|
Torray Investment Partners
|
68,062
|
2.2% |
Reduce |
history
|
|
Dodge & Cox
|
16,708,513
|
2.1% |
Add |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
4,653,406
|
1.5% |
Reduce |
history
|
|
Harry Burn - Sound Shore Management
|
350,136
|
2.6% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
135,440
|
6.7% |
Add |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
936
|
<0.01% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
217,500
|
3.6% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
169,500
|
1.1% |
|
history
|
|
Farallon Capital Management
|
2,632,994
|
2.9% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
2,020,894
|
4.3% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
133,816
|
2.6% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,956,523
|
0.70% |
Add |
history
|
|
George Soros - Soros Fund Management
|
1,182,529
|
3.5% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
206,057
|
1.4% |
Add |
history
|
|
Polen Capital Management
|
2,809,953
|
5.8% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
4,276,176
|
4.4% |
Add |
history
|
|
Dan Loeb - Third Point
|
1,750,000
|
8.9% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,081
|
<0.01% |
Reduce |
history
|
|
Seth Klarman - Baupost Group
|
3,743,854
|
16.5% |
Add |
history
|
|
Mairs & Power
|
2,599,441
|
5.7% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.7% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,700,862
|
2.5% |
Add |
history
|
|
Jensen Investment Management
|
1,054,136
|
6.1% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
346,600
|
17.9% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
11,834,799
|
5.8% |
Add |
history
|
|
Glenview Capital Management
|
1,271,687
|
5.5% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
1,807
|
0.09% |
|
history
|
|
Chase Coleman - Tiger Global Management
|
9,683,558
|
9.6% |
Reduce |
history
|
|
Ako Capital
|
1,141,835
|
6.3% |
Reduce |
history
|
|
First Pacific Advisors
|
1,360,585
|
4.0% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
2,447,732
|
4.7% |
Add |
history
|
|
Valueact Capital - Valueact Holdings
|
2,941,700
|
12.4% |
Add |
history
|
|
Chris James - Meritage Group
|
1,542,397
|
14.2% |
Reduce |
history
|
|
Senator Investment Group
|
420,000
|
3.7% |
Reduce |
history
|
|
Triple Frond Partners
|
432,420
|
9.2% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
29,352,719
|
7.0% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
7,111,703
|
3.5% |
Reduce |
history
|
|
Corvex Management
|
905,732
|
6.6% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
541,600
|
2.5% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
2,425,351
|
5.9% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
2,650
|
0.01% |
Add |
history
|
|
Vulcan Value Partners
|
992,758
|
7.2% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
94,288
|
7.3% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
51,000
|
1.3% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
3,573,408
|
8.2% |
Add |
history
|
|
Davidson Kempner Capital Management
|
160,000
|
0.45% |
Add |
history
|
|
Marc Stad - Dragoneer Investment Group
|
1,271,500
|
10.7% |
New |
history
|
|
Altarock Partners
|
5,729,972
|
32.2% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
5,000,000
|
15.4% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
1,591,177
|
2.5% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
628,082
|
0.43% |
Reduce |
history
|
|
Josh Kushner - Thrive Capital Management
|
904,038
|
5.7% |
New |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
280,350
|
18.3% |
Reduce |
history
|
|
Dennis Hong - Shawspring Partners
|
157,020
|
16.1% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
969,629
|
1.6% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,438,292
|
13.1% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
2,125,000
|
13.9% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
681,047
|
5.3% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
1,625,565
|
0.97% |
Add |
history
|
|
Estuary Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Bill Ackman - Pershing Square
|
8,563,857
|
10.5% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
15,607
|
1.8% |
Add |
history
|
|
Ning Jin - Avantyr Capital Partners
|
282,886
|
2.5% |
Add |
history
|