manager	shares	port %	label
Torray Investment Partners	27,325	2.2%	Add	history
Dodge & Cox	3,902,210	1.3%	Reduce	history
Bill Nygren / Oakmark - Harris Associates L P	486	<0.01%	Add	history
David Rolfe - Wedgewood Partners	58,035	6.4%	Reduce	history
Farallon Capital Management	1,097,900	3.1%	Reduce	history
Robert Olstein - Olstein Capital Management	12,000	1.2%	Reduce	history
David Katz - Matrix Asset Advisors	24,523	1.6%	Reduce	history
Ron Baron - Bamco Inc. (Baron Capital)	56,890	0.09%	Add	history
George Soros - Soros Fund Management	0	<0.01%	Exit	history
Polen Capital Management	1,996,422	3.0%	Reduce	history
Christopher Davis - Davis Selected Advisers	51,132	0.17%	Reduce	history
Stephen Mandel - Lone Pine Capital	821,880	3.6%	Reduce	history
Mairs & Power	891,662	4.9%	Add	history
Thomas Gayner - Markel Group	24,064	0.13%	Add	history
Andreas Halvorsen - Viking Global Investors	0	<0.01%	Exit	history
Jensen Investment Management	727,035	3.6%	Reduce	history
Muhlenkamp & Co.	25,209	4.5%	Reduce	history
Philippe Laffont - Coatue Management	0	<0.01%	Exit	history
Arnold Van Den Berg - Van Den Berg Management I	9,502	1.6%	Reduce	history
Chase Coleman - Tiger Global Management	2,365,400	5.9%	Add	history
Hillman Capital Management	471	0.09%		history
Abrams Bison - Abrams Bison Investments	186,000	9.4%		history
First Eagle Investment Management	412,174	0.50%	Add	history
Chris James - Meritage Group	30,000	0.41%	New	history
Lewis Sanders - Sanders Capital	5,196,602	4.4%	Add	history
Glenn Greenberg - Brave Warrior Advisors	499	<0.01%	Reduce	history
Vulcan Value Partners	0	<0.01%	Exit	history
Murphy Pohlad - Murphy Pohlad Asset Management	4,010	0.97%	Reduce	history
David Tepper - Appaloosa	174,500	1.5%	Reduce	history
Ruane, Cunniff & Goldfarb	966,315	8.8%	Reduce	history
David Witzke - Avidity Partners Management	87,400	2.6%	New	history