|
Bill Nygren / Oakmark - Harris Associates L P
|
3,927,406
|
1.8% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
125,000
|
1.7% |
|
history
|
|
Farallon Capital Management
|
1,925,738
|
2.5% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
370,276
|
2.0% |
Add |
history
|
|
Polen Capital Management
|
7,275,372
|
4.6% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
2,499,630
|
5.7% |
|
history
|
|
Mairs & Power
|
279,155
|
0.77% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
2,144,062
|
2.4% |
New |
history
|
|
Hillman Capital Management
|
27,171
|
2.5% |
Reduce |
history
|
|
First Eagle Investment Management
|
1,934,410
|
1.2% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Valueact Capital - Valueact Holdings
|
3,486,309
|
18.4% |
|
history
|
|
Chris James - Meritage Group
|
1,043,286
|
6.3% |
Add |
history
|
|
Starboard Value
|
1,536,453
|
8.4% |
Reduce |
history
|
|
Corvex Management
|
3,032
|
0.04% |
|
history
|
|
Vulcan Value Partners
|
1,597,720
|
6.2% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
71,888
|
5.7% |
Add |
history
|
|
Sachem Head Capital Management
|
488,800
|
6.0% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
128,669
|
0.77% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Robert Vinall - Rv Capital AG
|
186,849
|
14.2% |
Reduce |
history
|