|
Torray Investment Partners
|
83,237
|
2.6% |
Add |
history
|
|
Dodge & Cox
|
17,172,957
|
2.2% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
3,229,040
|
0.93% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
247,500
|
2.8% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
1,760,246
|
6.9% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
120,742
|
2.9% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,080,063
|
0.61% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
332,201
|
1.1% |
Add |
history
|
|
Steven Check - Check Capital Management
|
2,903
|
0.02% |
|
history
|
|
Polen Capital Management
|
19,546,612
|
11.6% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,807,582
|
4.9% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
3,450,000
|
10.2% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,124
|
<0.01% |
Add |
history
|
|
Stephen Mandel - Lone Pine Capital
|
3,789,034
|
6.2% |
Reduce |
history
|
|
Warren Buffett - Berkshire Hathaway
|
10,000,000
|
0.82% |
|
history
|
|
Mairs & Power
|
2,363,488
|
5.0% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.9% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,614,074
|
1.9% |
Reduce |
history
|
|
Christopher Bloomstran - Semper Augustus Investments Group
|
960
|
0.04% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
10,670,209
|
7.9% |
Reduce |
history
|
|
Glenview Capital Management
|
333,325
|
1.8% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
6,415,488
|
5.3% |
|
history
|
|
Hillman Capital Management
|
48,661
|
4.0% |
Reduce |
history
|
|
Ako Capital
|
1,408,315
|
4.3% |
Reduce |
history
|
|
First Pacific Advisors
|
1,534,902
|
4.8% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
3,494,020
|
9.1% |
Add |
history
|
|
Valueact Capital - Valueact Holdings
|
536,900
|
2.7% |
New |
history
|
|
Chris James - Meritage Group
|
1,485,984
|
7.8% |
|
history
|
|
Senator Investment Group
|
520,000
|
3.3% |
Reduce |
history
|
|
Triple Frond Partners
|
529,991
|
15.1% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
12,803,166
|
4.1% |
Add |
history
|
|
Corvex Management
|
565,029
|
3.4% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
328,400
|
1.9% |
New |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
871,225
|
3.4% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,400
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
1,936,676
|
7.1% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
210,379
|
7.1% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
112,000
|
4.5% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
2,408,143
|
6.1% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
370,000
|
1.9% |
New |
history
|
|
Altarock Partners
|
5,278,320
|
23.4% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
2,600,000
|
8.8% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
895,085
|
1.6% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
409,234
|
1.5% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
360,065
|
23.8% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
680,737
|
3.3% |
Reduce |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
894,728
|
5.8% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
1,200,000
|
10.5% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
609,896
|
6.2% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
24,300
|
5.1% |
Reduce |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
2,638
|
0.16% |
New |
history
|