|
Dodge & Cox
|
744,879
|
0.04% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
18,994
|
<0.01% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
138,524
|
3.7% |
Reduce |
history
|
|
Spencer Waxman - Shannon River Fund Management
|
89,256
|
1.5% |
Reduce |
history
|
|
First Eagle Investment Management
|
8,801
|
<0.01% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
459,398
|
0.58% |
Reduce |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Sachem Head Capital Management
|
2,035,000
|
6.2% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
125,000
|
0.23% |
New |
history
|
|
Gavin Baker - Atreides Management
|
913,778
|
1.9% |
New |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
17,000
|
1.0% |
New |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
415,351
|
0.66% |
Add |
history
|
|
Situational Awareness
|
154,400
|
0.40% |
New |
history
|