|
Dodge & Cox
|
4,163,253
|
1.7% |
Add |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
3,545
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
68,330
|
10.3% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
115,710
|
4.6% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
0
|
<0.01% |
Exit |
history
|
|
Robert Olstein - Olstein Capital Management
|
4,500
|
0.62% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
28,206
|
2.1% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
273,059
|
0.55% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
336
|
<0.01% |
New |
history
|
|
Christopher Davis - Davis Selected Advisers
|
2,107,814
|
8.3% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
150,000
|
1.5% |
New |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
587
|
<0.01% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,665,017
|
8.7% |
Reduce |
history
|
|
Mairs & Power
|
218,761
|
1.6% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
280,281
|
1.7% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
265,499
|
0.57% |
Reduce |
history
|
|
Jensen Investment Management
|
203,412
|
1.8% |
New |
history
|
|
Philippe Laffont - Coatue Management
|
3,680,627
|
7.6% |
Reduce |
history
|
|
Glenview Capital Management
|
115,934
|
2.4% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
6,731
|
1.4% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
95,570
|
1.1% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
7,533,525
|
16.3% |
Add |
history
|
|
First Eagle Investment Management
|
3,332,941
|
4.8% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
394,755
|
4.8% |
|
history
|
|
First Pacific Advisors
|
777,005
|
8.2% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
621,984
|
6.4% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
623,374
|
8.2% |
Reduce |
history
|
|
Senator Investment Group
|
135,902
|
3.9% |
Add |
history
|
|
Triple Frond Partners
|
110,200
|
12.0% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
10,165,589
|
10.1% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
574,085
|
4.1% |
New |
history
|
|
Corvex Management
|
2,400
|
0.07% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,877,301
|
20.0% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
338
|
<0.01% |
New |
history
|
|
Nehal Chopra - Ratan Capital Management
|
20,474
|
7.3% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
26,905
|
4.1% |
Add |
history
|
|
Terry Smith - Fundsmith
|
3,568,752
|
11.4% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
551,295
|
4.2% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
224,844
|
2.7% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
318,902
|
8.1% |
Add |
history
|
|
David Tepper - Appaloosa
|
400,000
|
4.6% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
245,108
|
16.2% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
290,500
|
1.6% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
397,558
|
5.0% |
Reduce |
history
|
|
Robert Vinall - Rv Capital AG
|
142,988
|
19.5% |
|
history
|
|
Gavin Baker - Atreides Management
|
144,333
|
3.0% |
Reduce |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
107,674
|
2.5% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
50,000
|
1.3% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
144,295
|
4.8% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Mala Gaonkar - Surgocap Partners
|
196,778
|
5.5% |
Reduce |
history
|
|
Estuary Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
966
|
0.41% |
Add |
history
|