manager	shares	port %	label
Torray Investment Partners	75,004	2.2%	Reduce	history
Dodge & Cox	16,296,330	1.9%	Reduce	history
Bill Nygren / Oakmark - Harris Associates L P	4,352,250	1.5%	Reduce	history
Wallace Weitz - Weitz Investment Management	222,500	2.7%		history
Farallon Capital Management	3,505,700	3.2%	Add	history
Lee Ainslie - Maverick Capital	2,236,598	6.6%	Add	history
Robert Olstein - Olstein Capital Management	12,500	0.52%	New	history
David Katz - Matrix Asset Advisors	125,844	2.6%	Reduce	history
Ron Baron - Bamco Inc. (Baron Capital)	1,078,312	0.63%	Reduce	history
George Soros - Soros Fund Management	2,226,187	7.0%	Add	history
Steven Check - Check Capital Management	3,143	0.02%		history
Polen Capital Management	11,246,528	8.0%	Reduce	history
Christopher Davis - Davis Selected Advisers	3,137,986	3.6%	Reduce	history
Dan Loeb - Third Point	2,810,000	6.9%	Add	history
Murray Stahl - Horizon Kinetics Asset Management	1,566	<0.01%	Reduce	history
Stephen Mandel - Lone Pine Capital	2,811,928	4.5%	Reduce	history
Warren Buffett - Berkshire Hathaway	10,000,000	0.82%		history
Mairs & Power	2,555,902	5.3%	Add	history
Thomas Gayner - Markel Group	2,030,760	3.6%		history
Andreas Halvorsen - Viking Global Investors	0	<0.01%	Exit	history
Robert Karr - Joho Capital	264,500	10.3%	New	history
Philippe Laffont - Coatue Management	8,743,095	4.7%	Reduce	history
Glenview Capital Management	652,138	3.2%	Add	history
Arnold Van Den Berg - Van Den Berg Management I	1,453	0.08%	Add	history
Chase Coleman - Tiger Global Management	11,043,441	7.5%	Add	history
Ako Capital	1,808,033	5.6%	Add	history
First Pacific Advisors	1,436,376	4.4%	Reduce	history
Alex Sacerdote - Whale Rock Capital Management	1,447,575	3.7%	Reduce	history
Valueact Capital - Valueact Holdings	3,500,500	13.0%	Reduce	history
Chris James - Meritage Group	2,258,356	14.2%		history
Senator Investment Group	475,161	3.9%	Add	history
Triple Frond Partners	540,451	12.9%	Add	history
Lewis Sanders - Sanders Capital	14,932,624	4.0%	Add	history
Eric Mandelblatt - Soroban Capital Partners	7,156,836	11.9%	Add	history
Corvex Management	977,529	7.1%	Add	history
Stanley Druckenmiller - Duquesne Family Office	437,070	2.4%	New	history
Brad Gerstner - Altimeter Capital Management	2,167,474	6.3%	Add	history
Glenn Greenberg - Brave Warrior Advisors	1,400	<0.01%		history
Vulcan Value Partners	1,880,565	7.5%	Reduce	history
Nehal Chopra - Ratan Capital Management	55,991	6.6%		history
Glen Kacher - Light Street Capital Management	50,033	1.8%	Reduce	history
John Armitage - Egerton Capital (UK)	4,053,249	9.4%	Add	history
Davidson Kempner Capital Management	485,000	1.8%	Add	history
Altarock Partners	7,558,253	30.3%	Add	history
Francois Rochon - Giverny Capital	0	<0.01%	Exit	history
David Tepper - Appaloosa	2,500,000	7.4%	Reduce	history
Cathie Wood - Ark Investment Management	1,218,608	1.6%	Add	history
Dan Sundheim - D1 Capital Partners	0	<0.01%	Exit	history
Josh Tarasoff - Greenlea Lane Capital Management	321,895	20.6%	Reduce	history
Gavin Baker - Atreides Management	658,886	2.8%	Reduce	history
Ben Jacobs - Anomaly Capital Management	1,072,426	6.9%	Add	history
Grant Wonders - Voyager Global Management	1,875,000	12.1%	Add	history
Samantha Mclemore - Patient Capital Management	561,976	4.9%	Reduce	history
Ram Parameswaran - Octahedron Capital Management	33,200	4.1%	Reduce	history
Ben Hoskin - Value Aligned Research Advisors	4,922	0.02%	Add	history
Kentucky Trust Co. - Kentucky Trust	15,047	1.8%	Reduce	history