|
Dodge & Cox
|
1,731,595
|
0.09% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
9,202
|
<0.01% |
New |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
153,593
|
3.9% |
Add |
history
|
|
Spencer Waxman - Shannon River Fund Management
|
445,440
|
5.3% |
New |
history
|
|
First Eagle Investment Management
|
10,608
|
<0.01% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,008,185
|
1.2% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
1,157,840
|
2.5% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Sachem Head Capital Management
|
2,272,500
|
6.3% |
Reduce |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
232,518
|
0.44% |
Reduce |
history
|