|
Torray Investment Partners
|
38,516
|
2.3% |
Add |
history
|
|
Dodge & Cox
|
9,100,792
|
2.2% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
3,158
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
67,884
|
5.2% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
5,005
|
0.02% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
40,950
|
0.87% |
|
history
|
|
Leon Cooperman - Omega Advisors
|
105,705
|
1.9% |
|
history
|
|
Don Yacktman - Yacktman Asset Management
|
1,248,427
|
5.5% |
Reduce |
history
|
|
Farallon Capital Management
|
1,466,747
|
3.1% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
612,455
|
5.1% |
Add |
history
|
|
John Rogers - Ariel Investments
|
217,988
|
0.96% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
9,500
|
0.70% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
141,215
|
6.8% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
577,172
|
0.66% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
5,996
|
0.08% |
Add |
history
|
|
Polen Capital Management
|
7,012,465
|
7.8% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
258,140
|
0.62% |
Add |
history
|
|
Kahn Brothers Group
|
1,839
|
0.14% |
Add |
history
|
|
Dan Loeb - Third Point
|
870,000
|
5.0% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
13,010
|
0.08% |
Add |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,655,779
|
5.3% |
Reduce |
history
|
|
Mairs & Power
|
1,955,215
|
7.9% |
Reduce |
history
|
|
Thomas Gayner - Markel Group
|
514,980
|
2.0% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,044,429
|
3.2% |
Reduce |
history
|
|
Jensen Investment Management
|
2,121,385
|
7.6% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
651,700
|
44.3% |
|
history
|
|
Muhlenkamp & Co.
|
31,958
|
4.2% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
3,852,860
|
6.2% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
12,906
|
1.6% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
940
|
<0.01% |
|
history
|
|
Gates Foundation Trust
|
28,957,247
|
27.6% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
5,344,165
|
9.8% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,336,271
|
3.5% |
Reduce |
history
|
|
Hillman Capital Management
|
23,668
|
3.5% |
Reduce |
history
|
|
First Eagle Investment Management
|
657,467
|
0.58% |
Reduce |
history
|
|
Ako Capital
|
1,265,260
|
7.1% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
366,948
|
2.2% |
Reduce |
history
|
|
Senator Investment Group
|
125,000
|
2.6% |
|
history
|
|
Triple Frond Partners
|
252,144
|
14.0% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
13,166,964
|
8.2% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,367,910
|
20.1% |
Add |
history
|
|
Corvex Management
|
173,661
|
2.9% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
43,095
|
0.63% |
Reduce |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,585,900
|
10.1% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
525
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
822,173
|
5.9% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
68,155
|
7.9% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
12,694
|
2.3% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
6,900,275
|
11.7% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,720,051
|
7.5% |
Add |
history
|
|
Davidson Kempner Capital Management
|
50,000
|
0.58% |
|
history
|
|
Altarock Partners
|
1,934,816
|
16.4% |
|
history
|
|
Chris Hohn - Tci Fund Management
|
11,990,590
|
11.7% |
Add |
history
|
|
David Tepper - Appaloosa
|
970,000
|
6.2% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
30,409
|
0.12% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
649
|
<0.01% |
|
history
|
|
Dan Sundheim - D1 Capital Partners
|
152,185
|
1.3% |
Reduce |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
39,350
|
5.1% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
450,000
|
8.4% |
Add |
history
|
|
Mala Gaonkar - Surgocap Partners
|
0
|
<0.01% |
Exit |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
1,980
|
0.24% |
Add |
history
|