|
Torray Investment Partners
|
77,732
|
4.2% |
Add |
history
|
|
Dodge & Cox
|
11,959,935
|
2.4% |
Add |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
6,757
|
<0.01% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
73,919
|
5.7% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
3,544
|
0.02% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
169,450
|
4.4% |
Add |
history
|
|
Don Yacktman - Yacktman Asset Management
|
992,916
|
4.9% |
Add |
history
|
|
Farallon Capital Management
|
2,344,779
|
4.9% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
725,649
|
3.1% |
Reduce |
history
|
|
John Rogers - Ariel Investments
|
62,192
|
0.26% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
16,700
|
1.3% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
171,359
|
5.8% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
73,753
|
0.08% |
Reduce |
history
|
|
Richard Pzena - Pzena Investment Management
|
762
|
<0.01% |
New |
history
|
|
George Soros - Soros Fund Management
|
211,966
|
0.86% |
Reduce |
history
|
|
Steven Check - Check Capital Management
|
6,079
|
0.07% |
Reduce |
history
|
|
Polen Capital Management
|
2,845,888
|
7.3% |
Reduce |
history
|
|
Christopher Davis - Davis Selected Advisers
|
78,489
|
0.13% |
Add |
history
|
|
Kahn Brothers Group
|
2,092
|
0.14% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
0
|
<0.01% |
Exit |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
6,924
|
0.03% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
0
|
<0.01% |
Exit |
history
|
|
Mairs & Power
|
1,942,391
|
7.3% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
537,630
|
1.7% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
2,309,446
|
2.4% |
Reduce |
history
|
|
Jensen Investment Management
|
1,171,009
|
8.5% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
308,300
|
30.6% |
Reduce |
history
|
|
Muhlenkamp & Co.
|
32,937
|
3.2% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
2,480,017
|
3.2% |
Reduce |
history
|
|
Arnold Van Den Berg - Van Den Berg Management I
|
27,496
|
2.3% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
772
|
<0.01% |
Reduce |
history
|
|
Gates Foundation Trust
|
0
|
<0.01% |
Exit |
history
|
|
Chase Coleman - Tiger Global Management
|
2,500,000
|
4.1% |
Reduce |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,112,265
|
2.7% |
Reduce |
history
|
|
Hillman Capital Management
|
10,828
|
2.8% |
Add |
history
|
|
First Eagle Investment Management
|
1,325,098
|
0.65% |
Add |
history
|
|
Ako Capital
|
735,214
|
5.3% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
53,850
|
0.26% |
New |
history
|
|
Chris James - Meritage Group
|
1,270,530
|
17.7% |
Add |
history
|
|
Senator Investment Group
|
120,000
|
2.0% |
Reduce |
history
|
|
Triple Frond Partners
|
352,504
|
13.6% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
12,393,692
|
5.5% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,584,691
|
2.6% |
Reduce |
history
|
|
Corvex Management
|
131,661
|
1.9% |
Reduce |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,183,632
|
7.7% |
Reduce |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
2,025
|
0.02% |
Add |
history
|
|
Vulcan Value Partners
|
1,108,991
|
10.9% |
Reduce |
history
|
|
Nehal Chopra - Ratan Capital Management
|
2,250
|
0.31% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
11,214
|
1.5% |
Add |
history
|
|
Terry Smith - Fundsmith
|
2,079,737
|
6.0% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
0
|
<0.01% |
Exit |
history
|
|
Davidson Kempner Capital Management
|
83,000
|
0.42% |
Reduce |
history
|
|
Altarock Partners
|
1,867,537
|
16.8% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
1,910
|
0.03% |
Add |
history
|
|
Chris Hohn - Tci Fund Management
|
2,728,412
|
2.2% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
90,000
|
0.56% |
Reduce |
history
|
|
Cathie Wood - Ark Investment Management
|
6,399
|
0.02% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
737
|
<0.01% |
Add |
history
|
|
Duan Yongping - H&H International Investment
|
1,016,000
|
1.9% |
Add |
history
|
|
Robert Vinall - Rv Capital AG
|
25,220
|
2.5% |
Add |
history
|
|
Gavin Baker - Atreides Management
|
0
|
<0.01% |
Exit |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Grant Wonders - Voyager Global Management
|
1,325,000
|
16.7% |
Add |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
374
|
<0.01% |
|
history
|
|
Estuary Capital Management
|
54,248
|
3.4% |
Reduce |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
17,933
|
3.5% |
Add |
history
|
|
Ning Jin - Avantyr Capital Partners
|
0
|
<0.01% |
Exit |
history
|