|
Dodge & Cox
|
3,831,944
|
1.1% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
73,769
|
0.06% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
85,922
|
8.3% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
201,275
|
4.9% |
Reduce |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
0
|
<0.01% |
Exit |
history
|
|
Lee Ainslie - Maverick Capital
|
152,689
|
1.4% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
6,500
|
0.52% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
41,787
|
2.4% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
282,937
|
0.37% |
Add |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,078,864
|
8.4% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
1,236,000
|
7.6% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
583
|
<0.01% |
|
history
|
|
Stephen Mandel - Lone Pine Capital
|
2,137,817
|
8.2% |
Reduce |
history
|
|
Mairs & Power
|
17,049
|
0.08% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
267,681
|
1.3% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
731,983
|
1.3% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
4,316,144
|
8.2% |
Reduce |
history
|
|
Glenview Capital Management
|
109,289
|
0.93% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
12,159
|
1.7% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
120,698
|
1.5% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
7,465,139
|
19.8% |
|
history
|
|
Hillman Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
First Eagle Investment Management
|
3,554,783
|
3.9% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
620,547
|
9.4% |
Reduce |
history
|
|
First Pacific Advisors
|
1,026,316
|
7.0% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,289,164
|
9.3% |
Reduce |
history
|
|
Chris James - Meritage Group
|
0
|
<0.01% |
Exit |
history
|
|
Senator Investment Group
|
252,521
|
5.6% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
12,782,823
|
10.4% |
Reduce |
history
|
|
Corvex Management
|
2,400
|
0.05% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
63,930
|
0.71% |
New |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
2,357,401
|
17.6% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
28,742
|
7.4% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
45,500
|
5.3% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
4,969,549
|
9.4% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,441,137
|
6.8% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
202,383
|
1.7% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
295,820
|
5.8% |
Add |
history
|
|
David Tepper - Appaloosa
|
1,122,500
|
8.1% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
287,226
|
16.2% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
436,490
|
1.5% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
600,710
|
4.5% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
786,252
|
5.8% |
Reduce |
history
|
|
Robert Vinall - Rv Capital AG
|
198,383
|
25.7% |
|
history
|
|
Grant Wonders - Voyager Global Management
|
130,000
|
3.1% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
164,999
|
3.9% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
14,850
|
6.2% |
|
history
|
|
Mala Gaonkar - Surgocap Partners
|
0
|
<0.01% |
Exit |
history
|