|
Torray Investment Partners
|
38,116
|
2.5% |
Add |
history
|
|
Dodge & Cox
|
9,414,281
|
2.5% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
2,105
|
<0.01% |
|
history
|
|
David Rolfe - Wedgewood Partners
|
68,970
|
5.7% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
5,205
|
0.02% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
40,950
|
0.96% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
105,705
|
2.0% |
Reduce |
history
|
|
Don Yacktman - Yacktman Asset Management
|
1,532,809
|
6.4% |
Reduce |
history
|
|
Farallon Capital Management
|
1,202,778
|
2.5% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
600,004
|
5.1% |
Add |
history
|
|
John Rogers - Ariel Investments
|
265,438
|
1.3% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
7,000
|
0.56% |
|
history
|
|
David Katz - Matrix Asset Advisors
|
141,606
|
7.6% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
620,929
|
0.79% |
Add |
history
|
|
Steven Check - Check Capital Management
|
5,844
|
0.09% |
Add |
history
|
|
Polen Capital Management
|
8,985,549
|
10.1% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
258,122
|
0.67% |
Reduce |
history
|
|
Kahn Brothers Group
|
1,827
|
0.14% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
1,580,000
|
8.1% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
8,444
|
0.07% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
2,020,205
|
7.3% |
Add |
history
|
|
Mairs & Power
|
1,957,122
|
8.5% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
507,480
|
2.2% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,292,331
|
3.9% |
Add |
history
|
|
Jensen Investment Management
|
2,208,271
|
8.1% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
651,700
|
41.2% |
|
history
|
|
Muhlenkamp & Co.
|
31,945
|
4.5% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
3,701,654
|
6.4% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
12,828
|
1.7% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
940
|
0.01% |
Reduce |
history
|
|
Gates Foundation Trust
|
34,889,597
|
32.7% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
5,344,165
|
11.0% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,376,106
|
4.1% |
Reduce |
history
|
|
Hillman Capital Management
|
23,675
|
3.7% |
Reduce |
history
|
|
First Eagle Investment Management
|
659,204
|
0.66% |
Reduce |
history
|
|
Ako Capital
|
1,211,103
|
7.4% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,088,568
|
6.9% |
Reduce |
history
|
|
Senator Investment Group
|
125,000
|
2.7% |
Reduce |
history
|
|
Triple Frond Partners
|
228,654
|
12.0% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
13,136,917
|
9.0% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,239,852
|
21.3% |
Add |
history
|
|
Corvex Management
|
173,661
|
3.6% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
400,490
|
6.1% |
Reduce |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,625,640
|
10.8% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
525
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
826,752
|
5.6% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
38,265
|
5.2% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
14,369
|
2.8% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
7,140,615
|
13.0% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,489,464
|
6.7% |
Add |
history
|
|
Davidson Kempner Capital Management
|
50,000
|
0.46% |
|
history
|
|
Chris Hohn - Tci Fund Management
|
10,531,890
|
11.5% |
|
history
|
|
David Tepper - Appaloosa
|
1,181,356
|
8.6% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
34,186
|
0.14% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
649
|
<0.01% |
|
history
|
|
Dan Sundheim - D1 Capital Partners
|
311,885
|
2.4% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
89,165
|
10.9% |
|
history
|
|
Gavin Baker - Atreides Management
|
0
|
<0.01% |
Exit |
history
|
|
Grant Wonders - Voyager Global Management
|
250,000
|
5.0% |
Reduce |
history
|
|
Mala Gaonkar - Surgocap Partners
|
195,434
|
5.1% |
Reduce |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
890
|
0.09% |
New |
history
|