|
Torray Investment Partners
|
81,638
|
2.4% |
Reduce |
history
|
|
Dodge & Cox
|
17,334,351
|
2.0% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
4,150,502
|
1.4% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
252,500
|
2.6% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
1,436,931
|
5.3% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
122,313
|
2.8% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,081,880
|
0.60% |
Add |
history
|
|
George Soros - Soros Fund Management
|
290,854
|
1.0% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
2,520
|
0.02% |
|
history
|
|
Polen Capital Management
|
29,623,890
|
14.4% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
5,720,344
|
6.4% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
5,100,000
|
11.3% |
|
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,096
|
<0.01% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
4,448,280
|
7.0% |
Reduce |
history
|
|
Warren Buffett - Berkshire Hathaway
|
10,000,000
|
0.69% |
|
history
|
|
Mairs & Power
|
2,350,397
|
4.4% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.9% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
9,293,613
|
6.9% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
10,772,811
|
8.1% |
Add |
history
|
|
Glenview Capital Management
|
350,429
|
1.3% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
6,321,080
|
5.6% |
|
history
|
|
Hillman Capital Management
|
49,642
|
3.4% |
Reduce |
history
|
|
Ako Capital
|
937,004
|
2.5% |
New |
history
|
|
First Pacific Advisors
|
1,657,154
|
4.3% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
2,434,332
|
6.7% |
Reduce |
history
|
|
Chris James - Meritage Group
|
1,651,562
|
8.1% |
Add |
history
|
|
Senator Investment Group
|
650,000
|
6.1% |
Reduce |
history
|
|
Triple Frond Partners
|
541,901
|
12.3% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
10,825,403
|
3.2% |
New |
history
|
|
Corvex Management
|
517,629
|
4.6% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,434,330
|
4.1% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
2,200
|
<0.01% |
Reduce |
history
|
|
Vulcan Value Partners
|
2,490,807
|
7.4% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
114,005
|
6.7% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
118,000
|
5.2% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
3,895,405
|
7.6% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
545,000
|
2.2% |
Add |
history
|
|
David Tepper - Appaloosa
|
3,475,000
|
10.9% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
99,200
|
0.17% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,291,326
|
4.2% |
Add |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
483,850
|
25.5% |
|
history
|
|
Gavin Baker - Atreides Management
|
783,594
|
4.9% |
Reduce |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,030,907
|
7.6% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
1,150,000
|
9.9% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
631,697
|
6.5% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
50,900
|
9.9% |
Reduce |
history
|