|
Torray Investment Partners
|
33,960
|
2.4% |
Reduce |
history
|
|
Dodge & Cox
|
7,441,750
|
1.9% |
Reduce |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
6,854
|
<0.01% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
77,496
|
7.0% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
3,705
|
0.02% |
Add |
history
|
|
Wallace Weitz - Weitz Investment Management
|
145,975
|
4.2% |
Reduce |
history
|
|
Don Yacktman - Yacktman Asset Management
|
963,825
|
6.5% |
Reduce |
history
|
|
Farallon Capital Management
|
2,214,079
|
5.1% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
1,150,498
|
6.0% |
Add |
history
|
|
John Rogers - Ariel Investments
|
172,455
|
0.90% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
10,000
|
0.99% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
142,717
|
6.2% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
341,758
|
0.45% |
Add |
history
|
|
George Soros - Soros Fund Management
|
263,041
|
1.5% |
Add |
history
|
|
Steven Check - Check Capital Management
|
6,126
|
0.09% |
|
history
|
|
Polen Capital Management
|
3,909,985
|
8.1% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
60,801
|
0.13% |
Add |
history
|
|
Kahn Brothers Group
|
2,392
|
0.20% |
Add |
history
|
|
Dan Loeb - Third Point
|
925,000
|
6.1% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
7,208
|
0.05% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
1,234,125
|
4.4% |
Add |
history
|
|
Mairs & Power
|
1,912,896
|
8.9% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
535,680
|
2.1% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,217,642
|
4.1% |
Add |
history
|
|
Jensen Investment Management
|
1,326,840
|
10.1% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
359,300
|
37.1% |
Reduce |
history
|
|
Muhlenkamp & Co.
|
33,005
|
4.3% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
5,171,976
|
6.3% |
Add |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
17,319
|
1.9% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
965
|
<0.01% |
Add |
history
|
|
Gates Foundation Trust
|
7,691,207
|
10.5% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
5,477,747
|
8.9% |
Reduce |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,262,019
|
3.3% |
Add |
history
|
|
Hillman Capital Management
|
10,585
|
3.2% |
Reduce |
history
|
|
First Eagle Investment Management
|
557,601
|
0.47% |
Add |
history
|
|
Ako Capital
|
1,020,715
|
7.5% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Chris James - Meritage Group
|
1,262,311
|
19.0% |
Add |
history
|
|
Senator Investment Group
|
187,500
|
3.6% |
Reduce |
history
|
|
Triple Frond Partners
|
352,504
|
17.7% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
12,150,215
|
6.8% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,887,135
|
14.0% |
Reduce |
history
|
|
Corvex Management
|
173,661
|
2.6% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,277,352
|
9.3% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
525
|
<0.01% |
|
history
|
|
Vulcan Value Partners
|
1,141,578
|
10.1% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
57,839
|
7.4% |
Add |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
11,184
|
2.1% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
2,079,971
|
5.9% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
1,748,656
|
9.2% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
145,584
|
1.1% |
Add |
history
|
|
Altarock Partners
|
2,082,357
|
19.7% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
1,704
|
0.03% |
Add |
history
|
|
Chris Hohn - Tci Fund Management
|
16,781,953
|
15.1% |
Add |
history
|
|
David Tepper - Appaloosa
|
500,000
|
3.5% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
6,847
|
0.02% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
689
|
<0.01% |
|
history
|
|
Duan Yongping - H&H International Investment
|
859,000
|
2.4% |
Add |
history
|
|
Robert Vinall - Rv Capital AG
|
11,500
|
1.3% |
|
history
|
|
Gavin Baker - Atreides Management
|
181,468
|
1.1% |
New |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
297,190
|
5.2% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
1,025,000
|
14.5% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
374
|
<0.01% |
|
history
|
|
Estuary Capital Management
|
75,170
|
6.5% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
17,879
|
4.6% |
Reduce |
history
|