|
Torray Investment Partners
|
2,041
|
2.6% |
Reduce |
history
|
|
Dodge & Cox
|
9,490,609
|
2.3% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
2,105
|
<0.01% |
|
history
|
|
David Rolfe - Wedgewood Partners
|
70,615
|
6.0% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
5,362
|
0.02% |
Add |
history
|
|
Wallace Weitz - Weitz Investment Management
|
43,800
|
0.93% |
Reduce |
history
|
|
Leon Cooperman - Omega Advisors
|
245,705
|
4.3% |
|
history
|
|
Don Yacktman - Yacktman Asset Management
|
1,589,290
|
6.0% |
Reduce |
history
|
|
Farallon Capital Management
|
1,211,458
|
2.3% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
183,831
|
1.5% |
Reduce |
history
|
|
John Rogers - Ariel Investments
|
365,791
|
1.5% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
7,000
|
0.48% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
142,956
|
7.2% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
586,917
|
0.66% |
Add |
history
|
|
Steven Check - Check Capital Management
|
5,744
|
0.08% |
Reduce |
history
|
|
Polen Capital Management
|
9,665,372
|
9.4% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
258,645
|
0.61% |
Reduce |
history
|
|
Kahn Brothers Group
|
1,902
|
0.12% |
New |
history
|
|
Dan Loeb - Third Point
|
1,765,000
|
9.5% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
8,523
|
0.07% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,929,918
|
6.4% |
Add |
history
|
|
Mairs & Power
|
1,966,804
|
8.0% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
502,830
|
2.1% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
1,596,887
|
2.5% |
New |
history
|
|
Jensen Investment Management
|
2,342,114
|
7.5% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
651,700
|
38.0% |
|
history
|
|
Muhlenkamp & Co.
|
31,863
|
3.9% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
3,680,970
|
6.1% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
12,958
|
1.6% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
965
|
0.01% |
New |
history
|
|
Gates Foundation Trust
|
36,499,597
|
33.5% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
5,344,165
|
12.3% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,446,272
|
3.8% |
Reduce |
history
|
|
Hillman Capital Management
|
25,758
|
3.5% |
Reduce |
history
|
|
First Eagle Investment Management
|
660,956
|
0.63% |
Reduce |
history
|
|
Ako Capital
|
1,118,229
|
6.7% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
1,266,838
|
7.9% |
Add |
history
|
|
Senator Investment Group
|
150,000
|
2.9% |
Reduce |
history
|
|
Triple Frond Partners
|
228,654
|
10.9% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
13,008,353
|
9.1% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
2,751,552
|
17.5% |
Reduce |
history
|
|
Corvex Management
|
173,661
|
3.4% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
1,112,270
|
10.7% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,649,870
|
10.7% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
525
|
<0.01% |
Reduce |
history
|
|
Vulcan Value Partners
|
1,040,526
|
6.4% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
32,265
|
7.2% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
46,000
|
4.7% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
16,283
|
2.7% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
7,617,903
|
12.5% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,387,066
|
5.6% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
50,000
|
0.36% |
|
history
|
|
Francois Rochon - Giverny Capital
|
0
|
<0.01% |
Exit |
history
|
|
Chris Hohn - Tci Fund Management
|
10,531,890
|
11.2% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
1,400,000
|
8.7% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
38,582
|
0.11% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
649
|
<0.01% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
333,542
|
2.1% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
89,165
|
10.6% |
|
history
|
|
Gavin Baker - Atreides Management
|
180,225
|
1.7% |
Add |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Grant Wonders - Voyager Global Management
|
260,000
|
5.3% |
Add |
history
|
|
Mala Gaonkar - Surgocap Partners
|
259,553
|
5.9% |
Reduce |
history
|