|
Torray Investment Partners
|
47,278
|
2.1% |
Reduce |
history
|
|
Dodge & Cox
|
10,833,118
|
1.8% |
Reduce |
history
|
|
Tweedy, Browne Co.
|
199,561
|
5.0% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
8,918,581
|
3.5% |
Reduce |
history
|
|
Harry Burn - Sound Shore Management
|
349,734
|
3.5% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
163,913
|
9.6% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
14,916
|
0.05% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
75,000
|
0.78% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
0
|
<0.01% |
Exit |
history
|
|
David Katz - Matrix Asset Advisors
|
3,942
|
0.11% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
157,498
|
0.13% |
Add |
history
|
|
Richard Pzena - Pzena Investment Management
|
171,157
|
0.16% |
New |
history
|
|
George Soros - Soros Fund Management
|
639,067
|
2.3% |
Reduce |
history
|
|
Polen Capital Management
|
30,864
|
0.04% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,118,760
|
4.4% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
3,083
|
0.01% |
Reduce |
history
|
|
Warren Buffett - Berkshire Hathaway
|
17,846,142
|
2.0% |
|
history
|
|
Mairs & Power
|
49,881
|
0.15% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
572,000
|
1.4% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,666,272
|
2.2% |
New |
history
|
|
Jensen Investment Management
|
1,532,213
|
7.5% |
Reduce |
history
|
|
Christopher Bloomstran - Semper Augustus Investments Group
|
700
|
0.03% |
New |
history
|
|
Andrew Steginsky - Steginsky Capital
|
13,071
|
0.69% |
|
history
|
|
Philippe Laffont - Coatue Management
|
6,841,436
|
5.4% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
51
|
<0.01% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
10,631,402
|
11.2% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
4,215,234
|
7.1% |
Add |
history
|
|
Hillman Capital Management
|
6
|
<0.01% |
Reduce |
history
|
|
First Eagle Investment Management
|
1,727,965
|
0.95% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
1,916,630
|
10.6% |
Reduce |
history
|
|
First Pacific Advisors
|
1,911,429
|
7.9% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
2,100,923
|
8.4% |
Add |
history
|
|
Lindsell Train
|
2,088,598
|
16.6% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
839,870
|
1.4% |
Reduce |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
385,000
|
2.7% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
519,290
|
2.4% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
20,258
|
0.15% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
20,000
|
1.7% |
New |
history
|
|
Glen Kacher - Light Street Capital Management
|
134,500
|
6.5% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
3,523
|
0.42% |
|
history
|
|
Terry Smith - Fundsmith
|
3,498,519
|
6.4% |
Reduce |
history
|
|
Altarock Partners
|
169,391
|
1.0% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
361,398
|
3.8% |
Add |
history
|
|
Li Lu - Himalaya Capital Management
|
2,451,300
|
21.6% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
2,174,821
|
10.6% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
101,155
|
9.2% |
Reduce |
history
|
|
Robert Vinall - Rv Capital AG
|
32,520
|
2.4% |
|
history
|
|
Gavin Baker - Atreides Management
|
514,339
|
2.0% |
Reduce |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
355,822
|
4.0% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
925,000
|
8.5% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
581,637
|
7.0% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
65,700
|
14.0% |
|
history
|
|
Guy Spier - Aquamarine Zurich AG
|
0
|
<0.01% |
Exit |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
11,502
|
0.04% |
|
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
170
|
0.03% |
Add |
history
|