|
Torray Investment Partners
|
26,974
|
1.2% |
Reduce |
history
|
|
Dodge & Cox
|
107,800
|
0.02% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
0
|
<0.01% |
Exit |
history
|
|
David Rolfe - Wedgewood Partners
|
184,661
|
10.5% |
Reduce |
history
|
|
Prem Watsa - Fairfax Financial Holdings
|
93,700
|
1.4% |
|
history
|
|
Lee Ainslie - Maverick Capital
|
1,658,650
|
5.4% |
Add |
history
|
|
John Rogers - Ariel Investments
|
10,162
|
0.03% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
634,652
|
0.52% |
Add |
history
|
|
Richard Pzena - Pzena Investment Management
|
26,342
|
0.02% |
Reduce |
history
|
|
George Soros - Soros Fund Management
|
349,858
|
1.2% |
Add |
history
|
|
Polen Capital Management
|
200,593
|
0.26% |
Add |
history
|
|
Christopher Davis - Davis Selected Advisers
|
7,200
|
<0.01% |
|
history
|
|
Dan Loeb - Third Point
|
425,000
|
1.8% |
Reduce |
history
|
|
Stephen Mandel - Lone Pine Capital
|
3,052,400
|
6.8% |
|
history
|
|
Mairs & Power
|
486,547
|
1.4% |
Reduce |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
4,914,896
|
4.0% |
Add |
history
|
|
Jensen Investment Management
|
17,120
|
0.08% |
Reduce |
history
|
|
Robert Karr - Joho Capital
|
190,100
|
12.3% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
8,629,524
|
6.6% |
Add |
history
|
|
Sarah Ketterer - Causeway Capital Management
|
511,720
|
2.1% |
Add |
history
|
|
Chase Coleman - Tiger Global Management
|
3,725,474
|
3.8% |
Reduce |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
2,829,278
|
4.6% |
Add |
history
|
|
Spencer Waxman - Shannon River Fund Management
|
0
|
<0.01% |
Exit |
history
|
|
Hillman Capital Management
|
9,444
|
1.8% |
Reduce |
history
|
|
First Eagle Investment Management
|
5,938,326
|
3.2% |
Reduce |
history
|
|
Alex Sacerdote - Whale Rock Capital Management
|
592,941
|
2.3% |
Reduce |
history
|
|
Senator Investment Group
|
324,500
|
4.0% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
31,958,360
|
11.2% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
2,643,064
|
5.2% |
Add |
history
|
|
Stanley Druckenmiller - Duquesne Family Office
|
543,085
|
3.7% |
Reduce |
history
|
|
Brad Gerstner - Altimeter Capital Management
|
1,219,227
|
5.6% |
Add |
history
|
|
Glen Kacher - Light Street Capital Management
|
268,392
|
12.6% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
16,069
|
0.16% |
Reduce |
history
|
|
David Tepper - Appaloosa
|
1,130,000
|
5.0% |
Add |
history
|
|
Cathie Wood - Ark Investment Management
|
748,580
|
1.5% |
Add |
history
|
|
Ruane, Cunniff & Goldfarb
|
1,421,721
|
6.7% |
Reduce |
history
|
|
Duan Yongping - H&H International Investment
|
1,224,384
|
2.1% |
Add |
history
|
|
Ryan Packard - Hiddenite Capital Partners
|
44,200
|
1.7% |
|
history
|
|
Grant Wonders - Voyager Global Management
|
1,225,000
|
10.9% |
Add |
history
|
|
Ram Parameswaran - Octahedron Capital Management
|
32,500
|
6.7% |
|
history
|
|
Mala Gaonkar - Surgocap Partners
|
1,109,583
|
9.3% |
Reduce |
history
|
|
Ben Hoskin - Value Aligned Research Advisors
|
680
|
<0.01% |
|
history
|
|
Estuary Capital Management
|
11,480
|
0.62% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
24
|
<0.01% |
|
history
|