|
Bill Nygren / Oakmark - Harris Associates L P
|
4,694,685
|
1.9% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
125,000
|
1.4% |
|
history
|
|
Farallon Capital Management
|
2,525,638
|
2.6% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
294,947
|
1.4% |
Reduce |
history
|
|
Polen Capital Management
|
7,660,386
|
4.1% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
2,499,630
|
4.9% |
Add |
history
|
|
Mairs & Power
|
285,129
|
0.68% |
Reduce |
history
|
|
Spencer Waxman - Shannon River Fund Management
|
0
|
<0.01% |
Exit |
history
|
|
Hillman Capital Management
|
27,215
|
2.1% |
Reduce |
history
|
|
First Eagle Investment Management
|
1,941,939
|
1.0% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
572,086
|
2.3% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
3,486,309
|
15.9% |
|
history
|
|
Chris James - Meritage Group
|
1,038,493
|
5.0% |
Reduce |
history
|
|
Starboard Value
|
1,730,451
|
9.0% |
Reduce |
history
|
|
Corvex Management
|
3,032
|
0.03% |
|
history
|
|
Vulcan Value Partners
|
1,834,897
|
5.7% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
55,555
|
3.3% |
Reduce |
history
|
|
Sachem Head Capital Management
|
565,400
|
5.4% |
Add |
history
|
|
Davidson Kempner Capital Management
|
249,675
|
0.80% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
195,000
|
0.57% |
New |
history
|
|
Robert Vinall - Rv Capital AG
|
294,843
|
18.2% |
Reduce |
history
|