|
Torray Investment Partners
|
314,805
|
2.2% |
Add |
history
|
|
Dodge & Cox
|
17,401,360
|
1.8% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
4,984,420
|
1.5% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
340,000
|
3.1% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
1,247,318
|
4.2% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
123,524
|
2.7% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,065,160
|
0.51% |
Add |
history
|
|
George Soros - Soros Fund Management
|
395,509
|
1.2% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
2,520
|
0.01% |
|
history
|
|
Polen Capital Management
|
34,411,241
|
14.3% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
5,765,626
|
5.8% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
5,100,000
|
11.7% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,197
|
<0.01% |
New |
history
|
|
Stephen Mandel - Lone Pine Capital
|
4,493,481
|
6.4% |
Reduce |
history
|
|
Warren Buffett - Berkshire Hathaway
|
10,000,000
|
0.54% |
|
history
|
|
Mairs & Power
|
2,430,175
|
4.2% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.6% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
6,902,351
|
4.6% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
10,070,576
|
7.1% |
Add |
history
|
|
Glenview Capital Management
|
402,942
|
1.3% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
6,321,080
|
6.2% |
Add |
history
|
|
Hillman Capital Management
|
59,299
|
3.4% |
Add |
history
|
|
First Pacific Advisors
|
1,639,689
|
4.1% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
3,638,560
|
9.8% |
Add |
history
|
|
Chris James - Meritage Group
|
1,636,984
|
7.0% |
Add |
history
|
|
Senator Investment Group
|
775,000
|
6.4% |
|
history
|
|
Triple Frond Partners
|
541,901
|
11.1% |
|
history
|
|
Corvex Management
|
517,629
|
4.3% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,507,305
|
4.2% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
2,700
|
0.01% |
|
history
|
|
Vulcan Value Partners
|
2,909,298
|
7.6% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
99,005
|
9.5% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
160,000
|
7.0% |
Add |
history
|
|
John Armitage - Egerton Capital (UK)
|
4,992,216
|
8.7% |
Add |
history
|
|
Davidson Kempner Capital Management
|
520,549
|
1.6% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
3,828,000
|
10.2% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
47,685
|
0.06% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
775,402
|
2.1% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
483,850
|
24.7% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
823,179
|
3.4% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,038,649
|
6.6% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
1,350,000
|
11.8% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
643,989
|
5.7% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
61,400
|
11.0% |
|
history
|