|
Torray Investment Partners
|
81,365
|
2.3% |
Reduce |
history
|
|
Dodge & Cox
|
16,532,632
|
1.8% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
2,231,415
|
0.71% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
222,500
|
2.2% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
1,952,564
|
6.6% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
119,490
|
2.5% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,080,478
|
0.60% |
Add |
history
|
|
George Soros - Soros Fund Management
|
433,641
|
1.2% |
Add |
history
|
|
Steven Check - Check Capital Management
|
2,943
|
0.02% |
Add |
history
|
|
Polen Capital Management
|
17,747,395
|
10.6% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,519,954
|
3.9% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
2,350,000
|
6.8% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,125
|
<0.01% |
Add |
history
|
|
Stephen Mandel - Lone Pine Capital
|
4,352,740
|
7.2% |
Add |
history
|
|
Warren Buffett - Berkshire Hathaway
|
10,000,000
|
0.74% |
|
history
|
|
Mairs & Power
|
2,397,617
|
4.7% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.4% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,721,710
|
1.6% |
Add |
history
|
|
Christopher Bloomstran - Semper Augustus Investments Group
|
0
|
<0.01% |
Exit |
history
|
|
Philippe Laffont - Coatue Management
|
10,753,808
|
9.0% |
Add |
history
|
|
Glenview Capital Management
|
742,962
|
3.5% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
6,588,488
|
4.7% |
Add |
history
|
|
Hillman Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Ako Capital
|
1,437,908
|
3.5% |
Add |
history
|
|
First Pacific Advisors
|
1,446,007
|
4.4% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
2,523,296
|
8.3% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
563,100
|
2.3% |
Add |
history
|
|
Chris James - Meritage Group
|
1,705,389
|
8.9% |
Add |
history
|
|
Senator Investment Group
|
282,500
|
2.9% |
Reduce |
history
|
|
Triple Frond Partners
|
487,191
|
12.5% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
13,759,910
|
3.9% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,770,300
|
4.8% |
New |
history
|
|
Corvex Management
|
565,029
|
4.1% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
136,765
|
0.85% |
Reduce |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,045,155
|
4.0% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,400
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
1,755,372
|
6.3% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
166,158
|
10.2% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
85,851
|
4.6% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
4,221,867
|
9.3% |
Add |
history
|
|
Davidson Kempner Capital Management
|
245,500
|
0.96% |
Reduce |
history
|
|
Altarock Partners
|
5,202,415
|
19.9% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
2,510,000
|
5.7% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
1,053,516
|
2.0% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
951,234
|
2.8% |
Add |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
324,640
|
21.3% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
689,231
|
4.0% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,108,417
|
9.8% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
1,660,000
|
14.1% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
574,016
|
5.6% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
33,200
|
5.5% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
4,563
|
0.06% |
Add |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
15,457
|
1.7% |
Add |
history
|