manager	shares	port %	label
Torray Investment Partners	36,160	1.8%	Reduce	history
Dodge & Cox	12,836,229	2.5%	Add	history
Bill Nygren / Oakmark - Harris Associates L P	68,612	0.03%	Add	history
David Rolfe - Wedgewood Partners	89,518	6.9%	Add	history
Thomas Russo - Gardner Russo & Quinn	3,584	0.01%	Add	history
Wallace Weitz - Weitz Investment Management	153,200	4.0%	Reduce	history
Don Yacktman - Yacktman Asset Management	1,009,284	4.7%	Add	history
Farallon Capital Management	1,112,863	1.9%	Reduce	history
Lee Ainslie - Maverick Capital	832,377	2.7%	Add	history
John Rogers - Ariel Investments	0	<0.01%	Exit	history
David Katz - Matrix Asset Advisors	172,878	5.2%	Add	history
Ron Baron - Bamco Inc. (Baron Capital)	63,695	0.04%	Reduce	history
Richard Pzena - Pzena Investment Management	755	<0.01%	Reduce	history
George Soros - Soros Fund Management	189,971	0.87%	Reduce	history
Steven Check - Check Capital Management	6,229	0.06%	Add	history
Polen Capital Management	2,098,613	6.7%	Reduce	history
Christopher Davis - Davis Selected Advisers	92,973	0.15%	Add	history
Murray Stahl - Horizon Kinetics Asset Management	6,894	0.03%	Reduce	history
Mairs & Power	1,950,737	6.7%	Add	history
Thomas Gayner - Markel Group	537,630	1.5%		history
Andreas Halvorsen - Viking Global Investors	1,458,618	1.6%	Reduce	history
Jensen Investment Management	737,144	6.7%	Reduce	history
Robert Karr - Joho Capital	287,000	23.3%	Reduce	history
Christopher Bloomstran - Semper Augustus Investments Group	641	0.03%	New	history
Muhlenkamp & Co.	32,776	3.5%	Reduce	history
Philippe Laffont - Coatue Management	2,936,409	2.3%	Add	history
Arnold Van Den Berg - Van Den Berg Management I	27,758	2.2%	Add	history
Sarah Ketterer - Causeway Capital Management	600	<0.01%	Reduce	history
Chase Coleman - Tiger Global Management	2,266,913	3.5%	Reduce	history
William Von Mueffling - Cantillon Capital Management	68,901	3.9%	Reduce	history
Hillman Capital Management	10,296	2.8%	Reduce	history
First Eagle Investment Management	1,940,215	1.2%	Add	history
Ako Capital	628,224	5.5%	Reduce	history
Alex Sacerdote - Whale Rock Capital Management	0	<0.01%	Exit	history
Chris James - Meritage Group	1,278,653	18.4%	Add	history
Senator Investment Group	0	<0.01%	Exit	history
Triple Frond Partners	352,504	11.7%		history
Lewis Sanders - Sanders Capital	16,102,026	6.0%	Add	history
Eric Mandelblatt - Soroban Capital Partners	3,147,241	2.5%	Reduce	history
Corvex Management	131,661	1.5%		history
Brad Gerstner - Altimeter Capital Management	1,268,082	4.8%	Add	history
Glenn Greenberg - Brave Warrior Advisors	4,275	0.03%	Add	history
Vulcan Value Partners	986,905	11.2%	Reduce	history
Nehal Chopra - Ratan Capital Management	2,250	0.27%		history
Murphy Pohlad - Murphy Pohlad Asset Management	11,154	1.4%	Reduce	history
Terry Smith - Fundsmith	1,596,737	4.4%	Reduce	history
Davidson Kempner Capital Management	0	<0.01%	Exit	history
Altarock Partners	2,334,482	20.5%	Add	history
Francois Rochon - Giverny Capital	1,787	0.02%	Reduce	history
Chris Hohn - Tci Fund Management	0	<0.01%	Exit	history
David Tepper - Appaloosa	0	<0.01%	Exit	history
Cathie Wood - Ark Investment Management	6,177	0.01%	Reduce	history
Ruane, Cunniff & Goldfarb	737	<0.01%		history
Duan Yongping - H&H International Investment	754,100	1.5%	Reduce	history
Robert Vinall - Rv Capital AG	33,100	3.2%	Add	history
Dennis Hong - Shawspring Partners	45,495	7.3%	New	history
Grant Wonders - Voyager Global Management	1,700,000	17.5%	Add	history
Ram Parameswaran - Octahedron Capital Management	25,000	4.8%	New	history
Ben Hoskin - Value Aligned Research Advisors	374	<0.01%		history
Estuary Capital Management	100,472	6.4%	Add	history
Bill Ackman - Pershing Square	6,206,730	11.9%	New	history
Rule One Partners	5,500	0.29%	New	history
Kentucky Trust Co. - Kentucky Trust	18,257	3.3%	Add	history