manager	shares	port %	label
Torray Investment Partners	26,892	2.0%	Add	history
Dodge & Cox	3,921,445	1.2%	Reduce	history
Bill Nygren / Oakmark - Harris Associates L P	420	<0.01%	Reduce	history
David Rolfe - Wedgewood Partners	58,920	6.8%	Reduce	history
Farallon Capital Management	1,618,200	3.9%	Reduce	history
Lee Ainslie - Maverick Capital	0	<0.01%	Exit	history
Robert Olstein - Olstein Capital Management	16,500	1.5%	Add	history
David Katz - Matrix Asset Advisors	24,886	1.5%	Reduce	history
Ron Baron - Bamco Inc. (Baron Capital)	55,801	0.08%	Reduce	history
George Soros - Soros Fund Management	25,001	0.23%	New	history
Polen Capital Management	2,249,052	2.9%	Reduce	history
Christopher Davis - Davis Selected Advisers	90,293	0.27%	Add	history
Stephen Mandel - Lone Pine Capital	944,317	3.9%	New	history
Mairs & Power	844,815	4.2%	Add	history
Thomas Gayner - Markel Group	20,814	0.10%	Add	history
Andreas Halvorsen - Viking Global Investors	441,795	0.86%	Reduce	history
Jensen Investment Management	966,191	4.0%	Reduce	history
Muhlenkamp & Co.	25,216	4.0%	Add	history
Philippe Laffont - Coatue Management	97,435	0.19%	New	history
Arnold Van Den Berg - Van Den Berg Management I	10,159	1.5%	Add	history
Chase Coleman - Tiger Global Management	2,347,600	5.5%	New	history
Hillman Capital Management	471	0.08%		history
Abrams Bison - Abrams Bison Investments	186,000	9.3%	New	history
First Eagle Investment Management	411,381	0.47%	Add	history
Lewis Sanders - Sanders Capital	5,189,684	4.0%	Add	history
Glenn Greenberg - Brave Warrior Advisors	610	<0.01%		history
Vulcan Value Partners	167,470	1.3%	Reduce	history
Murphy Pohlad - Murphy Pohlad Asset Management	6,109	1.3%	Reduce	history
David Tepper - Appaloosa	185,000	1.5%	Reduce	history
Ruane, Cunniff & Goldfarb	983,826	7.8%	Reduce	history
Dan Sundheim - D1 Capital Partners	0	<0.01%	Exit	history