|
Dodge & Cox
|
3,812,714
|
1.2% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
30,943
|
0.02% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
82,848
|
8.7% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
167,200
|
4.7% |
Reduce |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
0
|
<0.01% |
Exit |
history
|
|
Lee Ainslie - Maverick Capital
|
0
|
<0.01% |
Exit |
history
|
|
Robert Olstein - Olstein Capital Management
|
5,200
|
0.51% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
40,489
|
2.6% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
284,930
|
0.43% |
Reduce |
history
|
|
Polen Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Christopher Davis - Davis Selected Advisers
|
2,714,886
|
8.7% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
545,000
|
4.2% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
583
|
<0.01% |
Add |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,891,337
|
8.1% |
Add |
history
|
|
Mairs & Power
|
22,213
|
0.12% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
275,231
|
1.4% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
0
|
<0.01% |
Exit |
history
|
|
Philippe Laffont - Coatue Management
|
3,694,259
|
7.9% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
11,740
|
1.9% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
104,936
|
1.5% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
7,465,139
|
18.2% |
|
history
|
|
First Eagle Investment Management
|
3,546,763
|
4.2% |
Add |
history
|
|
David Abrams - Abrams Capital Management
|
620,547
|
5.7% |
|
history
|
|
First Pacific Advisors
|
911,003
|
7.2% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
745,414
|
6.0% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
211,500
|
3.1% |
New |
history
|
|
Chris James - Meritage Group
|
0
|
<0.01% |
Exit |
history
|
|
Senator Investment Group
|
87,521
|
2.4% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
12,850,907
|
10.7% |
Add |
history
|
|
Corvex Management
|
2,400
|
0.05% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
2,264,001
|
19.2% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
30,806
|
4.8% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
36,480
|
4.9% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
4,871,364
|
11.0% |
|
history
|
|
John Armitage - Egerton Capital (UK)
|
1,028,489
|
5.9% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
189,959
|
2.9% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
309,942
|
6.7% |
Add |
history
|
|
David Tepper - Appaloosa
|
625,000
|
5.3% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
232,669
|
14.4% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
397,921
|
2.1% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
567,157
|
5.1% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
251,665
|
2.8% |
New |
history
|
|
Robert Vinall - Rv Capital AG
|
149,583
|
17.7% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
0
|
<0.01% |
Exit |
history
|
|
Grant Wonders - Voyager Global Management
|
0
|
<0.01% |
Exit |
history
|
|
Samantha Mclemore - Patient Capital Management
|
147,824
|
4.2% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
10,550
|
6.7% |
|
history
|
|
Mala Gaonkar - Surgocap Partners
|
303,844
|
8.7% |
New |
history
|