|
Torray Investment Partners
|
71,500
|
1.8% |
Reduce |
history
|
|
Dodge & Cox
|
20,670
|
<0.01% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
0
|
<0.01% |
Exit |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
512,071
|
0.25% |
Add |
history
|
|
Mairs & Power
|
3,380
|
<0.01% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
3,572,240
|
2.6% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
2,271,500
|
1.4% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
6,306,874
|
6.8% |
Reduce |
history
|
|
First Pacific Advisors
|
195,035
|
0.52% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,435,925
|
4.2% |
Reduce |
history
|
|
Senator Investment Group
|
177,737
|
1.6% |
New |
history
|
|
Nehal Chopra - Ratan Capital Management
|
134,649
|
7.3% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
122,002
|
5.7% |
Add |
history
|
|
Davidson Kempner Capital Management
|
125,000
|
0.43% |
New |
history
|
|
David Tepper - Appaloosa
|
130,000
|
0.26% |
New |
history
|
|
Gavin Baker - Atreides Management
|
0
|
<0.01% |
Exit |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
47,970
|
2.8% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
5,949
|
0.07% |
Add |
history
|
|
Situational Awareness
|
700,000
|
11.7% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
713
|
0.07% |
|
history
|