|
Dodge & Cox
|
3,524,514
|
1.2% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
2,647
|
<0.01% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
69,553
|
9.2% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
120,760
|
3.7% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
174,390
|
1.8% |
New |
history
|
|
Robert Olstein - Olstein Capital Management
|
4,000
|
0.42% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
29,531
|
1.9% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
281,113
|
0.48% |
Add |
history
|
|
Christopher Davis - Davis Selected Advisers
|
2,210,250
|
7.3% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
0
|
<0.01% |
Exit |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
598
|
<0.01% |
Add |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,758,062
|
8.8% |
Reduce |
history
|
|
Mairs & Power
|
25,507
|
0.15% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
280,081
|
1.4% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
1,466,311
|
2.7% |
New |
history
|
|
Philippe Laffont - Coatue Management
|
3,757,611
|
9.5% |
Add |
history
|
|
Glenview Capital Management
|
45,104
|
0.64% |
New |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
6,780
|
1.2% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
105,485
|
1.3% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
7,465,139
|
16.2% |
|
history
|
|
First Eagle Investment Management
|
3,544,871
|
4.3% |
Add |
history
|
|
David Abrams - Abrams Capital Management
|
394,755
|
4.0% |
Reduce |
history
|
|
First Pacific Advisors
|
782,479
|
7.2% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
678,058
|
6.8% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
1,014,874
|
12.8% |
Add |
history
|
|
Senator Investment Group
|
102,480
|
3.1% |
Add |
history
|
|
Triple Frond Partners
|
76,750
|
6.0% |
New |
history
|
|
Lewis Sanders - Sanders Capital
|
11,967,872
|
10.3% |
Reduce |
history
|
|
Corvex Management
|
2,400
|
0.05% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,835,636
|
21.3% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
60,810
|
11.3% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
23,935
|
3.9% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
3,883,796
|
10.2% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
742,455
|
4.9% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
147,959
|
1.8% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
315,144
|
6.7% |
Add |
history
|
|
David Tepper - Appaloosa
|
550,000
|
3.8% |
Add |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
247,057
|
15.1% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
416,469
|
2.4% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
510,972
|
5.3% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Robert Vinall - Rv Capital AG
|
142,988
|
18.2% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
239,789
|
4.2% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
155,000
|
4.0% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
145,666
|
4.3% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
1,750
|
0.88% |
Add |
history
|
|
Mala Gaonkar - Surgocap Partners
|
210,047
|
6.0% |
Reduce |
history
|
|
Estuary Capital Management
|
37,900
|
5.3% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
926
|
0.32% |
|
history
|