|
Torray Investment Partners
|
38,456
|
2.2% |
Reduce |
history
|
|
Dodge & Cox
|
8,880,353
|
1.9% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
3,797
|
<0.01% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
77,161
|
7.0% |
Add |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
4,620
|
0.02% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
134,475
|
2.7% |
Add |
history
|
|
Leon Cooperman - Omega Advisors
|
105,705
|
1.6% |
|
history
|
|
Don Yacktman - Yacktman Asset Management
|
1,203,480
|
5.9% |
Reduce |
history
|
|
Farallon Capital Management
|
2,285,835
|
4.8% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
416,497
|
2.8% |
Reduce |
history
|
|
John Rogers - Ariel Investments
|
123,894
|
0.55% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
10,000
|
0.69% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
143,085
|
5.9% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
364,015
|
0.40% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
0
|
<0.01% |
Exit |
history
|
|
Steven Check - Check Capital Management
|
6,031
|
0.07% |
Add |
history
|
|
Polen Capital Management
|
5,941,106
|
7.0% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
256,523
|
0.56% |
Add |
history
|
|
Kahn Brothers Group
|
1,839
|
0.14% |
|
history
|
|
Dan Loeb - Third Point
|
315,000
|
1.8% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
12,597
|
0.05% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,960,328
|
6.4% |
Add |
history
|
|
Mairs & Power
|
1,996,217
|
7.8% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
522,730
|
1.7% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
683,918
|
0.82% |
Reduce |
history
|
|
Jensen Investment Management
|
1,777,503
|
7.4% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
556,200
|
36.1% |
|
history
|
|
Muhlenkamp & Co.
|
32,241
|
4.0% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
3,269,324
|
5.4% |
Reduce |
history
|
|
Glenview Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
14,002
|
1.6% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
940
|
<0.01% |
|
history
|
|
Gates Foundation Trust
|
28,457,247
|
25.6% |
|
history
|
|
Chase Coleman - Tiger Global Management
|
6,240,865
|
8.8% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,303,090
|
3.2% |
Reduce |
history
|
|
Hillman Capital Management
|
16,145
|
3.0% |
Reduce |
history
|
|
First Eagle Investment Management
|
659,693
|
0.52% |
Add |
history
|
|
Ako Capital
|
1,250,718
|
6.1% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
537,431
|
3.5% |
Add |
history
|
|
Chris James - Meritage Group
|
1,385,107
|
14.3% |
New |
history
|
|
Senator Investment Group
|
175,000
|
3.5% |
Add |
history
|
|
Triple Frond Partners
|
403,043
|
20.4% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
13,222,215
|
7.4% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
4,111,841
|
21.8% |
Add |
history
|
|
Corvex Management
|
173,661
|
2.5% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
975,080
|
7.4% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
1,275
|
0.01% |
|
history
|
|
Vulcan Value Partners
|
1,393,139
|
9.8% |
Add |
history
|
|
Nehal Chopra - Ratan Capital Management
|
47,981
|
5.8% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
11,795
|
1.9% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
5,370,162
|
9.2% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,328,533
|
5.8% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
220,467
|
1.7% |
Add |
history
|
|
Altarock Partners
|
2,578,649
|
19.5% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
1,987
|
0.03% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
17,299,881
|
15.0% |
Add |
history
|
|
David Tepper - Appaloosa
|
510,000
|
2.3% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
30,040
|
0.11% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
649
|
<0.01% |
|
history
|
|
Duan Yongping - H&H International Investment
|
299,200
|
0.94% |
New |
history
|
|
Robert Vinall - Rv Capital AG
|
11,500
|
0.95% |
|
history
|
|
Gavin Baker - Atreides Management
|
420,136
|
4.8% |
Add |
history
|
|
Grant Wonders - Voyager Global Management
|
910,000
|
15.2% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
120
|
<0.01% |
Reduce |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
18,499
|
4.1% |
Reduce |
history
|