| Reporting Name | Ownership % | Change | Value $ | Shares owned | Change | Activity % | Price | Form | Report date | Filing time |
|---|---|---|---|---|---|---|---|---|---|---|
| Darsana Capital Partners LP | 4.7% | -10% | $545,773,214 | 7,658,900 | -841,100 | -9.9% | $71.26 | 13G/A | 31 Dec 2025 | 17 Feb 2026, 20:03 |
| Darsana Capital Partners LP | 5.2% | $487,900,000 | 8,500,000 | $57.40 | 13G | 14 Oct 2025 | 21 Oct 2025, 18:33 |
| Holdings date | Option | Weight | Change | Value $ | Shares | Change | Activity % | Price | All Holders |
|---|---|---|---|---|---|---|---|---|---|
| 31 Dec 2025 | 11% | -0.47% | $531,680,838 | 7,658,900 | -341,100 | -4.3% | $69.42 | Q4 2025 | |
| 30 Sep 2025 | 11% | +2.4% | $459,200,000 | 8,000,000 | +1,750,000 | +28% | $57.40 | Q3 2025 | |
| 30 Jun 2025 | 10% | 0% | $349,875,000 | 6,250,000 | 0 | $55.98 | Q2 2025 | ||
| 31 Mar 2025 | 9% | +0.72% | $310,000,000 | 6,250,000 | +500,000 | $49.60 | Q1 2025 | ||
| 31 Dec 2024 | 9.1% | +1.2% | $299,287,500 | 5,750,000 | +750,000 | +15% | $52.05 | Q4 2024 | |
| 30 Sep 2024 | 6.9% | -1.7% | $278,350,000 | 5,000,000 | -1,250,000 | -20% | $55.67 | Q3 2024 | |
| 30 Jun 2024 | 8.7% | +2.1% | $320,062,500 | 6,250,000 | +1,250,000 | +25% | $51.21 | Q2 2024 | |
| 31 Mar 2024 | 6.9% | 0% | $216,100,000 | 5,000,000 | 0 | $43.22 | Q1 2024 | ||
| 31 Dec 2023 | 8.7% | 0% | $244,950,000 | 5,000,000 | 0 | $48.99 | Q4 2023 | ||
| 30 Sep 2023 | 10% | 0% | $206,000,000 | 5,000,000 | 0 | $41.20 | Q3 2023 | ||
| 30 Jun 2023 | 13% | 0% | $196,900,000 | 5,000,000 | 0 | $39.38 | Q2 2023 | ||
| 31 Mar 2023 | 13% | -0.59% | $194,400,000 | 5,000,000 | -224,765 | -4.3% | $38.88 | Q1 2023 | |
| 31 Dec 2022 | 11% | -7.1% | $169,595,872 | 5,224,765 | -3,275,235 | -39% | $32.46 | Q4 2022 | |
| 30 Sep 2022 | 13% | 0% | $244,375,000 | 8,500,000 | 0 | $28.75 | Q3 2022 | ||
| 30 Jun 2022 | 13% | 0% | $237,150,000 | 8,500,000 | 0 | $27.90 | Q2 2022 | ||
| 31 Mar 2022 | 20% | 0% | $389,640,000 | 8,500,000 | 0 | $45.84 | Q1 2022 | ||
| 31 Dec 2021 | 19% | 0% | $410,550,000 | 8,500,000 | 0 | $48.30 | Q4 2021 | ||
| 30 Sep 2021 | 14% | -1.5% | $418,795,000 | 8,500,000 | -923,665 | -9.8% | $49.27 | Q3 2021 | |
| 30 Jun 2021 | 12% | -0.75% | $410,401,000 | 9,423,665 | -576,335 | -5.8% | $43.55 | Q2 2021 | |
| 31 Mar 2021 | 14% | 0% | $506,200,000 | 10,000,000 | 0 | $50.62 | Q1 2021 | ||
| 31 Dec 2020 | 15% | +1.5% | $517,700,000 | 10,000,000 | +1,000,000 | +11% | $51.77 | Q4 2020 | |
| 30 Sep 2020 | 20% | 0% | $385,110,000 | 9,000,000 | 0 | $42.79 | Q3 2020 | ||
| 30 Jun 2020 | 22% | -10% | $378,270,000 | 9,000,000 | -4,000,000 | -31% | $42.03 | Q2 2020 | |
| 31 Mar 2020 | 19% | +1.5% | $399,230,000 | 13,000,000 | +1,000,000 | +8.3% | $30.71 | Q1 2020 | |
| 31 Dec 2019 | 13% | +1.6% | $386,040,000 | 12,000,000 | +1,500,000 | +14% | $32.17 | Q4 2019 | |
| 30 Sep 2019 | 11% | +3.1% | $299,040,000 | 10,500,000 | +2,909,947 | +38% | $28.48 | Q3 2019 | |
| 30 Jun 2019 | 8% | -2.6% | $247,588,000 | 7,590,053 | -2,409,947 | -24% | $32.62 | Q2 2019 | |
| 31 Mar 2019 | 12% | -3.4% | $328,500,000 | 10,000,000 | -2,784,000 | -22% | $32.85 | Q1 2019 | |
| 31 Dec 2018 | 12% | -2.1% | $284,955,000 | 12,784,000 | -2,216,000 | -15% | $22.29 | Q4 2018 | |
| 30 Sep 2018 | 11% | 0% | $347,250,000 | 15,000,000 | 0 | $23.15 | Q3 2018 | ||
| 30 Jun 2018 | 12% | 0% | $388,500,000 | 15,000,000 | 0 | $25.90 | Q2 2018 | ||
| 31 Mar 2018 | 13% | +0.4% | $361,500,000 | 15,000,000 | +475,665 | +3.3% | $24.10 | Q1 2018 | |
| 31 Dec 2017 | 10% | +4.7% | $268,700,000 | 14,524,335 | +6,524,335 | +82% | $18.50 | Q4 2017 | |
| 30 Sep 2017 | 6.8% | +4.2% | $156,800,000 | 8,000,000 | +4,930,592 | +161% | $19.60 | Q3 2017 | |
| 30 Jun 2017 | 3.4% | +3.4% | $54,329,000 | 3,069,408 | +3,069,408 | NEW | $17.70 | Q2 2017 |