|
Torray Investment Partners
|
27,661
|
1.0% |
Reduce |
history
|
|
Dodge & Cox
|
107,800
|
0.02% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
1,185
|
<0.01% |
New |
history
|
|
David Rolfe - Wedgewood Partners
|
189,282
|
9.6% |
Reduce |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
93,700
|
1.3% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
1,019,472
|
3.8% |
Reduce |
history
|
|
John Rogers - Ariel Investments
|
11,256
|
0.03% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
605,912
|
0.45% |
Add |
history
|
|
Richard Pzena - Pzena Investment Management
|
42,485
|
0.04% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
136,092
|
0.54% |
Add |
history
|
|
Polen Capital Management
|
177,059
|
0.16% |
New |
history
|
|
Christopher Davis - Davis Selected Advisers
|
7,200
|
0.01% |
|
history
|
|
Dan Loeb - Third Point
|
1,100,000
|
3.4% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
3,052,400
|
6.2% |
Reduce |
history
|
|
Mairs & Power
|
495,265
|
1.3% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
3,944,366
|
2.9% |
Reduce |
history
|
|
Jensen Investment Management
|
19,120
|
0.07% |
Add |
history
|
|
Robert Karr - Joho Capital
|
249,100
|
12.4% |
|
history
|
|
Philippe Laffont - Coatue Management
|
8,072,536
|
5.5% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
507,751
|
1.9% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
4,578,374
|
4.0% |
|
history
|
|
William Von Mueffling - Cantillon Capital Management
|
2,807,971
|
4.3% |
Reduce |
history
|
|
Spencer Waxman - Shannon River Fund Management
|
8,701
|
0.39% |
New |
history
|
|
Hillman Capital Management
|
11,175
|
1.8% |
Reduce |
history
|
|
First Eagle Investment Management
|
6,700,008
|
3.4% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
726,803
|
2.4% |
Add |
history
|
|
Senator Investment Group
|
185,013
|
1.9% |
|
history
|
|
Lewis Sanders - Sanders Capital
|
32,280,404
|
11.1% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,844,234
|
3.9% |
|
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
765,085
|
5.3% |
|
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,068,677
|
3.9% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
289,095
|
13.6% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
458,603
|
3.9% |
Add |
history
|
|
David Tepper - Appaloosa
|
1,060,000
|
4.0% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
742,028
|
1.2% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
1,881,721
|
8.7% |
Reduce |
history
|
|
Duan Yongping - H&H International Investment
|
259,984
|
0.49% |
|
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
44,200
|
2.2% |
|
history
|
|
Grant Wonders - Voyager Global Management
|
1,175,000
|
9.6% |
Reduce |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
32,500
|
5.2% |
|
history
|
|
Mala Gaonkar - Surgocap Partners
|
1,290,570
|
10.0% |
New |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
680
|
<0.01% |
Add |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
24
|
<0.01% |
|
history
|