|
Torray Investment Partners
|
19,958
|
0.75% |
Add |
history
|
|
Dodge & Cox
|
16,525
|
<0.01% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
2,967,928
|
1.2% |
Add |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
1,083
|
<0.01% |
|
history
|
|
Wallace Weitz - Weitz Investment Management
|
348,010
|
4.2% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
288,116
|
1.3% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
1,703
|
0.05% |
|
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
36,515
|
0.02% |
Add |
history
|
|
Dan Loeb - Third Point
|
2,050,000
|
7.1% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
9,269
|
0.04% |
Reduce |
history
|
|
Mairs & Power
|
1,226
|
<0.01% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
4,004,517
|
3.4% |
Reduce |
history
|
|
Chuck Akre - Akre Capital Management
|
1,775,400
|
3.5% |
|
history
|
|
Philippe Laffont - Coatue Management
|
597,110
|
0.58% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
19,281
|
1.5% |
Add |
history
|
|
Gates Foundation Trust
|
373,000
|
0.20% |
|
history
|
|
Valueact Capital - Valueact Holdings
|
200,000
|
0.93% |
Add |
history
|
|
Chris James - Meritage Group
|
655,379
|
3.5% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Nehal Chopra - Ratan Capital Management
|
25,600
|
3.9% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
314,516
|
9.4% |
New |
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
David Witzke - Avidity Partners Management
|
290,000
|
2.4% |
Add |
history
|