|
Torray Investment Partners
|
22,017
|
1.0% |
Add |
history
|
|
Dodge & Cox
|
5,417,326
|
0.97% |
Add |
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
711,659
|
0.32% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
89,188
|
6.3% |
Add |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
87,256
|
0.34% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
265,330
|
6.3% |
|
history
|
|
Don Yacktman - Yacktman Asset Management
|
732
|
<0.01% |
|
history
|
|
Farallon Capital Management
|
0
|
<0.01% |
Exit |
history
|
|
Lee Ainslie - Maverick Capital
|
752,252
|
2.3% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
1,120
|
0.03% |
Reduce |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
180,071
|
0.09% |
Reduce |
history
|
|
Polen Capital Management
|
1,805,617
|
5.3% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
4,666
|
0.02% |
|
history
|
|
Stephen Mandel - Lone Pine Capital
|
165,960
|
0.35% |
Add |
history
|
|
Seth Klarman - Baupost Group
|
701,355
|
4.4% |
|
history
|
|
Mairs & Power
|
852,050
|
2.7% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
1,013,912
|
2.6% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
6,393,604
|
6.3% |
Add |
history
|
|
Chuck Akre - Akre Capital Management
|
1,110,881
|
7.4% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
0
|
<0.01% |
Exit |
history
|
|
Chase Coleman - Tiger Global Management
|
798,697
|
1.1% |
New |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
83,643
|
4.3% |
Reduce |
history
|
|
Ako Capital
|
985,126
|
7.9% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
2,316,250
|
14.1% |
|
history
|
|
Senator Investment Group
|
315,788
|
4.0% |
Add |
history
|
|
Lindsell Train
|
10,500
|
0.14% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
4,796,303
|
1.6% |
Reduce |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
3,289,580
|
2.4% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
618
|
<0.01% |
New |
history
|
|
Vulcan Value Partners
|
463,268
|
4.8% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
2,019,810
|
5.1% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
4,264,651
|
14.1% |
Add |
history
|
|
Altarock Partners
|
836,470
|
6.8% |
Add |
history
|
|
Francois Rochon - Giverny Capital
|
389,900
|
4.5% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
30,494,133
|
19.8% |
Add |
history
|
|
Dev Kantesaria - Valley Forge Capital Management
|
462,978
|
5.1% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
0
|
<0.01% |
Exit |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
717,707
|
9.4% |
Add |
history
|
|
Mala Gaonkar - Surgocap Partners
|
564,207
|
6.3% |
Add |
history
|
|
Bill Ackman - Pershing Square
|
3,270,470
|
5.8% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
3,583
|
0.59% |
Add |
history
|
|
Ning Jin - Avantyr Capital Partners
|
798,902
|
10.1% |
Add |
history
|