tiger Global Management | 7.73 | Add 12.22% | 3,086,864 | $1,766,087,500 |
| ☰ | Pat Dorsey - Dorsey Asset Management | 7.37 | Add 0.77% | 161,683 | $92,503,695 |
| ☰ | Boykin Curry - Triple Frond Partners | 6.99 | Add 20.80% | 117,628 | $67,299,000 |
| ☰ | Francois Rochon - Giverny Capital | 6.45 | Reduce 1.80% | 307,821 | $176,113,629 |
| ☰ | Terry Smith - Fundsmith | 5.89 | Reduce 3.09% | 1,321,375 | $755,998,279 |
| ☰ | Steven Romick - First Pacific Advisors | 5.56 | Reduce 3.06% | 680,613 | $389,399,116 |
| ☰ | Christopher Davis - Davis Selected Advisers | 4.52 | Reduce 1.93% | 1,719,156 | $983,589,944 |
| ☰ | Wallace Weitz - Weitz Investment Management | 4.22 | Reduce 2.76% | 105,710 | $60,479,862 |
| ☰ | David Tepper - Appaloosa | 4.21 | Reduce 27.25% | 436,500 | $249,734,745 |
| ☰ | David Abrams - Abrams Capital Management | 4.01 | 325,155 | $186,030,930 | |
| ☰ | Robert Millen - Jensen Investment Management | 3.85 | Reduce 6.80% | 341,147 | $195,180,433 |
| ☰ | Samantha McLemore - Patient Capital Management | 3.65 | Add 19.56% | 171,086 | $97,883,632 |
| ☰ | Jean-Marie Eveillard - First Eagle Investment Management | 3.10 | Add 1.37% | 3,193,098 | $1,826,867,434 |
| ☰ | Daniel Loeb - Third Point | 2.47 | Buy | 90,000 | $51,491,700 |
| ☰ | Robert Goldfarb - Ruane, Cunniff & Goldfarb | 1.91 | Reduce 15.84% | 201,147 | $115,082,233 |
| ☰ | William Frels - Mairs & Power | 1.90 | Add 2.56% | 324,625 | $185,727,701 |
| ☰ | Dan Polen - Polen Capital Management | 1.89 | Buy | 476,663 | $272,713,407 |
| ☰ | David Katz - Matrix Asset Advisors | 1.73 | Add 2.34% | 32,939 | $18,845,110 |
| ☰ | Andreas Halvorsen - Viking Global Investors | 1.70 | Buy | 1,062,575 | $607,931,035 |
| ☰ | John Gunn - Dodge & Cox | 1.58 | Reduce 0.11% | 5,014,319 | $2,868,842,329 |
| ☰ | Thomas Gayner - Markel Group | 1.19 | 248,303 | $142,061,595 | |
| ☰ | Sarah Ketterer - Causeway Capital Management | 1.02 | Add 31.18% | 144,799 | $82,844,021 |
| ☰ | Robert Olstein - Olstein Capital Management | 0.99 | Add 38.60% | 7,900 | $4,520,000 |
| ☰ | Arnold Van Den Berg - Century Management | 0.79 | Reduce 0.66% | 6,056 | $3,465,071 |
| ☰ | Joel Greenblatt - Gotham Asset Management | 0.25 | Add 7.02% | 141,179 | $80,772,741 |
| ☰ | Glenn Greenberg - Brave Warrior Advisors | 0.01 | Add 10.36% | 373 | $213,404 |
| ☰ | Bill Nygren - Oakmark Funds | 0.00 | Add 4.11% | 4,461 | $2,552,272 |
Price snapshot:
Current price$656.73
Avg. buy price$330.88
+/- since buy98.48%
52-week low$519.78
52-week high$793.65
Company Fundamentals
Company Profile