|
Torray Investment Partners
|
39,010
|
2.4% |
Add |
history
|
|
Dodge & Cox
|
9,061,091
|
2.2% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
3,736
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
65,219
|
5.4% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
4,955
|
0.02% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
45,850
|
1.00% |
Add |
history
|
|
Leon Cooperman - Omega Advisors
|
105,705
|
1.7% |
|
history
|
|
Don Yacktman - Yacktman Asset Management
|
1,217,007
|
6.0% |
Reduce |
history
|
|
Farallon Capital Management
|
1,633,147
|
3.5% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
624,277
|
4.7% |
Add |
history
|
|
John Rogers - Ariel Investments
|
127,903
|
0.58% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
9,500
|
0.70% |
|
history
|
|
David Katz - Matrix Asset Advisors
|
141,099
|
6.5% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
576,241
|
0.63% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
53,287
|
0.34% |
New |
history
|
|
Steven Check - Check Capital Management
|
5,996
|
0.08% |
|
history
|
|
Polen Capital Management
|
6,410,882
|
7.3% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
254,991
|
0.62% |
Reduce |
history
|
|
Kahn Brothers Group
|
1,839
|
0.17% |
|
history
|
|
Dan Loeb - Third Point
|
600,000
|
3.4% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
12,773
|
0.07% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,639,697
|
5.1% |
Reduce |
history
|
|
Mairs & Power
|
1,969,379
|
8.0% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
519,480
|
1.9% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,390,300
|
3.3% |
Add |
history
|
|
Jensen Investment Management
|
2,055,344
|
7.8% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
556,200
|
40.7% |
Reduce |
history
|
|
Muhlenkamp & Co.
|
32,038
|
4.1% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
3,526,177
|
5.0% |
Reduce |
history
|
|
Glenview Capital Management
|
103,649
|
1.1% |
New |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
13,404
|
1.6% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
940
|
<0.01% |
|
history
|
|
Gates Foundation Trust
|
28,457,247
|
28.5% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
5,344,165
|
8.5% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,343,400
|
3.4% |
Add |
history
|
|
Hillman Capital Management
|
21,487
|
3.4% |
Reduce |
history
|
|
First Eagle Investment Management
|
657,544
|
0.62% |
Add |
history
|
|
Ako Capital
|
1,142,735
|
6.7% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
24,795
|
0.12% |
Reduce |
history
|
|
Senator Investment Group
|
155,000
|
1.9% |
Add |
history
|
|
Triple Frond Partners
|
278,458
|
15.2% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
13,322,075
|
8.2% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,439,410
|
19.4% |
Add |
history
|
|
Corvex Management
|
173,661
|
2.0% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
993,480
|
7.6% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,275
|
0.01% |
Add |
history
|
|
Vulcan Value Partners
|
1,188,258
|
8.4% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
118,155
|
7.6% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
12,115
|
2.2% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
6,187,033
|
11.1% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,758,009
|
8.6% |
Add |
history
|
|
Davidson Kempner Capital Management
|
145,921
|
1.4% |
Add |
history
|
|
Altarock Partners
|
1,891,641
|
16.1% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
2,354
|
0.04% |
New |
history
|
|
Chris Hohn - Tci Fund Management
|
13,993,637
|
13.9% |
Add |
history
|
|
David Tepper - Appaloosa
|
970,000
|
6.3% |
|
history
|
|
Cathie Wood - Ark Investment Management
|
30,761
|
0.11% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
649
|
<0.01% |
|
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Josh Tarasoff - Greenlea Lane Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Robert Vinall - Rv Capital AG
|
11,500
|
1.0% |
New |
history
|
|
Gavin Baker - Atreides Management
|
319,358
|
2.9% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
650,000
|
10.9% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
7,600
|
3.0% |
New |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
382
|
0.04% |
Reduce |
history
|