|
Bill Nygren / Oakmark - Harris Associates L P
|
5,033,945
|
1.8% |
Add |
history
|
|
Wallace Weitz - Weitz Investment Management
|
95,000
|
1.3% |
|
history
|
|
Farallon Capital Management
|
2,044,938
|
2.7% |
Reduce |
history
|
|
Lee Ainslie - Maverick Capital
|
269,862
|
1.4% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
156,404
|
0.62% |
New |
history
|
|
Polen Capital Management
|
35,710
|
0.03% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
2,337,830
|
4.8% |
New |
history
|
|
Mairs & Power
|
242,964
|
0.63% |
Reduce |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
544,402
|
0.54% |
Add |
history
|
|
Philippe Laffont - Coatue Management
|
0
|
<0.01% |
Exit |
history
|
|
Hillman Capital Management
|
21,205
|
2.0% |
Add |
history
|
|
First Eagle Investment Management
|
2,618,401
|
1.5% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
226,765
|
0.87% |
New |
history
|
|
Valueact Capital - Valueact Holdings
|
3,914,309
|
27.2% |
|
history
|
|
Chris James - Meritage Group
|
0
|
<0.01% |
Exit |
history
|
|
Starboard Value
|
1,441,848
|
8.4% |
Reduce |
history
|
|
Corvex Management
|
3,032
|
0.03% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
457,735
|
1.9% |
Add |
history
|
|
Vulcan Value Partners
|
1,388,214
|
6.4% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
50,083
|
3.2% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
50,000
|
0.37% |
Reduce |
history
|
|
Robert Vinall - Rv Capital AG
|
7,000
|
0.40% |
|
history
|
|
Ben Jacobs - Anomaly Capital Management
|
0
|
<0.01% |
Exit |
history
|