|
Torray Investment Partners
|
36,681
|
2.6% |
Reduce |
history
|
|
Dodge & Cox
|
8,142,260
|
2.3% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
6,750
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
76,605
|
8.0% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
4,240
|
0.02% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
129,475
|
3.5% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
0
|
<0.01% |
Exit |
history
|
|
Don Yacktman - Yacktman Asset Management
|
1,105,264
|
7.4% |
Reduce |
history
|
|
Farallon Capital Management
|
1,747,835
|
3.8% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
753,404
|
5.6% |
Add |
history
|
|
John Rogers - Ariel Investments
|
213,138
|
1.2% |
Add |
history
|
|
Robert Olstein - Olstein Capital Management
|
10,000
|
0.93% |
|
history
|
|
David Katz - Matrix Asset Advisors
|
142,135
|
7.2% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
334,758
|
0.45% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
33,410
|
0.21% |
New |
history
|
|
Steven Check - Check Capital Management
|
6,126
|
0.10% |
Add |
history
|
|
Polen Capital Management
|
5,426,123
|
8.3% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
247,956
|
0.66% |
Reduce |
history
|
|
Kahn Brothers Group
|
1,905
|
0.19% |
Add |
history
|
|
Dan Loeb - Third Point
|
400,000
|
2.6% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
11,851
|
0.07% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,854,856
|
6.6% |
Reduce |
history
|
|
Mairs & Power
|
2,004,808
|
9.8% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
527,480
|
2.2% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
0
|
<0.01% |
Exit |
history
|
|
Jensen Investment Management
|
1,569,529
|
9.1% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
556,200
|
39.0% |
|
history
|
|
Muhlenkamp & Co.
|
32,311
|
5.0% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
3,932,397
|
5.4% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
17,223
|
2.4% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
940
|
<0.01% |
|
history
|
|
Gates Foundation Trust
|
26,191,207
|
27.3% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
6,551,368
|
9.6% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,266,324
|
3.6% |
Reduce |
history
|
|
Hillman Capital Management
|
13,095
|
3.6% |
Reduce |
history
|
|
First Eagle Investment Management
|
544,978
|
0.53% |
Reduce |
history
|
|
Ako Capital
|
1,272,557
|
8.0% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
195,680
|
1.4% |
Reduce |
history
|
|
Chris James - Meritage Group
|
1,124,698
|
15.3% |
Reduce |
history
|
|
Senator Investment Group
|
207,500
|
4.0% |
Add |
history
|
|
Triple Frond Partners
|
403,043
|
21.2% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
12,767,575
|
8.5% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,908,541
|
19.0% |
Reduce |
history
|
|
Corvex Management
|
173,661
|
3.7% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
200,930
|
2.5% |
New |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,058,121
|
7.6% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
525
|
<0.01% |
Reduce |
history
|
|
Vulcan Value Partners
|
1,218,494
|
11.0% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
47,981
|
8.2% |
|
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
11,695
|
2.5% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
4,941,509
|
10.7% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,844,066
|
9.4% |
Add |
history
|
|
Davidson Kempner Capital Management
|
220,467
|
1.8% |
|
history
|
|
Altarock Partners
|
2,578,649
|
23.4% |
|
history
|
|
Francois Rochon - Giverny Capital
|
2,303
|
0.04% |
Add |
history
|
|
Chris Hohn - Tci Fund Management
|
17,565,231
|
17.2% |
Add |
history
|
|
David Tepper - Appaloosa
|
500,000
|
3.9% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
2,611
|
<0.01% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
689
|
<0.01% |
Add |
history
|
|
Duan Yongping - H&H International Investment
|
279,200
|
1.2% |
Reduce |
history
|
|
Robert Vinall - Rv Capital AG
|
11,500
|
1.1% |
|
history
|
|
Gavin Baker - Atreides Management
|
0
|
<0.01% |
Exit |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
471,122
|
7.4% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
450,000
|
8.0% |
Reduce |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
466
|
<0.01% |
Add |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
18,341
|
5.2% |
Reduce |
history
|