|
Dodge & Cox
|
3,829,095
|
1.2% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
31,920
|
0.03% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
83,788
|
8.8% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
188,775
|
5.0% |
Reduce |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
12,800
|
0.55% |
New |
history
|
|
Lee Ainslie - Maverick Capital
|
295,212
|
2.8% |
Add |
history
|
|
Robert Olstein - Olstein Capital Management
|
6,000
|
0.54% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
41,238
|
2.5% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
286,143
|
0.41% |
Add |
history
|
|
Polen Capital Management
|
808
|
<0.01% |
New |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,059,517
|
9.0% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
1,100,000
|
6.3% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
581
|
<0.01% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,394,437
|
5.7% |
Reduce |
history
|
|
Mairs & Power
|
21,592
|
0.11% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
270,981
|
1.3% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
266,259
|
0.52% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
4,182,327
|
8.2% |
Reduce |
history
|
|
Glenview Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
12,005
|
1.8% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
151,509
|
2.1% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
7,465,139
|
17.4% |
|
history
|
|
First Eagle Investment Management
|
3,545,098
|
4.0% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
620,547
|
6.1% |
|
history
|
|
First Pacific Advisors
|
959,290
|
6.5% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
838,702
|
6.0% |
Reduce |
history
|
|
Chris James - Meritage Group
|
478
|
<0.01% |
New |
history
|
|
Senator Investment Group
|
162,521
|
4.0% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
12,839,018
|
9.9% |
Add |
history
|
|
Corvex Management
|
2,400
|
0.06% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
2,292,661
|
17.2% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
28,742
|
4.4% |
|
history
|
|
Glen Kacher - Light Street Capital Management
|
39,500
|
4.6% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
4,871,364
|
10.0% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,339,665
|
6.8% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
162,959
|
1.7% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
297,713
|
6.3% |
Add |
history
|
|
David Tepper - Appaloosa
|
935,000
|
7.6% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
239,724
|
14.4% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
433,656
|
1.9% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
577,470
|
4.5% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Robert Vinall - Rv Capital AG
|
183,083
|
22.2% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
83,611
|
1.4% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
50,000
|
1.1% |
Reduce |
history
|
|
Samantha Mclemore - Patient Capital Management
|
159,925
|
4.3% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
10,550
|
5.3% |
Reduce |
history
|