manager	shares	port %	label
Torray Investment Partners	26,852	2.3%	Add	history
Dodge & Cox	3,406,192	1.1%	Reduce	history
Bill Nygren / Oakmark - Harris Associates L P	1,330	<0.01%	Reduce	history
David Rolfe - Wedgewood Partners	49,224	5.4%	Reduce	history
Farallon Capital Management	1,202,600	3.1%	Reduce	history
Lee Ainslie - Maverick Capital	0	<0.01%	Exit	history
Robert Olstein - Olstein Capital Management	7,500	0.67%	Reduce	history
David Katz - Matrix Asset Advisors	18,848	1.3%	Reduce	history
Ron Baron - Bamco Inc. (Baron Capital)	50,236	0.07%	Add	history
Polen Capital Management	2,435,074	3.1%	Reduce	history
Christopher Davis - Davis Selected Advisers	108,331	0.32%	Reduce	history
Stephen Mandel - Lone Pine Capital	891,167	4.1%		history
Mairs & Power	811,055	4.5%	Add	history
Thomas Gayner - Markel Group	11,000	0.06%	Add	history
Andreas Halvorsen - Viking Global Investors	460,782	0.89%	Reduce	history
Jensen Investment Management	1,369,190	5.5%	Reduce	history
Muhlenkamp & Co.	24,919	4.3%	Add	history
Philippe Laffont - Coatue Management	530,384	1.2%	Reduce	history
Arnold Van Den Berg - Van Den Berg Management I	2,719	0.48%	Reduce	history
Gates Foundation Trust	0	<0.01%	Exit	history
Hillman Capital Management	671	0.12%		history
First Eagle Investment Management	38,822	0.05%	Reduce	history
Lewis Sanders - Sanders Capital	4,964,662	4.8%	Reduce	history
Glenn Greenberg - Brave Warrior Advisors	610	<0.01%	Reduce	history
Vulcan Value Partners	105,244	0.81%	Reduce	history
Murphy Pohlad - Murphy Pohlad Asset Management	7,609	1.7%	Reduce	history
David Tepper - Appaloosa	200,000	1.8%		history
Ruane, Cunniff & Goldfarb	1,069,419	9.0%	Reduce	history
David Witzke - Avidity Partners Management	58,500	1.1%	Reduce	history