|
Torray Investment Partners
|
7,693
|
0.18% |
Add |
history
|
|
Dodge & Cox
|
31,236,915
|
2.8% |
Reduce |
history
|
|
Tweedy, Browne Co.
|
447,711
|
3.1% |
Reduce |
history
|
|
Mason Hawkins - Southeastern Asset Management
|
5,299
|
0.03% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
1,816,017
|
0.44% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
1,552
|
0.05% |
|
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
7,721,397
|
11.1% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
860,950
|
6.4% |
Reduce |
history
|
|
Don Yacktman - Yacktman Asset Management
|
3,808,388
|
5.0% |
Reduce |
history
|
|
Farallon Capital Management
|
3,138,540
|
2.2% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
47,000
|
1.1% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
169,676
|
3.0% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
297,873
|
0.11% |
Add |
history
|
|
Polen Capital Management
|
18,793,122
|
6.4% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
699,392
|
0.56% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
9,445
|
0.03% |
Add |
history
|
|
Seth Klarman - Baupost Group
|
2,949,538
|
9.1% |
Reduce |
history
|
|
Mairs & Power
|
3,343,819
|
5.0% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
2,749,860
|
4.2% |
|
history
|
|
Robert Karr - Joho Capital
|
0
|
<0.01% |
Exit |
history
|
|
Andrew Steginsky - Steginsky Capital
|
621,597
|
24.1% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
337,422
|
0.20% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
97,814
|
4.6% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
661,944
|
2.4% |
Reduce |
history
|
|
Gates Foundation Trust
|
0
|
<0.01% |
Exit |
history
|
|
Hillman Capital Management
|
2,210
|
0.11% |
|
history
|
|
First Eagle Investment Management
|
6,711,269
|
2.3% |
Add |
history
|
|
First Pacific Advisors
|
2,247,324
|
4.7% |
Reduce |
history
|
|
Chris James - Meritage Group
|
1,619
|
<0.01% |
Reduce |
history
|
|
Senator Investment Group
|
525,000
|
3.2% |
Reduce |
history
|
|
Triple Frond Partners
|
716,700
|
12.0% |
Reduce |
history
|
|
Lindsell Train
|
16,850
|
0.05% |
New |
history
|
|
Lewis Sanders - Sanders Capital
|
28,558,000
|
7.4% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,575,580
|
6.2% |
|
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
3,790
|
0.01% |
Reduce |
history
|
|
Vulcan Value Partners
|
2,673,507
|
5.5% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
27,430
|
1.6% |
Add |
history
|
|
John Armitage - Egerton Capital (UK)
|
3,463,507
|
5.3% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
637,950
|
4.2% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
16,927,056
|
6.6% |
|
history
|
|
David Tepper - Appaloosa
|
2,300,000
|
5.6% |
Reduce |
history
|
|
Bryan Lawrence - Oakcliff Capital Partners
|
138,880
|
12.3% |
|
history
|
|
Pat Dorsey - Dorsey Asset Management
|
857,647
|
15.5% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
207,257
|
0.17% |
Reduce |
history
|
|
Li Lu - Himalaya Capital Management
|
3,044,000
|
20.8% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
1,780,687
|
4.0% |
Reduce |
history
|
|
Duan Yongping - H&H International Investment
|
5,376,100
|
5.2% |
|
history
|
|
Bill Ackman - Pershing Square
|
9,377,195
|
12.7% |
|
history
|