|
Torray Investment Partners
|
77,963
|
2.5% |
Reduce |
history
|
|
Dodge & Cox
|
16,592,150
|
2.0% |
Add |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
4,703,993
|
1.7% |
Add |
history
|
|
Wallace Weitz - Weitz Investment Management
|
222,500
|
2.6% |
|
history
|
|
Farallon Capital Management
|
3,034,600
|
2.9% |
New |
history
|
|
Lee Ainslie - Maverick Capital
|
2,060,443
|
6.8% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
126,032
|
2.8% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,078,330
|
0.64% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
382,858
|
1.1% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
3,143
|
0.02% |
Add |
history
|
|
Polen Capital Management
|
13,921,840
|
9.4% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,269,161
|
3.8% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
2,710,000
|
7.8% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,634
|
<0.01% |
Add |
history
|
|
Stephen Mandel - Lone Pine Capital
|
5,033,556
|
7.9% |
Add |
history
|
|
Warren Buffett - Berkshire Hathaway
|
10,000,000
|
0.85% |
|
history
|
|
Mairs & Power
|
2,492,861
|
5.4% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.8% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,897,092
|
2.5% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
10,157,624
|
6.2% |
Reduce |
history
|
|
Glenview Capital Management
|
562,874
|
3.5% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
1,442
|
0.09% |
New |
history
|
|
Chase Coleman - Tiger Global Management
|
10,685,541
|
6.9% |
Add |
history
|
|
Ako Capital
|
1,460,648
|
4.0% |
Add |
history
|
|
First Pacific Advisors
|
1,461,135
|
4.6% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,592,989
|
4.8% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
3,872,500
|
15.2% |
Add |
history
|
|
Chris James - Meritage Group
|
2,258,356
|
13.6% |
Add |
history
|
|
Senator Investment Group
|
355,000
|
3.0% |
Add |
history
|
|
Triple Frond Partners
|
487,191
|
10.8% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
13,414,004
|
4.0% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
4,801,898
|
10.3% |
Add |
history
|
|
Corvex Management
|
675,029
|
6.3% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,464,863
|
4.6% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,400
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
1,939,874
|
7.7% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
55,991
|
5.6% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
84,784
|
3.8% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
3,337,385
|
7.5% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
360,000
|
1.3% |
Add |
history
|
|
Altarock Partners
|
6,275,906
|
25.1% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
1,174
|
<0.01% |
New |
history
|
|
David Tepper - Appaloosa
|
2,700,000
|
9.2% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
1,140,494
|
1.8% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
700,887
|
2.1% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
324,640
|
20.0% |
|
history
|
|
Gavin Baker - Atreides Management
|
718,465
|
4.4% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
715,939
|
5.0% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
1,525,000
|
12.0% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
563,482
|
5.6% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
49,700
|
8.2% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
89
|
<0.01% |
Reduce |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
15,197
|
1.9% |
Reduce |
history
|