|
Dodge & Cox
|
4,426,613
|
0.90% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
908,358
|
0.53% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
138,510
|
9.9% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
231,275
|
3.8% |
Reduce |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
21,600
|
0.35% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
586,892
|
4.0% |
Add |
history
|
|
Robert Olstein - Olstein Capital Management
|
15,500
|
0.80% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
48,549
|
2.1% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
240,570
|
0.21% |
Add |
history
|
|
Christopher Davis - Davis Selected Advisers
|
4,888,906
|
9.2% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
1,100,000
|
5.0% |
New |
history
|
|
Stephen Mandel - Lone Pine Capital
|
2,779,103
|
8.0% |
New |
history
|
|
Mairs & Power
|
2,070
|
<0.01% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
258,881
|
0.94% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,057,022
|
3.7% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
6,172,071
|
9.4% |
Add |
history
|
|
Glenview Capital Management
|
55,225
|
0.38% |
New |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
18,883
|
2.0% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
153,998
|
1.2% |
Reduce |
history
|
|
Gates Foundation Trust
|
27,035
|
0.02% |
New |
history
|
|
Chase Coleman - Tiger Global Management
|
8,895,906
|
19.7% |
Add |
history
|
|
Hillman Capital Management
|
20,552
|
2.4% |
Reduce |
history
|
|
First Eagle Investment Management
|
5,665,496
|
4.4% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
928,474
|
9.2% |
Reduce |
history
|
|
First Pacific Advisors
|
1,223,296
|
5.8% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,286,719
|
7.8% |
Reduce |
history
|
|
Chris James - Meritage Group
|
863
|
<0.01% |
New |
history
|
|
Senator Investment Group
|
447,500
|
7.5% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
14,225,321
|
9.0% |
Reduce |
history
|
|
Corvex Management
|
2,400
|
0.04% |
New |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
2,404,781
|
13.7% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
50,006
|
11.4% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
69,978
|
6.2% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
5,006,145
|
6.8% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
2,264,375
|
7.9% |
Add |
history
|
|
Davidson Kempner Capital Management
|
255,667
|
1.2% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
282,449
|
4.6% |
Add |
history
|
|
David Tepper - Appaloosa
|
1,950,000
|
11.6% |
Add |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
469,184
|
18.4% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
286,925
|
0.66% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
894,014
|
4.5% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,700,578
|
7.4% |
Add |
history
|
|
Robert Vinall - Rv Capital AG
|
268,583
|
24.6% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
377,380
|
3.7% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
375,000
|
5.3% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
189,352
|
3.3% |
Reduce |
history
|