|
Torray Investment Partners
|
13,609
|
4.0% |
Reduce |
history
|
|
Dodge & Cox
|
12,250,918
|
1.1% |
Add |
history
|
|
Tweedy, Browne Co.
|
2,003,632
|
14.2% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
19,739,050
|
4.8% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
267,624
|
9.2% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
21,930
|
0.03% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
650,000
|
4.1% |
|
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
274,620
|
3.4% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
0
|
<0.01% |
Exit |
history
|
|
David Katz - Matrix Asset Advisors
|
2,465
|
0.04% |
|
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
67,050
|
0.03% |
Add |
history
|
|
George Soros - Soros Fund Management
|
1,490,599
|
3.7% |
Add |
history
|
|
Polen Capital Management
|
2,135,363
|
0.74% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,082,282
|
2.6% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
3,000,000
|
5.8% |
New |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
5,047
|
0.01% |
Reduce |
history
|
|
Mairs & Power
|
32,447
|
0.05% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
555,000
|
0.83% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
0
|
<0.01% |
Exit |
history
|
|
Jensen Investment Management
|
5,796,244
|
6.7% |
Reduce |
history
|
|
Andrew Steginsky - Steginsky Capital
|
12,984
|
0.47% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
4,478,469
|
2.7% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
20
|
<0.01% |
|
history
|
|
Chase Coleman - Tiger Global Management
|
10,308,800
|
8.5% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
4,830,894
|
4.6% |
Add |
history
|
|
Hillman Capital Management
|
45,000
|
2.2% |
Add |
history
|
|
First Eagle Investment Management
|
3,366,510
|
1.2% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
2,067,195
|
9.7% |
Reduce |
history
|
|
First Pacific Advisors
|
3,206,551
|
6.8% |
Add |
history
|
|
Chris James - Meritage Group
|
607
|
<0.01% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,565,604
|
3.6% |
|
history
|
|
Corvex Management
|
480,209
|
3.4% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
286,430
|
0.66% |
New |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
21,858
|
0.07% |
|
history
|
|
Glen Kacher - Light Street Capital Management
|
110,000
|
4.0% |
New |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
5,718
|
0.34% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
6,980,992
|
4.1% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
292,664
|
1.8% |
Add |
history
|
|
Chris Hohn - Tci Fund Management
|
1,210,591
|
0.46% |
Add |
history
|
|
Li Lu - Himalaya Capital Management
|
2,543,300
|
17.0% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
2,904,857
|
6.8% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
2,373,083
|
5.4% |
Add |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
112,780
|
4.8% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
895,210
|
3.1% |
New |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,360,675
|
7.2% |
Add |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Grant Wonders - Voyager Global Management
|
2,550,000
|
18.6% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
601,537
|
4.4% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
34,100
|
5.6% |
|
history
|
|
Guy Spier - Aquamarine Zurich AG
|
16,000
|
0.92% |
|
history
|
|
Bill Ackman - Pershing Square
|
4,354,824
|
6.1% |
|
history
|