|
Torray Investment Partners
|
7,389
|
0.17% |
Reduce |
history
|
|
Dodge & Cox
|
24,893,268
|
2.4% |
Reduce |
history
|
|
Tweedy, Browne Co.
|
54,575
|
0.43% |
Reduce |
history
|
|
Mason Hawkins - Southeastern Asset Management
|
6,527
|
0.05% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
1,617,844
|
0.35% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
5,993,946
|
10.3% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
566,975
|
4.7% |
Reduce |
history
|
|
Don Yacktman - Yacktman Asset Management
|
2,129,249
|
3.7% |
Reduce |
history
|
|
Farallon Capital Management
|
2,410,540
|
2.0% |
Add |
history
|
|
Robert Olstein - Olstein Capital Management
|
37,000
|
1.1% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
163,875
|
3.0% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
112,898
|
0.05% |
Add |
history
|
|
George Soros - Soros Fund Management
|
798
|
<0.01% |
New |
history
|
|
Polen Capital Management
|
12,821,010
|
5.5% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
665,676
|
0.62% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
5,916
|
0.01% |
Reduce |
history
|
|
Seth Klarman - Baupost Group
|
1,465,588
|
7.0% |
Add |
history
|
|
Mairs & Power
|
2,743,465
|
4.3% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
2,749,860
|
4.1% |
|
history
|
|
Andrew Steginsky - Steginsky Capital
|
644,108
|
24.4% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
663,296
|
0.41% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
76,000
|
3.7% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
560,716
|
2.3% |
Add |
history
|
|
Hillman Capital Management
|
1,741
|
0.10% |
Reduce |
history
|
|
First Eagle Investment Management
|
6,680,974
|
2.3% |
Reduce |
history
|
|
First Pacific Advisors
|
1,815,951
|
4.2% |
Reduce |
history
|
|
Francis Chou - Chou Associates Management
|
82,390
|
8.6% |
|
history
|
|
Chris James - Meritage Group
|
0
|
<0.01% |
Exit |
history
|
|
Senator Investment Group
|
175,000
|
1.4% |
Reduce |
history
|
|
Triple Frond Partners
|
836,850
|
18.1% |
Add |
history
|
|
Lindsell Train
|
17,750
|
0.07% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
29,257,164
|
7.1% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,575,580
|
8.3% |
|
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
3,790
|
0.01% |
|
history
|
|
Vulcan Value Partners
|
1,885,741
|
5.3% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
18,390
|
1.3% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
3,264,022
|
5.5% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
646,180
|
4.1% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
16,927,056
|
6.4% |
|
history
|
|
David Tepper - Appaloosa
|
1,881,964
|
4.7% |
Reduce |
history
|
|
Bryan Lawrence - Oakcliff Capital Partners
|
118,880
|
10.0% |
|
history
|
|
Pat Dorsey - Dorsey Asset Management
|
451,618
|
8.1% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
128,085
|
0.20% |
Add |
history
|
|
Li Lu - Himalaya Capital Management
|
3,044,000
|
20.6% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
1,460,992
|
3.8% |
Reduce |
history
|
|
Duan Yongping - H&H International Investment
|
5,066,300
|
5.1% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
4,308
|
0.19% |
Add |
history
|
|
Bill Ackman - Pershing Square
|
7,547,582
|
9.8% |
|
history
|