|
Dodge & Cox
|
17,000
|
<0.01% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
5,099
|
<0.01% |
|
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
4,662,201
|
8.1% |
Reduce |
history
|
|
Don Yacktman - Yacktman Asset Management
|
6,300
|
0.01% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
1,622,102
|
3.5% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
0
|
<0.01% |
Exit |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
21,014
|
0.04% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
4,614,443
|
5.4% |
Add |
history
|
|
Mairs & Power
|
2,641
|
<0.01% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
114,500
|
0.15% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
4,426,128
|
1.9% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
0
|
<0.01% |
Exit |
history
|
|
First Eagle Investment Management
|
6,121,345
|
1.8% |
Reduce |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
0
|
<0.01% |
Exit |
history
|
|
Terry Smith - Fundsmith
|
7,188,144
|
5.9% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
740,308
|
1.4% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
279,097
|
0.88% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
3,474
|
0.30% |
Reduce |
history
|