|
Bill Nygren / Oakmark - Harris Associates L P
|
141,565
|
0.11% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
2,100,298
|
10.4% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
203,350
|
4.9% |
|
history
|
|
Don Yacktman - Yacktman Asset Management
|
11,130
|
0.05% |
|
history
|
|
Farallon Capital Management
|
513,161
|
1.1% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
5,093
|
0.40% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
134,085
|
0.17% |
Add |
history
|
|
Polen Capital Management
|
4,469,582
|
5.0% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
21,239
|
0.19% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
680,424
|
2.6% |
Reduce |
history
|
|
Warren Buffett - Berkshire Hathaway
|
3,986,648
|
0.58% |
|
history
|
|
Mairs & Power
|
1,274
|
<0.01% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
207,540
|
0.99% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
794,313
|
1.4% |
Reduce |
history
|
|
Jensen Investment Management
|
1,049,377
|
3.9% |
Reduce |
history
|
|
Chuck Akre - Akre Capital Management
|
4,610,292
|
18.4% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
1,887
|
0.27% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
357,689
|
2.6% |
|
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
422
|
<0.01% |
New |
history
|
|
Vulcan Value Partners
|
703,197
|
4.9% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
3,100
|
0.79% |
|
history
|
|
Terry Smith - Fundsmith
|
64,449
|
0.12% |
Add |
history
|
|
John Armitage - Egerton Capital (UK)
|
376,093
|
1.8% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
50,000
|
0.41% |
|
history
|
|
Francois Rochon - Giverny Capital
|
22,821
|
0.45% |
Add |
history
|
|
Dev Kantesaria - Valley Forge Capital Management
|
1,484,772
|
19.5% |
|
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Gavin Baker - Atreides Management
|
282,020
|
3.1% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
230,000
|
5.4% |
New |
history
|
|
Guy Spier - Aquamarine Zurich AG
|
65,750
|
12.1% |
|
history
|