|
Torray Investment Partners
|
72,420
|
2.4% |
Reduce |
history
|
|
Dodge & Cox
|
15,230,394
|
1.9% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
4,463,110
|
1.3% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
58,266
|
2.5% |
New |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
1,040
|
<0.01% |
New |
history
|
|
Wallace Weitz - Weitz Investment Management
|
222,500
|
3.0% |
|
history
|
|
Farallon Capital Management
|
4,499,894
|
4.9% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
2,382,650
|
5.9% |
Add |
history
|
|
Robert Olstein - Olstein Capital Management
|
12,500
|
0.59% |
|
history
|
|
David Katz - Matrix Asset Advisors
|
125,319
|
2.6% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,225,159
|
0.77% |
Add |
history
|
|
George Soros - Soros Fund Management
|
2,359,572
|
6.3% |
Add |
history
|
|
Steven Check - Check Capital Management
|
3,481
|
0.02% |
Add |
history
|
|
Polen Capital Management
|
8,653,721
|
8.5% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,429,262
|
3.6% |
Add |
history
|
|
Dan Loeb - Third Point
|
2,165,000
|
6.9% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,546
|
<0.01% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
2,414,520
|
4.1% |
Reduce |
history
|
|
Seth Klarman - Baupost Group
|
2,121,391
|
9.3% |
New |
history
|
|
Warren Buffett - Berkshire Hathaway
|
2,276,000
|
0.19% |
Reduce |
history
|
|
Mairs & Power
|
2,592,768
|
5.8% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.7% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,126,816
|
1.9% |
New |
history
|
|
Jensen Investment Management
|
1,133,670
|
4.1% |
New |
history
|
|
Robert Karr - Joho Capital
|
264,500
|
13.0% |
|
history
|
|
Philippe Laffont - Coatue Management
|
9,932,265
|
5.7% |
Add |
history
|
|
Glenview Capital Management
|
909,270
|
4.3% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
1,523
|
0.08% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
10,011,379
|
7.8% |
Reduce |
history
|
|
Ako Capital
|
1,737,603
|
6.1% |
Reduce |
history
|
|
First Pacific Advisors
|
1,411,199
|
4.3% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,857,878
|
5.5% |
Add |
history
|
|
Valueact Capital - Valueact Holdings
|
3,394,300
|
11.2% |
Reduce |
history
|
|
Chris James - Meritage Group
|
1,843,006
|
13.2% |
Reduce |
history
|
|
Senator Investment Group
|
430,000
|
4.0% |
Reduce |
history
|
|
Triple Frond Partners
|
478,534
|
11.5% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
14,900,430
|
4.0% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
5,925,996
|
9.1% |
Reduce |
history
|
|
Corvex Management
|
982,732
|
6.9% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
737,940
|
3.8% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
2,215,660
|
7.7% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,400
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
1,759,935
|
7.5% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
149,047
|
9.3% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
69,500
|
2.5% |
Add |
history
|
|
John Armitage - Egerton Capital (UK)
|
5,892,496
|
14.8% |
Add |
history
|
|
Davidson Kempner Capital Management
|
100,000
|
0.37% |
Reduce |
history
|
|
Altarock Partners
|
7,314,534
|
33.1% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
2,179,391
|
7.3% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
1,212,301
|
1.9% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,340,523
|
2.9% |
New |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
316,285
|
21.3% |
Reduce |
history
|
|
Dennis Hong - Shawspring Partners
|
118,438
|
5.1% |
New |
history
|
|
Gavin Baker - Atreides Management
|
687,799
|
1.9% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,486,755
|
12.3% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
1,800,000
|
12.2% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
562,559
|
5.0% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
72,400
|
11.4% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
4,922
|
0.01% |
|
history
|
|
Estuary Capital Management
|
158,800
|
6.5% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
15,117
|
1.9% |
Add |
history
|