|
Dodge & Cox
|
8,465,977
|
2.5% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
5,229,301
|
4.5% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
51,100
|
1.2% |
Add |
history
|
|
Farallon Capital Management
|
1,111,341
|
2.4% |
New |
history
|
|
Richard Pzena - Pzena Investment Management
|
1,459,148
|
2.8% |
Add |
history
|
|
Warren Buffett - Berkshire Hathaway
|
3,828,941
|
0.54% |
|
history
|
|
Philippe Laffont - Coatue Management
|
425,434
|
0.95% |
Reduce |
history
|
|
Glenview Capital Management
|
171,087
|
1.7% |
Add |
history
|
|
First Eagle Investment Management
|
527
|
<0.01% |
Add |
history
|
|
First Pacific Advisors
|
592,860
|
4.1% |
Reduce |
history
|
|
Chris James - Meritage Group
|
0
|
<0.01% |
Exit |
history
|
|
Triple Frond Partners
|
381,748
|
21.3% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Altarock Partners
|
497,702
|
5.5% |
Add |
history
|
|
Bryan Lawrence - Oakcliff Capital Partners
|
35,574
|
10.7% |
|
history
|
|
Grant Wonders - Voyager Global Management
|
350,000
|
7.2% |
Reduce |
history
|