|
Dodge & Cox
|
6,489,255
|
1.9% |
Add |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
4,655
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
76,471
|
8.9% |
Add |
history
|
|
Wallace Weitz - Weitz Investment Management
|
102,960
|
4.0% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
764,041
|
3.8% |
New |
history
|
|
David Katz - Matrix Asset Advisors
|
37,665
|
1.7% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
233,313
|
0.20% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
21,776
|
0.15% |
Reduce |
history
|
|
Polen Capital Management
|
329,573
|
1.6% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
1,648,172
|
4.0% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
0
|
<0.01% |
Exit |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
964
|
<0.01% |
Add |
history
|
|
Mairs & Power
|
332,871
|
1.7% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
234,163
|
1.0% |
Reduce |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
1,867,619
|
3.0% |
Add |
history
|
|
Jensen Investment Management
|
109,456
|
1.5% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
2,526,048
|
2.9% |
Reduce |
history
|
|
Bill Miller - Miller Value Partners
|
6,412
|
0.85% |
New |
history
|
|
Glenview Capital Management
|
356,841
|
3.7% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
5,918
|
0.70% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
201,459
|
1.2% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
2,823,180
|
6.6% |
Reduce |
history
|
|
First Eagle Investment Management
|
3,217,353
|
3.0% |
Add |
history
|
|
David Abrams - Abrams Capital Management
|
325,155
|
3.3% |
|
history
|
|
First Pacific Advisors
|
679,884
|
4.7% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
455,982
|
2.1% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
915,674
|
9.2% |
|
history
|
|
Chris James - Meritage Group
|
286,391
|
6.2% |
New |
history
|
|
Senator Investment Group
|
91,574
|
1.9% |
Add |
history
|
|
Triple Frond Partners
|
117,628
|
5.9% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
10,823,070
|
6.1% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,466,943
|
1.7% |
Add |
history
|
|
Corvex Management
|
280,000
|
4.8% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,354,990
|
7.8% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
373
|
<0.01% |
|
history
|
|
Nehal Chopra - Ratan Capital Management
|
1,000
|
0.18% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
1,051,876
|
4.3% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
123,000
|
0.82% |
Add |
history
|
|
Marc Stad - Dragoneer Investment Group
|
0
|
<0.01% |
Exit |
history
|
|
Francois Rochon - Giverny Capital
|
302,888
|
5.7% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
675,000
|
4.9% |
Add |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
199,901
|
7.2% |
Add |
history
|
|
Clifford Sosin - Cas Investment Partners
|
136,246
|
4.1% |
New |
history
|
|
Cathie Wood - Ark Investment Management
|
238,973
|
0.87% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
154,291
|
1.4% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
566,500
|
0.92% |
New |
history
|
|
Robert Vinall - Rv Capital AG
|
138,997
|
20.4% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
402,770
|
1.6% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
395,000
|
6.1% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
170,790
|
3.2% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
16,300
|
4.7% |
Reduce |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
124
|
<0.01% |
New |
history
|
|
Estuary Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Bill Ackman - Pershing Square
|
3,196,062
|
9.2% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
877
|
0.24% |
|
history
|
|
Ning Jin - Avantyr Capital Partners
|
133,338
|
2.8% |
Reduce |
history
|