|
Dodge & Cox
|
3,963,207
|
1.6% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
3,811
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
70,594
|
9.5% |
Add |
history
|
|
Wallace Weitz - Weitz Investment Management
|
108,710
|
4.3% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
5,000
|
0.69% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
28,134
|
1.9% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
265,135
|
0.52% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
336
|
<0.01% |
|
history
|
|
Polen Capital Management
|
538
|
<0.01% |
New |
history
|
|
Christopher Davis - Davis Selected Advisers
|
1,715,514
|
6.6% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
220,000
|
1.8% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
580
|
<0.01% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,322,260
|
7.1% |
Reduce |
history
|
|
Mairs & Power
|
256,927
|
1.8% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
280,281
|
1.7% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
929,003
|
1.8% |
Add |
history
|
|
Jensen Investment Management
|
399,933
|
3.6% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
4,035,717
|
7.3% |
Add |
history
|
|
Glenview Capital Management
|
11,572
|
0.19% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
6,276
|
1.2% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
86,917
|
0.84% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
2,819,001
|
6.4% |
Reduce |
history
|
|
First Eagle Investment Management
|
3,331,952
|
4.5% |
Reduce |
history
|
|
David Abrams - Abrams Capital Management
|
394,755
|
4.7% |
|
history
|
|
First Pacific Advisors
|
710,995
|
7.2% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
729,822
|
6.3% |
Add |
history
|
|
Valueact Capital - Valueact Holdings
|
768,674
|
9.5% |
Add |
history
|
|
Senator Investment Group
|
84,902
|
2.3% |
Reduce |
history
|
|
Triple Frond Partners
|
101,655
|
8.1% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
9,494,819
|
8.6% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
728,246
|
4.0% |
Add |
history
|
|
Corvex Management
|
2,400
|
0.06% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
76,100
|
1.4% |
New |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,865,938
|
18.1% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
338
|
<0.01% |
|
history
|
|
Nehal Chopra - Ratan Capital Management
|
21,474
|
8.5% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Terry Smith - Fundsmith
|
1,558,664
|
5.8% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
541,167
|
4.2% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
216,344
|
2.7% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
311,810
|
7.0% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
370,000
|
3.7% |
Reduce |
history
|
|
Pat Dorsey - Dorsey Asset Management
|
192,224
|
12.7% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
298,412
|
1.3% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
244,021
|
3.0% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
271,400
|
2.3% |
New |
history
|
|
Robert Vinall - Rv Capital AG
|
139,712
|
18.8% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
66,093
|
0.95% |
Reduce |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
148,589
|
3.2% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
250,000
|
5.4% |
Add |
history
|
|
Samantha Mclemore - Patient Capital Management
|
144,000
|
4.2% |
Reduce |
history
|
|
Mala Gaonkar - Surgocap Partners
|
210,584
|
4.3% |
Add |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
966
|
0.38% |
|
history
|