|
Torray Investment Partners
|
84,322
|
2.1% |
Add |
history
|
|
Dodge & Cox
|
17,634,545
|
1.7% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
7,912,456
|
2.1% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
355,000
|
2.8% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
1,435,882
|
4.4% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
126,985
|
2.5% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,024,453
|
0.41% |
Add |
history
|
|
George Soros - Soros Fund Management
|
556,961
|
1.1% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
2,520
|
0.01% |
|
history
|
|
Polen Capital Management
|
36,273,885
|
13.3% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
7,013,917
|
6.0% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
4,200,000
|
9.6% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
5,464,789
|
7.2% |
|
history
|
|
Warren Buffett - Berkshire Hathaway
|
10,000,000
|
0.44% |
|
history
|
|
Mairs & Power
|
2,452,975
|
3.9% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.4% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
4,929,649
|
2.7% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
9,829,062
|
6.3% |
Reduce |
history
|
|
Glenview Capital Management
|
694,077
|
2.3% |
Reduce |
history
|
|
Gates Foundation Trust
|
0
|
<0.01% |
Exit |
history
|
|
Chase Coleman - Tiger Global Management
|
4,882,480
|
5.3% |
Add |
history
|
|
Hillman Capital Management
|
58,891
|
3.1% |
Reduce |
history
|
|
First Pacific Advisors
|
1,646,357
|
3.7% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,824,843
|
5.0% |
New |
history
|
|
Chris James - Meritage Group
|
1,599,748
|
5.6% |
Reduce |
history
|
|
Senator Investment Group
|
775,000
|
5.0% |
Add |
history
|
|
Triple Frond Partners
|
541,901
|
9.8% |
Reduce |
history
|
|
Corvex Management
|
517,629
|
4.1% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,254,720
|
3.2% |
|
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
2,700
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
3,137,012
|
7.0% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
81,605
|
8.1% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
126,500
|
5.8% |
Add |
history
|
|
John Armitage - Egerton Capital (UK)
|
4,649,234
|
7.7% |
Add |
history
|
|
Davidson Kempner Capital Management
|
610,100
|
2.1% |
Add |
history
|
|
Altarock Partners
|
4,434,634
|
15.0% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
3,950,000
|
10.4% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
50,846
|
0.05% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
0
|
<0.01% |
Exit |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,228,402
|
3.3% |
Add |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
485,375
|
22.8% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
422,641
|
2.1% |
New |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,196,557
|
7.8% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
1,630,000
|
11.8% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
722,233
|
5.8% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
61,400
|
11.0% |
Reduce |
history
|