|
Dodge & Cox
|
5,014,319
|
1.6% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
4,461
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
65,805
|
7.8% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
105,710
|
4.2% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
7,900
|
0.99% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
32,939
|
1.7% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
256,700
|
0.44% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
34,607
|
0.22% |
New |
history
|
|
Steven Check - Check Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Polen Capital Management
|
476,663
|
1.9% |
New |
history
|
|
Christopher Davis - Davis Selected Advisers
|
1,719,156
|
4.5% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
90,000
|
2.5% |
New |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
568
|
<0.01% |
Reduce |
history
|
|
Mairs & Power
|
324,625
|
1.9% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
248,303
|
1.2% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
1,062,575
|
1.7% |
New |
history
|
|
Jensen Investment Management
|
341,147
|
3.8% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
2,812,056
|
5.5% |
Reduce |
history
|
|
Glenview Capital Management
|
122,662
|
1.8% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
6,056
|
0.79% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
144,799
|
1.0% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
3,086,864
|
7.7% |
Add |
history
|
|
First Eagle Investment Management
|
3,193,098
|
2.4% |
Add |
history
|
|
David Abrams - Abrams Capital Management
|
325,155
|
4.0% |
|
history
|
|
First Pacific Advisors
|
680,613
|
5.5% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
512,569
|
3.8% |
Add |
history
|
|
Valueact Capital - Valueact Holdings
|
915,674
|
9.2% |
Reduce |
history
|
|
Senator Investment Group
|
83,574
|
2.2% |
Add |
history
|
|
Triple Frond Partners
|
117,628
|
7.0% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
10,564,799
|
7.2% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,400,083
|
1.5% |
Add |
history
|
|
Corvex Management
|
2,400
|
0.05% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,953,373
|
19.6% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
373
|
<0.01% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
56,663
|
12.0% |
Add |
history
|
|
Terry Smith - Fundsmith
|
1,321,375
|
5.9% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
106,000
|
0.83% |
Add |
history
|
|
Marc Stad - Dragoneer Investment Group
|
712,800
|
13.6% |
New |
history
|
|
Francois Rochon - Giverny Capital
|
307,821
|
6.4% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
436,500
|
4.2% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
161,683
|
7.4% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
153,996
|
0.69% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
201,147
|
1.9% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Robert Vinall - Rv Capital AG
|
145,534
|
21.8% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
225,000
|
4.4% |
New |
history
|
|
Samantha Mclemore - Patient Capital Management
|
171,086
|
3.6% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
20,500
|
8.5% |
Add |
history
|
|
Estuary Capital Management
|
35,360
|
3.4% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
877
|
0.26% |
Add |
history
|
|
Ning Jin - Avantyr Capital Partners
|
195,100
|
5.4% |
New |
history
|