|
Torray Investment Partners
|
83,729
|
1.9% |
Add |
history
|
|
Dodge & Cox
|
18,025,075
|
1.5% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
10,532,134
|
2.6% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
0
|
<0.01% |
Exit |
history
|
|
Wallace Weitz - Weitz Investment Management
|
395,000
|
2.8% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
1,385,367
|
4.0% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
128,615
|
2.3% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,003,164
|
0.37% |
Add |
history
|
|
George Soros - Soros Fund Management
|
764,061
|
1.4% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
2,520
|
0.01% |
|
history
|
|
Polen Capital Management
|
37,398,151
|
12.5% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
7,431,131
|
5.9% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
4,680,000
|
9.0% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
0
|
<0.01% |
Exit |
history
|
|
Stephen Mandel - Lone Pine Capital
|
5,464,789
|
6.7% |
Add |
history
|
|
Seth Klarman - Baupost Group
|
0
|
<0.01% |
Exit |
history
|
|
Warren Buffett - Berkshire Hathaway
|
10,000,000
|
0.41% |
Reduce |
history
|
|
Mairs & Power
|
2,664,451
|
4.0% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
2,024,960
|
3.1% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
8,749,993
|
4.5% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
10,605,668
|
6.8% |
Reduce |
history
|
|
Glenview Capital Management
|
954,049
|
2.7% |
Add |
history
|
|
Gates Foundation Trust
|
44,000
|
0.01% |
New |
history
|
|
Chase Coleman - Tiger Global Management
|
3,935,040
|
3.7% |
Add |
history
|
|
Hillman Capital Management
|
59,757
|
2.9% |
Reduce |
history
|
|
First Pacific Advisors
|
1,774,149
|
3.5% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Chris James - Meritage Group
|
1,966,008
|
5.9% |
Reduce |
history
|
|
Senator Investment Group
|
635,000
|
4.5% |
Add |
history
|
|
Triple Frond Partners
|
719,936
|
11.6% |
|
history
|
|
Corvex Management
|
512,629
|
3.5% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
136,690
|
0.62% |
Reduce |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,254,720
|
3.0% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
2,700
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
3,557,422
|
6.9% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
92,105
|
8.9% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
119,355
|
4.5% |
Add |
history
|
|
John Armitage - Egerton Capital (UK)
|
501,926
|
0.74% |
New |
history
|
|
Davidson Kempner Capital Management
|
75,000
|
0.15% |
Reduce |
history
|
|
Altarock Partners
|
4,600,234
|
14.6% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
3,750,000
|
9.4% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
53,582
|
0.05% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
6,020
|
0.01% |
|
history
|
|
Dan Sundheim - D1 Capital Partners
|
904,402
|
1.7% |
New |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
548,165
|
25.0% |
|
history
|
|
Gavin Baker - Atreides Management
|
0
|
<0.01% |
Exit |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,147,784
|
6.7% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
2,200,000
|
13.1% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
778,627
|
5.8% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
111,000
|
25.0% |
|
history
|