|
Torray Investment Partners
|
25,631
|
1.1% |
Add |
history
|
|
Dodge & Cox
|
1,200
|
<0.01% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
925,708
|
0.42% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
133,223
|
7.7% |
Add |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
322,891
|
0.86% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
364,200
|
5.0% |
Reduce |
history
|
|
Farallon Capital Management
|
798,110
|
1.0% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
477,214
|
2.5% |
Reduce |
history
|
|
Robert Olstein - Olstein Capital Management
|
12,500
|
0.55% |
Reduce |
history
|
|
David Katz - Matrix Asset Advisors
|
993
|
0.03% |
Add |
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
169,321
|
0.12% |
Add |
history
|
|
Polen Capital Management
|
7,291,221
|
4.6% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
4,339
|
0.02% |
|
history
|
|
Warren Buffett - Berkshire Hathaway
|
8,297,460
|
0.62% |
|
history
|
|
Mairs & Power
|
627,753
|
1.7% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
999,285
|
2.8% |
|
history
|
|
Andreas Halvorsen - Viking Global Investors
|
5,690,106
|
5.4% |
Reduce |
history
|
|
Chuck Akre - Akre Capital Management
|
3,508,740
|
7.7% |
Reduce |
history
|
|
Gates Foundation Trust
|
0
|
<0.01% |
Exit |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
2,278,889
|
4.0% |
Reduce |
history
|
|
Ako Capital
|
1,648,924
|
6.1% |
Reduce |
history
|
|
Triple Frond Partners
|
366,637
|
11.4% |
Reduce |
history
|
|
Lindsell Train
|
7,700
|
0.04% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
986,632
|
3.2% |
Reduce |
history
|
|
Vulcan Value Partners
|
1,094,118
|
4.2% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
5,738,531
|
6.3% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
3,668,500
|
10.3% |
Add |
history
|
|
Altarock Partners
|
1,827,153
|
10.6% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
377,092
|
4.6% |
Add |
history
|
|
Chris Hohn - Tci Fund Management
|
16,797,187
|
12.2% |
|
history
|
|
Dev Kantesaria - Valley Forge Capital Management
|
912,017
|
6.7% |
Add |
history
|
|
Dan Sundheim - D1 Capital Partners
|
305,478
|
1.4% |
Reduce |
history
|
|
Grant Wonders - Voyager Global Management
|
915,000
|
11.4% |
Reduce |
history
|