|
Torray Investment Partners
|
180,608
|
4.2% |
Reduce |
history
|
|
Dodge & Cox
|
12,428,035
|
1.1% |
Reduce |
history
|
|
Tweedy, Browne Co.
|
2,007,872
|
14.1% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
23,486,473
|
6.0% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
279,250
|
8.7% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
22,330
|
0.03% |
Add |
history
|
|
Leon Cooperman - Omega Advisors
|
650,000
|
4.5% |
|
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
334,620
|
2.3% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
17,992
|
0.05% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
2,515
|
0.05% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
6,850
|
<0.01% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
1,404,080
|
2.6% |
Reduce |
history
|
|
Polen Capital Management
|
2,171,266
|
0.75% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,568,210
|
2.9% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
900,000
|
1.8% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
5,771
|
0.01% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
3,113,001
|
3.9% |
New |
history
|
|
Mairs & Power
|
28,401
|
0.04% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
555,000
|
0.88% |
Add |
history
|
|
Jensen Investment Management
|
6,431,788
|
6.7% |
Add |
history
|
|
Andrew Steginsky - Steginsky Capital
|
10,780
|
0.43% |
|
history
|
|
Philippe Laffont - Coatue Management
|
5,183,473
|
3.4% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
20
|
<0.01% |
Reduce |
history
|
|
Gates Foundation Trust
|
38,400
|
0.01% |
New |
history
|
|
Chase Coleman - Tiger Global Management
|
5,335,225
|
5.1% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
4,368,706
|
4.2% |
Reduce |
history
|
|
Hillman Capital Management
|
56,000
|
2.8% |
Reduce |
history
|
|
First Eagle Investment Management
|
3,435,856
|
1.2% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
2,322,340
|
10.0% |
|
history
|
|
First Pacific Advisors
|
3,177,918
|
6.5% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,579,841
|
4.2% |
Add |
history
|
|
Chris James - Meritage Group
|
302
|
<0.01% |
Add |
history
|
|
Lindsell Train
|
16,850
|
0.04% |
|
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,565,604
|
3.0% |
|
history
|
|
Corvex Management
|
187,180
|
1.3% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
838,375
|
3.9% |
New |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
21,838
|
0.07% |
|
history
|
|
Nehal Chopra - Ratan Capital Management
|
20,000
|
2.0% |
New |
history
|
|
Glen Kacher - Light Street Capital Management
|
140,133
|
5.4% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
5,700
|
0.33% |
|
history
|
|
Terry Smith - Fundsmith
|
7,588,728
|
4.5% |
Reduce |
history
|
|
Altarock Partners
|
5,259,222
|
17.2% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
234,124
|
1.7% |
Add |
history
|
|
Li Lu - Himalaya Capital Management
|
2,543,300
|
18.3% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
3,043,664
|
6.6% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,460,888
|
2.8% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
229,410
|
10.8% |
Add |
history
|
|
Gavin Baker - Atreides Management
|
1,240,957
|
5.3% |
New |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,039,198
|
6.2% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
2,300,000
|
14.1% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
631,690
|
4.9% |
Add |
history
|
|
Guy Spier - Aquamarine Zurich AG
|
16,000
|
1.0% |
|
history
|
|
Bill Ackman - Pershing Square
|
4,354,824
|
5.4% |
Add |
history
|