|
Torray Investment Partners
|
101,468
|
5.2% |
Add |
history
|
|
Dodge & Cox
|
19,290
|
<0.01% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
1,779
|
<0.01% |
Reduce |
history
|
|
Farallon Capital Management
|
1,151,800
|
2.0% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
5,734
|
0.02% |
New |
history
|
|
David Katz - Matrix Asset Advisors
|
1,118
|
0.03% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
514,536
|
0.29% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
165,246
|
0.77% |
Add |
history
|
|
Polen Capital Management
|
1,960,209
|
6.4% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
0
|
<0.01% |
Exit |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
722
|
<0.01% |
Reduce |
history
|
|
Mairs & Power
|
3,663
|
0.01% |
Add |
history
|
|
Jensen Investment Management
|
392,082
|
3.6% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
5,846,831
|
4.5% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
802
|
<0.01% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
1,754,062
|
2.8% |
Reduce |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
186,760
|
10.6% |
Reduce |
history
|
|
First Pacific Advisors
|
63,167
|
0.29% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
59,780
|
0.18% |
Reduce |
history
|
|
Senator Investment Group
|
162,136
|
2.2% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
5,163,630
|
2.0% |
New |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Nehal Chopra - Ratan Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Glen Kacher - Light Street Capital Management
|
153,250
|
6.4% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
0
|
<0.01% |
Exit |
history
|
|
Davidson Kempner Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
David Tepper - Appaloosa
|
150,000
|
0.73% |
New |
history
|
|
Cathie Wood - Ark Investment Management
|
407,202
|
1.00% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
47,500
|
1.5% |
New |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
407,611
|
0.38% |
Add |
history
|
|
Estuary Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
710
|
0.13% |
Reduce |
history
|