|
Torray Investment Partners
|
148,683
|
5.9% |
Add |
history
|
|
Dodge & Cox
|
21,180
|
<0.01% |
Add |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
2,032
|
<0.01% |
New |
history
|
|
David Katz - Matrix Asset Advisors
|
1,092
|
0.03% |
New |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
529,935
|
0.40% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
1,448
|
<0.01% |
New |
history
|
|
Mairs & Power
|
3,201
|
<0.01% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
5,647,507
|
4.3% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
2,703,214
|
2.2% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
5,480,780
|
8.7% |
Reduce |
history
|
|
First Pacific Advisors
|
119,516
|
0.47% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,637,124
|
6.3% |
Add |
history
|
|
Senator Investment Group
|
150,000
|
1.6% |
Reduce |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
86,140
|
0.58% |
New |
history
|
|
Nehal Chopra - Ratan Capital Management
|
26,217
|
3.3% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
122,471
|
6.9% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
970
|
0.11% |
New |
history
|
|
Davidson Kempner Capital Management
|
75,000
|
0.34% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
0
|
<0.01% |
Exit |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
47,970
|
3.5% |
|
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
2,550
|
0.53% |
New |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
19
|
<0.01% |
Reduce |
history
|
|
Situational Awareness
|
1,191,606
|
15.5% |
Add |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
713
|
0.11% |
|
history
|