|
Torray Investment Partners
|
180,608
|
0.18% |
Add |
history
|
|
Dodge & Cox
|
30,941,859
|
2.7% |
Reduce |
history
|
|
Tweedy, Browne Co.
|
413,476
|
3.0% |
Reduce |
history
|
|
Mason Hawkins - Southeastern Asset Management
|
5,299
|
0.03% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
1,764,469
|
0.43% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
0
|
<0.01% |
Exit |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
7,060,922
|
11.0% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
758,100
|
5.8% |
Reduce |
history
|
|
Don Yacktman - Yacktman Asset Management
|
3,653,677
|
5.0% |
Reduce |
history
|
|
Farallon Capital Management
|
3,337,950
|
2.3% |
Add |
history
|
|
Robert Olstein - Olstein Capital Management
|
38,000
|
0.95% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
164,655
|
3.0% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
94,637
|
0.04% |
Reduce |
history
|
|
Polen Capital Management
|
18,078,336
|
6.4% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
671,067
|
0.57% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
6,186
|
0.02% |
Reduce |
history
|
|
Seth Klarman - Baupost Group
|
2,957,652
|
12.3% |
Add |
history
|
|
Mairs & Power
|
3,205,267
|
4.7% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
2,749,860
|
4.1% |
|
history
|
|
Andrew Steginsky - Steginsky Capital
|
644,377
|
23.6% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
1,172,016
|
0.70% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
94,450
|
4.2% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
776,763
|
3.1% |
Add |
history
|
|
Hillman Capital Management
|
2,091
|
0.10% |
Reduce |
history
|
|
First Eagle Investment Management
|
6,729,539
|
2.3% |
Add |
history
|
|
First Pacific Advisors
|
2,133,895
|
4.6% |
Reduce |
history
|
|
Chris James - Meritage Group
|
1,427
|
<0.01% |
Reduce |
history
|
|
Senator Investment Group
|
425,000
|
2.9% |
Reduce |
history
|
|
Triple Frond Partners
|
778,300
|
13.5% |
Add |
history
|
|
Lindsell Train
|
16,850
|
0.05% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
28,912,328
|
7.3% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,575,580
|
8.2% |
|
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
3,790
|
0.01% |
|
history
|
|
Vulcan Value Partners
|
2,547,815
|
5.6% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
23,350
|
1.4% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
2,490,553
|
3.7% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
645,800
|
4.0% |
Add |
history
|
|
Chris Hohn - Tci Fund Management
|
16,927,056
|
6.5% |
|
history
|
|
David Tepper - Appaloosa
|
2,075,000
|
4.7% |
Reduce |
history
|
|
Bryan Lawrence - Oakcliff Capital Partners
|
118,880
|
10.8% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
846,297
|
15.0% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
143,345
|
0.15% |
Reduce |
history
|
|
Li Lu - Himalaya Capital Management
|
3,044,000
|
20.5% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
1,580,745
|
3.7% |
Reduce |
history
|
|
Duan Yongping - H&H International Investment
|
5,126,000
|
5.5% |
Reduce |
history
|
|
Bill Ackman - Pershing Square
|
9,377,195
|
13.3% |
|
history
|