|
Torray Investment Partners
|
7,238
|
0.17% |
Add |
history
|
|
Dodge & Cox
|
35,363,825
|
3.1% |
Reduce |
history
|
|
Tweedy, Browne Co.
|
594,661
|
4.2% |
|
history
|
|
Mason Hawkins - Southeastern Asset Management
|
7,653
|
0.04% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
1,961,187
|
0.50% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
1,552
|
0.05% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
8,093,922
|
11.6% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
983,200
|
7.1% |
Reduce |
history
|
|
Don Yacktman - Yacktman Asset Management
|
4,120,154
|
5.4% |
Reduce |
history
|
|
Farallon Capital Management
|
3,557,140
|
2.4% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
0
|
<0.01% |
Exit |
history
|
|
Robert Olstein - Olstein Capital Management
|
55,000
|
1.2% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
172,099
|
3.2% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
249,398
|
0.10% |
Add |
history
|
|
Polen Capital Management
|
19,492,288
|
6.8% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
712,177
|
0.59% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
9,203
|
0.02% |
Reduce |
history
|
|
Seth Klarman - Baupost Group
|
3,831,538
|
9.7% |
Reduce |
history
|
|
Mairs & Power
|
3,377,890
|
5.2% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
2,749,860
|
4.4% |
|
history
|
|
Robert Karr - Joho Capital
|
250,300
|
7.4% |
Add |
history
|
|
Andrew Steginsky - Steginsky Capital
|
619,709
|
25.1% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
1,294,258
|
0.87% |
New |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
108,849
|
5.0% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
701,234
|
2.4% |
Reduce |
history
|
|
Gates Foundation Trust
|
14,000
|
<0.01% |
New |
history
|
|
Hillman Capital Management
|
2,210
|
0.11% |
Add |
history
|
|
First Eagle Investment Management
|
6,687,407
|
2.3% |
Reduce |
history
|
|
First Pacific Advisors
|
2,422,004
|
5.0% |
Reduce |
history
|
|
Chris James - Meritage Group
|
1,712
|
<0.01% |
Reduce |
history
|
|
Senator Investment Group
|
625,000
|
4.6% |
Add |
history
|
|
Triple Frond Partners
|
822,900
|
13.8% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
27,744,572
|
7.7% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,575,580
|
7.0% |
|
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
6,900
|
0.02% |
|
history
|
|
Vulcan Value Partners
|
3,159,334
|
6.3% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
27,405
|
1.6% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
4,577,055
|
7.0% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
906,324
|
6.5% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
16,927,056
|
8.1% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
2,750,000
|
7.2% |
Add |
history
|
|
Bryan Lawrence - Oakcliff Capital Partners
|
138,880
|
12.6% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
907,610
|
15.6% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
217,642
|
0.22% |
Reduce |
history
|
|
Li Lu - Himalaya Capital Management
|
3,044,000
|
22.1% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
1,874,601
|
4.1% |
Reduce |
history
|
|
Duan Yongping - H&H International Investment
|
5,376,100
|
5.3% |
Reduce |
history
|
|
Bill Ackman - Pershing Square
|
9,377,195
|
11.8% |
|
history
|