manager	shares	port %	label
Dodge & Cox	5,019,837	1.8%	Add	history
Bill Nygren / Oakmark - Harris Associates L P	4,285	<0.01%	Add	history
David Rolfe - Wedgewood Partners	69,135	8.5%	Reduce	history
Wallace Weitz - Weitz Investment Management	108,710	4.3%		history
Robert Olstein - Olstein Capital Management	5,700	0.77%	Add	history
David Katz - Matrix Asset Advisors	32,186	1.9%	Add	history
Ron Baron - Bamco Inc. (Baron Capital)	270,126	0.48%	Add	history
Steven Check - Check Capital Management	336	<0.01%		history
Polen Capital Management	0	<0.01%	Exit	history
Christopher Davis - Davis Selected Advisers	1,752,974	5.2%	Add	history
Dan Loeb - Third Point	0	<0.01%	Exit	history
Murray Stahl - Horizon Kinetics Asset Management	570	<0.01%	Reduce	history
Stephen Mandel - Lone Pine Capital	0	<0.01%	Exit	history
Mairs & Power	316,529	2.0%	Add	history
Thomas Gayner - Markel Group	248,303	1.3%	Reduce	history
Andreas Halvorsen - Viking Global Investors	0	<0.01%	Exit	history
Jensen Investment Management	366,040	3.8%	Reduce	history
Philippe Laffont - Coatue Management	3,781,949	6.2%	Reduce	history
Glenview Capital Management	11,572	0.16%		history
Arnold Van Den Berg - Van Den Berg Management I	6,096	0.92%	Reduce	history
Sarah Ketterer - Causeway Capital Management	110,385	1.0%	Add	history
Chase Coleman - Tiger Global Management	2,750,615	6.1%	Reduce	history
First Eagle Investment Management	3,149,947	3.7%	Reduce	history
David Abrams - Abrams Capital Management	325,155	3.8%	Reduce	history
First Pacific Advisors	702,121	6.1%	Reduce	history
Alex Sacerdote - Whale Rock Capital Management	469,713	4.0%	Reduce	history
Valueact Capital - Valueact Holdings	1,047,974	9.8%	Add	history
Senator Investment Group	73,574	1.9%	Reduce	history
Triple Frond Partners	97,376	6.7%	Reduce	history
Lewis Sanders - Sanders Capital	10,038,174	7.6%	Add	history
Eric Mandelblatt - Soroban Capital Partners	1,172,966	6.0%	Add	history
Corvex Management	2,400	0.05%		history
Stanley Druckenmiller - Duquesne Family Office	0	<0.01%	Exit	history
Brad Gerstner - Altimeter Capital Management	1,845,368	18.3%	Reduce	history
Glenn Greenberg - Brave Warrior Advisors	338	<0.01%		history
Nehal Chopra - Ratan Capital Management	44,474	7.9%	Add	history
Terry Smith - Fundsmith	1,363,539	5.3%	Reduce	history
John Armitage - Egerton Capital (UK)	0	<0.01%	Exit	history
Davidson Kempner Capital Management	81,145	0.85%	Reduce	history
Francois Rochon - Giverny Capital	313,449	6.9%	Add	history
David Tepper - Appaloosa	600,000	5.7%	Add	history
Pat Dorsey - Dorsey Asset Management	160,450	9.2%	Reduce	history
Cathie Wood - Ark Investment Management	298,549	1.3%	Add	history
Ruane, Cunniff & Goldfarb	239,018	2.5%	Reduce	history
Dan Sundheim - D1 Capital Partners	376,162	2.3%	Add	history
Robert Vinall - Rv Capital AG	136,311	20.9%	Reduce	history
Gavin Baker - Atreides Management	0	<0.01%	Exit	history
Ben Jacobs - Anomaly Capital Management	0	<0.01%	Exit	history
Grant Wonders - Voyager Global Management	0	<0.01%	Exit	history
Samantha Mclemore - Patient Capital Management	143,094	3.6%	Reduce	history
Ram Parameswaran - Octahedron Capital Management	1,250	0.56%	New	history
Mala Gaonkar - Surgocap Partners	0	<0.01%	Exit	history
Kentucky Trust Co. - Kentucky Trust	808	0.28%	Reduce	history