|
Torray Investment Partners
|
26,309
|
1.7% |
Reduce |
history
|
|
Dodge & Cox
|
1,440,767
|
0.36% |
Add |
history
|
|
David Rolfe - Wedgewood Partners
|
105,499
|
10.4% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
20,000
|
0.66% |
|
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
93,700
|
1.7% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
711,757
|
3.0% |
Reduce |
history
|
|
John Rogers - Ariel Investments
|
17,838
|
0.08% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
667,698
|
0.48% |
Add |
history
|
|
Richard Pzena - Pzena Investment Management
|
4,054
|
<0.01% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
522,158
|
3.1% |
Reduce |
history
|
|
Polen Capital Management
|
501,210
|
2.1% |
Add |
history
|
|
Christopher Davis - Davis Selected Advisers
|
3,980
|
<0.01% |
Reduce |
history
|
|
Dan Loeb - Third Point
|
460,000
|
4.7% |
Add |
history
|
|
Stephen Mandel - Lone Pine Capital
|
101,242
|
0.30% |
Reduce |
history
|
|
Mairs & Power
|
476,245
|
2.1% |
Reduce |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,168,097
|
4.3% |
Reduce |
history
|
|
Jensen Investment Management
|
15,884
|
0.18% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
190,100
|
19.7% |
|
history
|
|
Philippe Laffont - Coatue Management
|
8,914,995
|
8.8% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
532,052
|
2.8% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
4,881,008
|
9.7% |
Reduce |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
114,820
|
8.2% |
Reduce |
history
|
|
Hillman Capital Management
|
5,608
|
1.9% |
Reduce |
history
|
|
First Eagle Investment Management
|
3,745,597
|
3.0% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
589,911
|
2.3% |
Reduce |
history
|
|
Senator Investment Group
|
210,658
|
3.7% |
Reduce |
history
|
|
Lewis Sanders - Sanders Capital
|
26,149,064
|
12.5% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
2,174,760
|
2.2% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
589,680
|
5.4% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,429,355
|
6.9% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
225,949
|
12.0% |
Reduce |
history
|
|
Murphy Pohlad - Murphy Pohlad Asset Management
|
576
|
0.10% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
1,148,449
|
4.0% |
New |
history
|
|
Francois Rochon - Giverny Capital
|
3,655
|
0.06% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
1,650,000
|
10.2% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
482,286
|
1.5% |
Reduce |
history
|
|
Ruane, Cunniff & Goldfarb
|
1,172,725
|
8.7% |
Reduce |
history
|
|
Dan Sundheim - D1 Capital Partners
|
0
|
<0.01% |
Exit |
history
|
|
Duan Yongping - H&H International Investment
|
0
|
<0.01% |
Exit |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
44,200
|
1.8% |
|
history
|
|
Grant Wonders - Voyager Global Management
|
975,000
|
12.8% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
23,000
|
5.6% |
|
history
|
|
Mala Gaonkar - Surgocap Partners
|
908,064
|
14.0% |
Reduce |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
1,007,480
|
1.2% |
Add |
history
|
|
Situational Awareness
|
2,649,035
|
6.2% |
Add |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
43
|
<0.01% |
Add |
history
|