|
Torray Investment Partners
|
71,778
|
2.2% |
Reduce |
history
|
|
Dodge & Cox
|
15,109,899
|
1.7% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
4,760,706
|
1.3% |
Add |
history
|
|
Harry Burn - Sound Shore Management
|
378,875
|
2.6% |
New |
history
|
|
David Rolfe - Wedgewood Partners
|
99,907
|
4.3% |
Add |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
1,040
|
<0.01% |
|
history
|
|
Wallace Weitz - Weitz Investment Management
|
222,500
|
3.2% |
|
history
|
|
Leon Cooperman - Omega Advisors
|
169,500
|
1.2% |
New |
history
|
|
Farallon Capital Management
|
4,218,394
|
5.0% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
2,318,015
|
5.6% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
18,000
|
0.82% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
135,469
|
2.6% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
1,294,654
|
0.81% |
Add |
history
|
|
George Soros - Soros Fund Management
|
1,945,789
|
4.4% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
204,087
|
1.2% |
Add |
history
|
|
Polen Capital Management
|
3,896,739
|
5.6% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,425,252
|
3.3% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
1,940,000
|
19.4% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,187
|
<0.01% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
0
|
<0.01% |
Exit |
history
|
|
Seth Klarman - Baupost Group
|
3,118,754
|
12.7% |
Add |
history
|
|
Warren Buffett - Berkshire Hathaway
|
0
|
<0.01% |
Exit |
history
|
|
Mairs & Power
|
2,602,912
|
5.5% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
2,030,760
|
3.5% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
1,195,428
|
0.70% |
Reduce |
history
|
|
Jensen Investment Management
|
1,219,422
|
5.0% |
Add |
history
|
|
Robert Karr - Joho Capital
|
266,800
|
14.9% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
7,930,766
|
5.7% |
Reduce |
history
|
|
Glenview Capital Management
|
1,059,270
|
5.5% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
1,807
|
0.09% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
10,000,000
|
9.1% |
Reduce |
history
|
|
Ako Capital
|
1,731,170
|
7.1% |
Reduce |
history
|
|
First Pacific Advisors
|
1,416,219
|
4.1% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,819,439
|
4.9% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
2,884,600
|
10.5% |
Reduce |
history
|
|
Chris James - Meritage Group
|
1,855,005
|
14.6% |
Add |
history
|
|
Senator Investment Group
|
435,000
|
4.2% |
Add |
history
|
|
Triple Frond Partners
|
478,534
|
10.4% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
29,818,675
|
7.4% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
8,367,474
|
3.4% |
Add |
history
|
|
Corvex Management
|
882,732
|
7.3% |
Reduce |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
45,800
|
0.28% |
Reduce |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
2,089,558
|
7.6% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,400
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
1,595,868
|
8.8% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
187,911
|
14.5% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
124,800
|
4.9% |
Add |
history
|
|
John Armitage - Egerton Capital (UK)
|
2,363,334
|
5.5% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
100,000
|
0.28% |
|
history
|
|
Altarock Partners
|
7,567,946
|
38.2% |
Add |
history
|
|
David Tepper - Appaloosa
|
4,320,000
|
15.2% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
1,355,283
|
2.2% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,807,523
|
3.4% |
Add |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
312,530
|
18.9% |
Reduce |
history
|
|
Dennis Hong - Shawspring Partners
|
186,499
|
14.5% |
Add |
history
|
|
Gavin Baker - Atreides Management
|
953,560
|
4.0% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
1,363,899
|
17.2% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
2,175,000
|
15.4% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
654,419
|
5.0% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
4,922
|
<0.01% |
|
history
|
|
Estuary Capital Management
|
96,400
|
3.4% |
Reduce |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
15,343
|
1.7% |
Add |
history
|
|
Ning Jin - Avantyr Capital Partners
|
258,146
|
2.6% |
Reduce |
history
|