Consensus8.1/100↑ 1Current quarter score · 2026 Q2
Investors holding2
New positions1
Increased1
Decreased0
Exited0
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| David TepperAppaloosa | 2.32%+2.3 pp | 800,000 | — | New | 2026-08-14 | SEC filing |
| Viking GlobalViking Global | 2.02%+0.2 pp | 3,274,825 | +2.5% | Increased | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 2 |
| 2026 Q1 | 1 |
| 2025 Q4 | 1 |
| 2025 Q3 | 1 |
| 2025 Q2 | 1 |
| 2025 Q1 | 1 |
| 2024 Q4 | 2 |
| 2024 Q3 | 1 |
| 2024 Q2 | 1 |
| 2024 Q1 | 1 |
| 2023 Q4 | 0 |
| 2023 Q3 | 0 |
| 2023 Q2 | 0 |
| 2023 Q1 | 0 |
| 2022 Q4 | 0 |
| 2022 Q3 | 0 |
| 2022 Q2 | 1 |
| 2022 Q1 | 1 |
| 2021 Q4 | 0 |
| 2021 Q3 | 1 |
Inside the Consensus Score
breadth3.8 / 30
conviction0.5 / 20
activity1.5 / 20
trend1.4 / 15
persistence0.9 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
AppaloosaOfficial SEC filing
Viking GlobalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 097023105 · COM
Original information table · XML/data
Original information table · XML/data
Appaloosa · 13F-HR · SEC filing · TXT
Viking Global · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups