|
Torray Investment Partners
|
35,530
|
2.5% |
Reduce |
history
|
|
Dodge & Cox
|
7,872,161
|
2.2% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
7,848
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
79,208
|
7.5% |
Add |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
3,505
|
0.02% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
153,975
|
4.3% |
Add |
history
|
|
Don Yacktman - Yacktman Asset Management
|
1,028,018
|
7.3% |
Reduce |
history
|
|
Farallon Capital Management
|
1,913,135
|
4.1% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
931,856
|
6.5% |
Add |
history
|
|
John Rogers - Ariel Investments
|
194,134
|
1.1% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
9,100
|
0.89% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
141,930
|
6.8% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
335,547
|
0.46% |
Add |
history
|
|
George Soros - Soros Fund Management
|
101,743
|
0.75% |
Add |
history
|
|
Steven Check - Check Capital Management
|
6,126
|
0.10% |
|
history
|
|
Polen Capital Management
|
5,020,158
|
8.4% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
52,306
|
0.14% |
Reduce |
history
|
|
Kahn Brothers Group
|
1,905
|
0.19% |
|
history
|
|
Dan Loeb - Third Point
|
1,100,000
|
6.3% |
Add |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
7,482
|
0.05% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,208,605
|
4.6% |
Reduce |
history
|
|
Mairs & Power
|
1,905,547
|
9.3% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
532,080
|
2.2% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,429,412
|
3.3% |
New |
history
|
|
Jensen Investment Management
|
1,519,446
|
9.8% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
408,700
|
37.6% |
Reduce |
history
|
|
Muhlenkamp & Co.
|
32,347
|
4.6% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
4,643,050
|
5.9% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
17,131
|
2.2% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
940
|
<0.01% |
|
history
|
|
Gates Foundation Trust
|
9,191,207
|
13.0% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
6,551,368
|
10.5% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,252,524
|
3.6% |
Reduce |
history
|
|
Hillman Capital Management
|
11,470
|
3.5% |
Reduce |
history
|
|
First Eagle Investment Management
|
545,853
|
0.51% |
Add |
history
|
|
Ako Capital
|
1,068,996
|
7.9% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
300,509
|
1.8% |
Add |
history
|
|
Chris James - Meritage Group
|
1,124,698
|
16.6% |
|
history
|
|
Senator Investment Group
|
200,000
|
3.8% |
Reduce |
history
|
|
Triple Frond Partners
|
385,178
|
21.7% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
12,284,995
|
7.8% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,992,613
|
15.6% |
Add |
history
|
|
Corvex Management
|
173,661
|
3.0% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,162,092
|
7.9% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
525
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
1,185,402
|
11.1% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
4,589
|
1.3% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
11,600
|
2.4% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
2,583,369
|
6.8% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,810,788
|
9.9% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
100,584
|
0.88% |
Reduce |
history
|
|
Altarock Partners
|
2,569,267
|
24.3% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
1,703
|
0.03% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
16,592,204
|
16.3% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
462,500
|
3.2% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
6,124
|
0.02% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
689
|
<0.01% |
|
history
|
|
Duan Yongping - H&H International Investment
|
279,200
|
0.99% |
|
history
|
|
Robert Vinall - Rv Capital AG
|
11,500
|
1.1% |
|
history
|
|
Ben Jacobs - Anomaly Capital Management
|
471,435
|
7.2% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
800,000
|
12.1% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
374
|
<0.01% |
Reduce |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
18,104
|
5.1% |
Reduce |
history
|