manager	shares	port %	label
Torray Investment Partners	180,997	4.1%	Add	history
Dodge & Cox	12,223,160	1.1%	Reduce	history
Tweedy, Browne Co.	2,007,252	13.7%	Reduce	history
Bill Nygren / Oakmark - Harris Associates L P	20,711,170	5.0%	Reduce	history
David Rolfe - Wedgewood Partners	271,299	8.3%	Reduce	history
Thomas Russo - Gardner Russo & Quinn	22,530	0.03%	Add	history
Leon Cooperman - Omega Advisors	650,000	4.3%		history
Prem Watsa - Fairfax Financial Holdings	274,620	2.6%	Reduce	history
Lee Ainslie - Maverick Capital	23,498	0.07%	Add	history
David Katz - Matrix Asset Advisors	2,465	0.04%	Reduce	history
Ron Baron - Bamco Inc. (Baron Capital)	6,696	<0.01%	Reduce	history
George Soros - Soros Fund Management	1,219,080	2.2%	Reduce	history
Polen Capital Management	2,138,915	0.72%	Reduce	history
Christopher Davis - Davis Selected Advisers	3,522,043	2.8%	Reduce	history
Dan Loeb - Third Point	0	<0.01%	Exit	history
Murray Stahl - Horizon Kinetics Asset Management	5,569	0.02%	Reduce	history
Stephen Mandel - Lone Pine Capital	0	<0.01%	Exit	history
Mairs & Power	35,721	0.05%	Add	history
Thomas Gayner - Markel Group	555,000	0.84%		history
Andreas Halvorsen - Viking Global Investors	3,293,461	1.7%	New	history
Jensen Investment Management	6,292,869	6.7%	Reduce	history
Andrew Steginsky - Steginsky Capital	12,980	0.50%	Add	history
Philippe Laffont - Coatue Management	1,881,131	1.1%	Reduce	history
Arnold Van Den Berg - Van Den Berg Management I	20	<0.01%		history
Gates Foundation Trust	0	<0.01%	Exit	history
Chase Coleman - Tiger Global Management	4,056,925	4.0%	Reduce	history
William Von Mueffling - Cantillon Capital Management	4,265,676	4.0%	Reduce	history
Hillman Capital Management	42,431	2.0%	Reduce	history
First Eagle Investment Management	3,395,741	1.1%	Reduce	history
David Abrams - Abrams Capital Management	2,322,340	10.1%		history
First Pacific Advisors	3,199,616	6.7%	Add	history
Alex Sacerdote - Whale Rock Capital Management	0	<0.01%	Exit	history
Chris James - Meritage Group	491	<0.01%	Add	history
Lindsell Train	0	<0.01%	Exit	history
Eric Mandelblatt - Soroban Capital Partners	1,565,604	2.7%		history
Corvex Management	187,180	1.4%		history
Stanley Druckenmiller - Duquesne Family Office	0	<0.01%	Exit	history
Glenn Greenberg - Brave Warrior Advisors	21,858	0.07%	Add	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	5,918	0.34%	Add	history
Terry Smith - Fundsmith	7,017,411	4.1%	Reduce	history
Altarock Partners	4,859,830	15.1%	Reduce	history
Francois Rochon - Giverny Capital	279,386	1.8%	Add	history
Chris Hohn - Tci Fund Management	157,400	0.06%	New	history
Li Lu - Himalaya Capital Management	2,543,300	17.3%		history
Ruane, Cunniff & Goldfarb	2,976,113	6.6%	Reduce	history
Dan Sundheim - D1 Capital Partners	1,959,069	4.8%	Add	history
Josh Tarasoff - Greenlea Lane Capital Management	138,140	6.0%	Reduce	history
Gavin Baker - Atreides Management	0	<0.01%	Exit	history
Ben Jacobs - Anomaly Capital Management	1,054,714	6.3%	Add	history
Ryan Packard - Hiddenite Capital Partners	18,500	1.5%	New	history
Grant Wonders - Voyager Global Management	2,715,000	18.1%	Add	history
Samantha Mclemore - Patient Capital Management	600,588	4.4%	Reduce	history
Ram Parameswaran - Octahedron Capital Management	34,100	5.6%	New	history
Guy Spier - Aquamarine Zurich AG	16,000	0.98%		history
Bill Ackman - Pershing Square	4,354,824	5.9%		history