|
Torray Investment Partners
|
50,265
|
1.7% |
Reduce |
history
|
|
Dodge & Cox
|
11,338,777
|
1.5% |
Add |
history
|
|
Tweedy, Browne Co.
|
233,967
|
4.9% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
11,407,227
|
4.4% |
Reduce |
history
|
|
Harry Burn - Sound Shore Management
|
324,214
|
2.6% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
207,232
|
9.2% |
Add |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
15,486
|
0.04% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
75,000
|
0.57% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
14,308
|
0.05% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
3,947
|
0.09% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
157,439
|
0.10% |
Add |
history
|
|
George Soros - Soros Fund Management
|
658,367
|
2.3% |
Add |
history
|
|
Polen Capital Management
|
473,431
|
0.37% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
2,770,594
|
3.5% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
3,150
|
<0.01% |
Reduce |
history
|
|
Warren Buffett - Berkshire Hathaway
|
17,846,142
|
1.6% |
New |
history
|
|
Mairs & Power
|
26,268
|
0.06% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
572,000
|
1.1% |
|
history
|
|
Jensen Investment Management
|
1,791,309
|
5.4% |
Reduce |
history
|
|
Andrew Steginsky - Steginsky Capital
|
13,071
|
0.58% |
|
history
|
|
Philippe Laffont - Coatue Management
|
7,221,115
|
4.3% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
23
|
<0.01% |
|
history
|
|
Chase Coleman - Tiger Global Management
|
10,631,402
|
8.0% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
4,183,532
|
5.6% |
Reduce |
history
|
|
Hillman Capital Management
|
8
|
<0.01% |
Reduce |
history
|
|
First Eagle Investment Management
|
3,268,864
|
1.4% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
2,124,130
|
8.4% |
|
history
|
|
First Pacific Advisors
|
2,422,319
|
8.1% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,170,283
|
3.4% |
New |
history
|
|
Lindsell Train
|
2,234,098
|
13.3% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,257,370
|
2.3% |
|
history
|
|
Corvex Management
|
0
|
<0.01% |
Exit |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
102,200
|
0.61% |
New |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
313,132
|
1.0% |
New |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
21,858
|
0.12% |
|
history
|
|
Glen Kacher - Light Street Capital Management
|
122,500
|
5.0% |
New |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
3,523
|
0.34% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
6,289,352
|
7.7% |
Reduce |
history
|
|
Altarock Partners
|
344,391
|
1.5% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
359,143
|
2.7% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
0
|
<0.01% |
Exit |
history
|
|
Li Lu - Himalaya Capital Management
|
2,543,300
|
19.1% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
2,356,719
|
9.5% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
104,770
|
7.4% |
|
history
|
|
Robert Vinall - Rv Capital AG
|
32,520
|
1.4% |
|
history
|
|
Gavin Baker - Atreides Management
|
550,260
|
2.6% |
Reduce |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
182,217
|
1.3% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
1,750,000
|
12.5% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
613,333
|
6.0% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
65,700
|
9.1% |
Reduce |
history
|
|
Guy Spier - Aquamarine Zurich AG
|
16,000
|
1.2% |
|
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
11,502
|
0.04% |
Reduce |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
70
|
<0.01% |
|
history
|