|
Dodge & Cox
|
669,855
|
0.07% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
29,482
|
0.01% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
119,837
|
5.1% |
Reduce |
history
|
|
Spencer Waxman - Shannon River Fund Management
|
167,918
|
4.9% |
Add |
history
|
|
First Eagle Investment Management
|
6,221
|
<0.01% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,094,757
|
2.6% |
Add |
history
|
|
Sachem Head Capital Management
|
1,610,000
|
7.0% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
175,000
|
0.51% |
Add |
history
|
|
Gavin Baker - Atreides Management
|
1,235,246
|
2.8% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
1,335,217
|
2.5% |
Add |
history
|
|
Situational Awareness
|
480,300
|
1.6% |
Add |
history
|