|
Torray Investment Partners
|
169,561
|
4.6% |
Reduce |
history
|
|
Dodge & Cox
|
12,005,162
|
1.3% |
Add |
history
|
|
Tweedy, Browne Co.
|
736,815
|
9.4% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
16,490,303
|
4.1% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
247,035
|
9.2% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
20,466
|
0.04% |
Add |
history
|
|
Leon Cooperman - Omega Advisors
|
650,000
|
4.7% |
|
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
0
|
<0.01% |
Exit |
history
|
|
David Katz - Matrix Asset Advisors
|
2,986
|
0.06% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
108,440
|
0.05% |
Add |
history
|
|
George Soros - Soros Fund Management
|
1,331,381
|
3.8% |
Add |
history
|
|
Polen Capital Management
|
1,230,197
|
0.63% |
Reduce |
history
|
|
John Paulson - Paulson & Co.
|
10,000
|
0.12% |
New |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,015,704
|
3.3% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
4,815
|
0.01% |
Reduce |
history
|
|
Mairs & Power
|
25,891
|
0.05% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
555,000
|
0.93% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,661,375
|
2.2% |
Add |
history
|
|
Jensen Investment Management
|
3,231,336
|
5.5% |
Reduce |
history
|
|
Andrew Steginsky - Steginsky Capital
|
13,071
|
0.53% |
|
history
|
|
Philippe Laffont - Coatue Management
|
3,237,591
|
2.1% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
20
|
<0.01% |
|
history
|
|
Chase Coleman - Tiger Global Management
|
10,308,800
|
7.4% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
4,487,038
|
5.1% |
Add |
history
|
|
Hillman Capital Management
|
36,104
|
2.5% |
Add |
history
|
|
First Eagle Investment Management
|
3,342,282
|
1.4% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
2,124,130
|
6.5% |
Add |
history
|
|
First Pacific Advisors
|
2,689,681
|
7.3% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,430,638
|
3.2% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,263,315
|
8.3% |
Add |
history
|
|
Corvex Management
|
643,209
|
3.4% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
76,680
|
0.39% |
New |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
867,305
|
3.0% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
21,858
|
0.10% |
|
history
|
|
Nehal Chopra - Ratan Capital Management
|
62,350
|
1.8% |
New |
history
|
|
Glen Kacher - Light Street Capital Management
|
60,296
|
2.1% |
New |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
3,523
|
0.29% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
6,848,278
|
5.5% |
Reduce |
history
|
|
Altarock Partners
|
3,480,801
|
13.3% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
256,523
|
1.8% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
6,027,410
|
2.7% |
|
history
|
|
Li Lu - Himalaya Capital Management
|
2,543,300
|
17.8% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
2,391,801
|
7.7% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
107,770
|
6.2% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
443,621
|
1.8% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
516,837
|
2.9% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
2,675,000
|
20.2% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
595,490
|
5.2% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
54,850
|
9.9% |
Add |
history
|
|
Guy Spier - Aquamarine Zurich AG
|
16,000
|
1.1% |
|
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
1,175
|
0.06% |
New |
history
|
|
Bill Ackman - Pershing Square
|
3,986,488
|
6.0% |
|
history
|
|
Rule One Partners
|
63,010
|
4.6% |
Add |
history
|