|
Torray Investment Partners
|
41,885
|
2.5% |
Add |
history
|
|
Dodge & Cox
|
10,821,120
|
2.6% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
2,105
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
71,706
|
6.1% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
5,218
|
0.02% |
Add |
history
|
|
Wallace Weitz - Weitz Investment Management
|
57,500
|
1.1% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
245,705
|
4.4% |
|
history
|
|
Don Yacktman - Yacktman Asset Management
|
1,636,655
|
5.7% |
Reduce |
history
|
|
Farallon Capital Management
|
1,338,578
|
2.5% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
202,204
|
1.5% |
Reduce |
history
|
|
John Rogers - Ariel Investments
|
367,682
|
1.4% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
10,500
|
0.67% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
144,966
|
6.9% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
540,002
|
0.54% |
Add |
history
|
|
Steven Check - Check Capital Management
|
5,844
|
0.08% |
Reduce |
history
|
|
Polen Capital Management
|
9,955,582
|
9.0% |
Add |
history
|
|
Christopher Davis - Davis Selected Advisers
|
333,476
|
0.71% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
2,015,000
|
11.4% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
9,035
|
0.07% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,811,809
|
5.9% |
|
history
|
|
Mairs & Power
|
1,975,744
|
7.8% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
498,480
|
2.0% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
0
|
<0.01% |
Exit |
history
|
|
Jensen Investment Management
|
2,577,239
|
7.3% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
651,700
|
44.4% |
Add |
history
|
|
Muhlenkamp & Co.
|
30,928
|
3.8% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
3,811,935
|
6.0% |
Reduce |
history
|
|
Glenview Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
13,218
|
1.7% |
Reduce |
history
|
|
Gates Foundation Trust
|
38,210,869
|
34.0% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
5,344,165
|
14.3% |
Reduce |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,475,277
|
3.7% |
Reduce |
history
|
|
Hillman Capital Management
|
25,856
|
3.4% |
Reduce |
history
|
|
First Eagle Investment Management
|
661,832
|
0.59% |
Reduce |
history
|
|
Ako Capital
|
1,115,552
|
6.0% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,157,407
|
7.8% |
Reduce |
history
|
|
Senator Investment Group
|
160,000
|
2.6% |
Reduce |
history
|
|
Triple Frond Partners
|
228,654
|
10.2% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
12,914,023
|
9.0% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,471,675
|
16.2% |
Reduce |
history
|
|
Corvex Management
|
173,661
|
3.4% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
1,086,120
|
12.2% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,652,960
|
10.3% |
|
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,025
|
<0.01% |
Reduce |
history
|
|
Vulcan Value Partners
|
1,095,775
|
6.0% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
26,265
|
6.4% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
46,997
|
5.3% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
18,509
|
2.9% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
7,943,324
|
12.5% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,720,966
|
7.0% |
Add |
history
|
|
Davidson Kempner Capital Management
|
50,000
|
0.43% |
Reduce |
history
|
|
Altarock Partners
|
1,990,714
|
16.7% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
288
|
<0.01% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
10,638,165
|
11.1% |
New |
history
|
|
David Tepper - Appaloosa
|
1,700,000
|
11.0% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
58,306
|
0.13% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
692
|
<0.01% |
|
history
|
|
Dan Sundheim - D1 Capital Partners
|
642,542
|
4.2% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
89,165
|
10.4% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
145,649
|
1.8% |
Reduce |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
53,028
|
0.86% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
170,000
|
3.1% |
Reduce |
history
|