|
Dodge & Cox
|
3,810,837
|
1.3% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
31,033
|
0.02% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
79,557
|
9.2% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
158,600
|
4.8% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
4,600
|
0.47% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
37,968
|
2.4% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
281,029
|
0.43% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
2,492,597
|
8.5% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
665,000
|
5.2% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
583
|
<0.01% |
|
history
|
|
Stephen Mandel - Lone Pine Capital
|
2,036,930
|
8.9% |
Add |
history
|
|
Mairs & Power
|
26,312
|
0.15% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
278,381
|
1.4% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
3,686,378
|
7.3% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
8,714
|
1.5% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
99,561
|
1.3% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
7,465,139
|
16.5% |
|
history
|
|
First Eagle Investment Management
|
3,542,031
|
4.6% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
557,752
|
5.3% |
Reduce |
history
|
|
First Pacific Advisors
|
892,456
|
7.5% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
817,752
|
5.7% |
Add |
history
|
|
Valueact Capital - Valueact Holdings
|
211,500
|
2.8% |
|
history
|
|
Senator Investment Group
|
95,216
|
1.6% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
12,086,958
|
10.3% |
Reduce |
history
|
|
Corvex Management
|
2,400
|
0.04% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,842,186
|
19.4% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
45,806
|
4.1% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
53,647
|
5.8% |
Add |
history
|
|
Terry Smith - Fundsmith
|
4,561,352
|
11.4% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
801,442
|
5.4% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
172,959
|
2.3% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
315,095
|
6.7% |
Add |
history
|
|
David Tepper - Appaloosa
|
490,000
|
4.4% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
208,247
|
12.6% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
464,394
|
2.3% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
521,537
|
5.2% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
252,188
|
2.5% |
Add |
history
|
|
Robert Vinall - Rv Capital AG
|
149,583
|
18.8% |
|
history
|
|
Grant Wonders - Voyager Global Management
|
50,000
|
1.2% |
New |
history
|
|
Samantha Mclemore - Patient Capital Management
|
147,628
|
4.0% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
850
|
0.47% |
Reduce |
history
|
|
Mala Gaonkar - Surgocap Partners
|
273,047
|
8.2% |
Reduce |
history
|