|
Torray Investment Partners
|
139,687
|
3.2% |
Reduce |
history
|
|
Dodge & Cox
|
11,595,682
|
1.0% |
Reduce |
history
|
|
Tweedy, Browne Co.
|
672,947
|
9.2% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
16,702,194
|
4.3% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
247,928
|
8.3% |
Add |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
15,611
|
0.03% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
650,000
|
4.0% |
|
history
|
|
David Katz - Matrix Asset Advisors
|
3,307
|
0.06% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
130,108
|
0.06% |
Add |
history
|
|
George Soros - Soros Fund Management
|
497,458
|
1.1% |
Reduce |
history
|
|
Polen Capital Management
|
610,910
|
0.30% |
Reduce |
history
|
|
John Paulson - Paulson & Co.
|
0
|
<0.01% |
Exit |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,039,483
|
2.7% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
4,830
|
<0.01% |
Add |
history
|
|
Mairs & Power
|
23,787
|
0.04% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
557,000
|
0.76% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
0
|
<0.01% |
Exit |
history
|
|
Jensen Investment Management
|
2,771,379
|
4.7% |
Reduce |
history
|
|
Andrew Steginsky - Steginsky Capital
|
13,071
|
0.45% |
|
history
|
|
Philippe Laffont - Coatue Management
|
2,010,681
|
1.4% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
21
|
<0.01% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
10,308,800
|
6.0% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
4,352,428
|
4.4% |
Reduce |
history
|
|
Hillman Capital Management
|
22,308
|
1.7% |
Reduce |
history
|
|
First Eagle Investment Management
|
3,340,713
|
1.1% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
2,124,130
|
5.8% |
|
history
|
|
First Pacific Advisors
|
2,555,321
|
6.3% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,733,266
|
4.7% |
Add |
history
|
|
Lindsell Train
|
18,225
|
0.08% |
New |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,915,370
|
4.2% |
Reduce |
history
|
|
Corvex Management
|
643,209
|
3.8% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
21,858
|
0.08% |
|
history
|
|
Nehal Chopra - Ratan Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Glen Kacher - Light Street Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
3,523
|
0.23% |
|
history
|
|
Terry Smith - Fundsmith
|
6,843,213
|
4.8% |
Reduce |
history
|
|
Altarock Partners
|
3,454,367
|
10.7% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
255,940
|
1.5% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
4,085,110
|
1.5% |
Reduce |
history
|
|
Li Lu - Himalaya Capital Management
|
2,543,300
|
17.8% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
2,372,844
|
6.7% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
104,770
|
5.6% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
189,077
|
0.89% |
Reduce |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Grant Wonders - Voyager Global Management
|
2,900,000
|
20.0% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
605,692
|
4.8% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
75,000
|
10.1% |
Add |
history
|
|
Guy Spier - Aquamarine Zurich AG
|
16,000
|
0.84% |
|
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
3,847
|
0.04% |
Add |
history
|
|
Bill Ackman - Pershing Square
|
4,437,980
|
5.8% |
Add |
history
|
|
Rule One Partners
|
63,010
|
3.8% |
|
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
70
|
<0.01% |
Add |
history
|