|
Torray Investment Partners
|
99,470
|
4.5% |
Add |
history
|
|
Dodge & Cox
|
19,290
|
<0.01% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
1,813
|
<0.01% |
Add |
history
|
|
Farallon Capital Management
|
1,779,500
|
3.1% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
1,099
|
0.03% |
|
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
523,219
|
0.49% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
155,107
|
0.53% |
Add |
history
|
|
Polen Capital Management
|
2,697,567
|
5.8% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
50,000
|
0.74% |
New |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
899
|
<0.01% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
0
|
<0.01% |
Exit |
history
|
|
Mairs & Power
|
3,533
|
0.01% |
Add |
history
|
|
Jensen Investment Management
|
445,649
|
2.7% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
5,503,852
|
5.9% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
843
|
<0.01% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
3,584,814
|
4.9% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
4,056,002
|
8.3% |
Reduce |
history
|
|
First Pacific Advisors
|
62,465
|
0.27% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
737,142
|
2.9% |
Reduce |
history
|
|
Senator Investment Group
|
187,643
|
2.7% |
New |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
195,955
|
1.8% |
New |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
67,094
|
0.36% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
41,822
|
4.8% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
149,800
|
8.7% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
970
|
0.11% |
|
history
|
|
Davidson Kempner Capital Management
|
50,000
|
0.21% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
407,803
|
0.98% |
New |
history
|
|
Dan Sundheim - D1 Capital Partners
|
981,495
|
2.7% |
Add |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Mala Gaonkar - Surgocap Partners
|
0
|
<0.01% |
Exit |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
48,911
|
0.07% |
Reduce |
history
|
|
Estuary Capital Management
|
106,420
|
5.5% |
Add |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
720
|
0.12% |
Add |
history
|