|
Torray Investment Partners
|
82,486
|
2.2% |
Add |
history
|
|
Dodge & Cox
|
17,280,920
|
1.8% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
3,687,279
|
0.90% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
252,500
|
2.3% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
1,526,819
|
5.5% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
121,287
|
2.5% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,095,502
|
0.54% |
Add |
history
|
|
George Soros - Soros Fund Management
|
280,210
|
0.75% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
2,903
|
0.02% |
Add |
history
|
|
Polen Capital Management
|
25,744,857
|
12.4% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
4,062,415
|
4.2% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
3,700,000
|
9.3% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,094
|
<0.01% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
5,482,267
|
7.6% |
Add |
history
|
|
Warren Buffett - Berkshire Hathaway
|
10,000,000
|
0.70% |
|
history
|
|
Mairs & Power
|
2,362,983
|
4.1% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.4% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
4,054,633
|
2.8% |
Reduce |
history
|
|
Christopher Bloomstran - Semper Augustus Investments Group
|
1,272
|
0.04% |
New |
history
|
|
Philippe Laffont - Coatue Management
|
11,269,029
|
7.8% |
Add |
history
|
|
Glenview Capital Management
|
475,429
|
1.7% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
6,415,488
|
5.1% |
Add |
history
|
|
Hillman Capital Management
|
49,770
|
3.2% |
Add |
history
|
|
Ako Capital
|
1,488,281
|
3.6% |
Add |
history
|
|
First Pacific Advisors
|
1,636,649
|
4.2% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
2,872,454
|
7.5% |
Add |
history
|
|
Chris James - Meritage Group
|
1,485,984
|
6.5% |
Reduce |
history
|
|
Senator Investment Group
|
545,000
|
4.8% |
Reduce |
history
|
|
Triple Frond Partners
|
596,771
|
14.4% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
10,929,921
|
3.0% |
Add |
history
|
|
Corvex Management
|
517,629
|
3.7% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
902,290
|
2.5% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,400
|
<0.01% |
Reduce |
history
|
|
Vulcan Value Partners
|
2,282,384
|
7.1% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
154,942
|
7.8% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
118,107
|
5.2% |
Add |
history
|
|
John Armitage - Egerton Capital (UK)
|
3,068,090
|
5.8% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Altarock Partners
|
5,402,320
|
19.8% |
Add |
history
|
|
David Tepper - Appaloosa
|
3,200,000
|
8.9% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
348,833
|
0.59% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,211,234
|
4.4% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
374,300
|
21.2% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
931,107
|
4.4% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,012,327
|
6.7% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
1,375,000
|
11.1% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
625,328
|
5.7% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
49,300
|
10.2% |
Reduce |
history
|