|
Dodge & Cox
|
107,500
|
0.01% |
|
history
|
|
David Rolfe - Wedgewood Partners
|
236,813
|
9.3% |
Reduce |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
141,700
|
1.3% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
1,458,136
|
4.3% |
Add |
history
|
|
John Rogers - Ariel Investments
|
30,108
|
0.06% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
643,097
|
0.31% |
Reduce |
history
|
|
Richard Pzena - Pzena Investment Management
|
41,521
|
0.02% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
0
|
<0.01% |
Exit |
history
|
|
Dan Loeb - Third Point
|
1,780,000
|
4.5% |
|
history
|
|
Stephen Mandel - Lone Pine Capital
|
3,865,381
|
5.5% |
Add |
history
|
|
Mairs & Power
|
397,657
|
0.69% |
New |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
4,889,247
|
2.6% |
Add |
history
|
|
Jensen Investment Management
|
20,538
|
0.04% |
|
history
|
|
Robert Karr - Joho Capital
|
168,000
|
4.8% |
New |
history
|
|
Philippe Laffont - Coatue Management
|
7,960,037
|
5.8% |
Reduce |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
519,645
|
1.8% |
Reduce |
history
|
|
Chase Coleman - Tiger Global Management
|
4,241,474
|
2.6% |
Add |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
2,921,336
|
3.1% |
Reduce |
history
|
|
Hillman Capital Management
|
1,804
|
0.15% |
Add |
history
|
|
First Eagle Investment Management
|
5,645,248
|
2.0% |
Add |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
524,453
|
1.5% |
Add |
history
|
|
Senator Investment Group
|
209,038
|
1.8% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
41,523,782
|
10.3% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
1,500,256
|
3.5% |
Add |
history
|
|
Corvex Management
|
310,354
|
1.9% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
598,780
|
3.2% |
Add |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Nehal Chopra - Ratan Capital Management
|
22,500
|
1.2% |
Reduce |
history
|
|
Glen Kacher - Light Street Capital Management
|
319,745
|
14.8% |
Reduce |
history
|
|
Davidson Kempner Capital Management
|
100,000
|
0.34% |
New |
history
|
|
Francois Rochon - Giverny Capital
|
11,550
|
0.07% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
270,000
|
0.53% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
226,048
|
0.38% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
1,866,293
|
5.6% |
Reduce |
history
|
|
Duan Yongping - H&H International Investment
|
271,792
|
0.38% |
New |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
44,200
|
2.6% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
2,025,000
|
15.0% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
45,400
|
6.6% |
New |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
7,949
|
0.10% |
Add |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
5
|
<0.01% |
|
history
|