|
Torray Investment Partners
|
178,355
|
4.9% |
Add |
history
|
|
Dodge & Cox
|
12,202,672
|
1.3% |
Reduce |
history
|
|
Tweedy, Browne Co.
|
1,944,587
|
16.3% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
18,223,963
|
5.6% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
260,855
|
8.6% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
20,356
|
0.04% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
650,000
|
5.0% |
|
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
274,620
|
4.2% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
11,187
|
0.04% |
New |
history
|
|
David Katz - Matrix Asset Advisors
|
2,665
|
0.06% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
107,495
|
0.06% |
Add |
history
|
|
George Soros - Soros Fund Management
|
914,942
|
3.0% |
Reduce |
history
|
|
Polen Capital Management
|
2,094,374
|
0.96% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,074,425
|
3.3% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
1,980,000
|
4.1% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
4,967
|
0.02% |
Reduce |
history
|
|
Mairs & Power
|
30,799
|
0.05% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
555,000
|
0.99% |
|
history
|
|
Jensen Investment Management
|
4,711,234
|
7.0% |
Reduce |
history
|
|
Christopher Bloomstran - Semper Augustus Investments Group
|
1,160
|
0.04% |
New |
history
|
|
Andrew Steginsky - Steginsky Capital
|
13,041
|
0.55% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
2,764,509
|
2.0% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
20
|
<0.01% |
|
history
|
|
Chase Coleman - Tiger Global Management
|
10,308,800
|
8.7% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
4,596,412
|
5.6% |
Reduce |
history
|
|
Hillman Capital Management
|
35,700
|
2.3% |
Reduce |
history
|
|
First Eagle Investment Management
|
3,344,698
|
1.4% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
2,067,195
|
7.4% |
|
history
|
|
First Pacific Advisors
|
3,160,416
|
7.8% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
2,970,421
|
7.7% |
New |
history
|
|
Chris James - Meritage Group
|
351
|
<0.01% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
2,017,604
|
5.4% |
Add |
history
|
|
Corvex Management
|
513,209
|
4.3% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
674,530
|
1.8% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
21,858
|
0.09% |
|
history
|
|
Glen Kacher - Light Street Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
3,718
|
0.29% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
6,849,259
|
5.1% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
310,083
|
2.4% |
Add |
history
|
|
Chris Hohn - Tci Fund Management
|
6,027,410
|
2.7% |
Add |
history
|
|
Li Lu - Himalaya Capital Management
|
2,543,300
|
18.1% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
2,775,840
|
7.9% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
112,780
|
5.6% |
|
history
|
|
Gavin Baker - Atreides Management
|
537,435
|
3.2% |
Reduce |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
983,948
|
6.8% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
1,700,000
|
13.8% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
601,278
|
5.8% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
78,300
|
14.3% |
Add |
history
|
|
Guy Spier - Aquamarine Zurich AG
|
16,000
|
1.1% |
|
history
|
|
Bill Ackman - Pershing Square
|
3,986,488
|
7.0% |
Reduce |
history
|