manager	shares	port %	label
Torray Investment Partners	21,818	1.6%	Reduce	history
Dodge & Cox	4,093,228	1.2%	Add	history
Bill Nygren / Oakmark - Harris Associates L P	436	<0.01%	Reduce	history
David Rolfe - Wedgewood Partners	55,384	5.5%	Reduce	history
Farallon Capital Management	1,462,500	3.8%	Add	history
Robert Olstein - Olstein Capital Management	15,200	1.4%	Add	history
David Katz - Matrix Asset Advisors	17,411	0.96%	Reduce	history
Ron Baron - Bamco Inc. (Baron Capital)	54,390	0.07%	Reduce	history
George Soros - Soros Fund Management	77,913	0.59%	New	history
Polen Capital Management	1,125,593	1.5%	Reduce	history
Christopher Davis - Davis Selected Advisers	51,115	0.15%	Reduce	history
Stephen Mandel - Lone Pine Capital	0	<0.01%	Exit	history
Mairs & Power	868,407	4.2%	Reduce	history
Thomas Gayner - Markel Group	26,714	0.12%	Add	history
Andreas Halvorsen - Viking Global Investors	1,900,457	3.1%	New	history
Jensen Investment Management	716,067	3.3%	Reduce	history
Muhlenkamp & Co.	25,265	3.9%	Add	history
Arnold Van Den Berg - Van Den Berg Management I	9,528	1.4%	Add	history
Chase Coleman - Tiger Global Management	438,800	0.84%	Reduce	history
Hillman Capital Management	529	0.10%	Add	history
Abrams Bison - Abrams Bison Investments	180,000	9.4%	Reduce	history
First Eagle Investment Management	40,041	0.05%	Reduce	history
Chris James - Meritage Group	300,755	3.6%	Add	history
Senator Investment Group	75,000	1.1%	New	history
Lewis Sanders - Sanders Capital	5,258,593	3.9%	Add	history
Glenn Greenberg - Brave Warrior Advisors	499	<0.01%		history
Vulcan Value Partners	113,489	0.96%	New	history
Murphy Pohlad - Murphy Pohlad Asset Management	3,918	0.85%	Reduce	history
Francois Rochon - Giverny Capital	2,364	0.04%	New	history
David Tepper - Appaloosa	174,500	1.4%		history
Ruane, Cunniff & Goldfarb	837,996	7.2%	Reduce	history
David Witzke - Avidity Partners Management	60,000	3.0%	Reduce	history