|
Torray Investment Partners
|
52,690
|
1.3% |
Reduce |
history
|
|
Dodge & Cox
|
11,275,218
|
1.1% |
Reduce |
history
|
|
Tweedy, Browne Co.
|
321,299
|
5.3% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
15,749,876
|
4.5% |
Reduce |
history
|
|
Harry Burn - Sound Shore Management
|
434,674
|
2.6% |
New |
history
|
|
David Rolfe - Wedgewood Partners
|
201,303
|
7.6% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
15,729
|
0.03% |
Add |
history
|
|
Leon Cooperman - Omega Advisors
|
75,000
|
0.46% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
26,637
|
0.07% |
New |
history
|
|
David Katz - Matrix Asset Advisors
|
3,888
|
0.07% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
129,033
|
0.06% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
26,970
|
0.06% |
Reduce |
history
|
|
Polen Capital Management
|
620,019
|
0.34% |
Add |
history
|
|
Christopher Davis - Davis Selected Advisers
|
2,854,413
|
2.7% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
7,822
|
0.02% |
Add |
history
|
|
Mairs & Power
|
23,877
|
0.04% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
572,000
|
0.85% |
Add |
history
|
|
Jensen Investment Management
|
2,375,178
|
4.9% |
Reduce |
history
|
|
Andrew Steginsky - Steginsky Capital
|
13,071
|
0.47% |
|
history
|
|
Philippe Laffont - Coatue Management
|
2,010,681
|
0.99% |
|
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
23
|
<0.01% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
10,631,402
|
5.5% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
4,229,590
|
4.3% |
Reduce |
history
|
|
Hillman Capital Management
|
17,208
|
1.7% |
Reduce |
history
|
|
First Eagle Investment Management
|
3,280,631
|
1.1% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
2,124,130
|
6.1% |
|
history
|
|
First Pacific Advisors
|
2,478,411
|
6.3% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Lindsell Train
|
2,028,223
|
8.4% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,257,370
|
2.2% |
Reduce |
history
|
|
Corvex Management
|
225,709
|
1.7% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
21,858
|
0.09% |
|
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
3,532
|
0.26% |
Add |
history
|
|
Terry Smith - Fundsmith
|
6,803,454
|
5.2% |
Reduce |
history
|
|
Altarock Partners
|
1,045,429
|
3.4% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
379,617
|
2.3% |
Add |
history
|
|
Chris Hohn - Tci Fund Management
|
3,155,110
|
1.1% |
Reduce |
history
|
|
Li Lu - Himalaya Capital Management
|
2,543,300
|
16.7% |
|
history
|
|
Ruane, Cunniff & Goldfarb
|
2,366,319
|
7.1% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
104,770
|
5.2% |
|
history
|
|
Robert Vinall - Rv Capital AG
|
32,520
|
1.1% |
New |
history
|
|
Gavin Baker - Atreides Management
|
950,859
|
4.6% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
698,437
|
3.9% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
3,025,000
|
19.1% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
613,053
|
4.9% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
101,700
|
13.5% |
Add |
history
|
|
Guy Spier - Aquamarine Zurich AG
|
16,000
|
0.91% |
|
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
71,693
|
0.27% |
Add |
history
|
|
Bill Ackman - Pershing Square
|
0
|
<0.01% |
Exit |
history
|
|
Rule One Partners
|
0
|
<0.01% |
Exit |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
70
|
<0.01% |
|
history
|