|
Dodge & Cox
|
4,377,358
|
0.98% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
880,658
|
0.54% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
102,120
|
9.9% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
226,275
|
4.2% |
Reduce |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
21,600
|
0.52% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
310,986
|
2.2% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
12,500
|
0.75% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
47,753
|
2.2% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
260,114
|
0.25% |
Add |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,957,652
|
7.9% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
1,160,000
|
6.2% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
583
|
<0.01% |
New |
history
|
|
Stephen Mandel - Lone Pine Capital
|
2,873,728
|
8.8% |
Add |
history
|
|
Mairs & Power
|
2,080
|
<0.01% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
264,681
|
1.0% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,991,633
|
3.9% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
5,629,672
|
8.4% |
Reduce |
history
|
|
Glenview Capital Management
|
157,140
|
1.2% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
17,395
|
2.0% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
150,405
|
1.4% |
Reduce |
history
|
|
Gates Foundation Trust
|
0
|
<0.01% |
Exit |
history
|
|
Chase Coleman - Tiger Global Management
|
7,465,139
|
18.8% |
Reduce |
history
|
|
Hillman Capital Management
|
18,376
|
2.2% |
Reduce |
history
|
|
First Eagle Investment Management
|
5,609,142
|
4.7% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
711,550
|
7.8% |
Reduce |
history
|
|
First Pacific Advisors
|
1,087,355
|
5.8% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,371,405
|
8.7% |
Add |
history
|
|
Chris James - Meritage Group
|
740
|
<0.01% |
Reduce |
history
|
|
Senator Investment Group
|
433,233
|
6.6% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
14,569,705
|
9.5% |
Add |
history
|
|
Corvex Management
|
2,400
|
0.04% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
2,404,781
|
14.1% |
|
history
|
|
Nehal Chopra - Ratan Capital Management
|
17,106
|
4.0% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
49,500
|
5.2% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
4,998,706
|
7.4% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,801,045
|
6.9% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
278,148
|
2.3% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
287,932
|
4.8% |
Add |
history
|
|
David Tepper - Appaloosa
|
1,850,000
|
11.3% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
386,133
|
17.6% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
309,363
|
0.65% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
624,010
|
3.5% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
1,251,278
|
7.8% |
Reduce |
history
|
|
Robert Vinall - Rv Capital AG
|
198,383
|
20.3% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
0
|
<0.01% |
Exit |
history
|
|
Grant Wonders - Voyager Global Management
|
515,000
|
8.7% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
188,424
|
3.5% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
14,850
|
6.2% |
New |
history
|