|
Torray Investment Partners
|
19,800
|
0.88% |
Add |
history
|
|
Dodge & Cox
|
859
|
<0.01% |
|
history
|
|
Bill Nygren / Oakmark - Harris Associates L P
|
717,260
|
0.29% |
Reduce |
history
|
|
David Rolfe - Wedgewood Partners
|
83,010
|
5.2% |
Reduce |
history
|
|
Thomas Russo - Gardner Russo & Quinn
|
93,812
|
0.33% |
Reduce |
history
|
|
Wallace Weitz - Weitz Investment Management
|
265,330
|
5.6% |
Reduce |
history
|
|
Don Yacktman - Yacktman Asset Management
|
732
|
<0.01% |
|
history
|
|
Farallon Capital Management
|
840,710
|
1.4% |
Add |
history
|
|
Lee Ainslie - Maverick Capital
|
806,951
|
2.8% |
Add |
history
|
|
Robert Olstein - Olstein Capital Management
|
11,750
|
0.78% |
Add |
history
|
|
David Katz - Matrix Asset Advisors
|
1,149
|
0.03% |
|
history
|
|
Ron Baron - Bamco Inc. (Baron Capital)
|
180,092
|
0.16% |
Add |
history
|
|
Polen Capital Management
|
2,445,760
|
5.1% |
Reduce |
history
|
|
Murray Stahl - Horizon Kinetics Asset Management
|
4,666
|
0.02% |
|
history
|
|
Stephen Mandel - Lone Pine Capital
|
92,775
|
0.22% |
Add |
history
|
|
Seth Klarman - Baupost Group
|
701,355
|
4.1% |
New |
history
|
|
Warren Buffett - Berkshire Hathaway
|
0
|
<0.01% |
Exit |
history
|
|
Mairs & Power
|
840,917
|
2.6% |
Add |
history
|
|
Thomas Gayner - Markel Group
|
1,004,331
|
2.5% |
Add |
history
|
|
Andreas Halvorsen - Viking Global Investors
|
6,328,185
|
5.4% |
Add |
history
|
|
Chuck Akre - Akre Capital Management
|
1,638,798
|
8.1% |
Reduce |
history
|
|
Philippe Laffont - Coatue Management
|
718,753
|
0.75% |
New |
history
|
|
William Von Mueffling - Cantillon Capital Management
|
1,718,158
|
3.5% |
Reduce |
history
|
|
Ako Capital
|
1,186,931
|
7.0% |
Reduce |
history
|
|
Valueact Capital - Valueact Holdings
|
2,316,250
|
12.3% |
Add |
history
|
|
Senator Investment Group
|
210,000
|
2.9% |
New |
history
|
|
Lindsell Train
|
10,300
|
0.10% |
Add |
history
|
|
Lewis Sanders - Sanders Capital
|
4,861,653
|
1.8% |
Add |
history
|
|
Eric Mandelblatt - Soroban Capital Partners
|
2,961,240
|
1.7% |
Add |
history
|
|
Glenn Greenberg - Brave Warrior Advisors
|
0
|
<0.01% |
Exit |
history
|
|
Vulcan Value Partners
|
639,454
|
5.1% |
Reduce |
history
|
|
Terry Smith - Fundsmith
|
3,104,090
|
7.3% |
Reduce |
history
|
|
John Armitage - Egerton Capital (UK)
|
4,110,970
|
13.8% |
Add |
history
|
|
Altarock Partners
|
498,677
|
3.7% |
Reduce |
history
|
|
Francois Rochon - Giverny Capital
|
396,357
|
4.4% |
Reduce |
history
|
|
Chris Hohn - Tci Fund Management
|
30,468,133
|
20.4% |
Add |
history
|
|
Dev Kantesaria - Valley Forge Capital Management
|
598,753
|
5.4% |
Reduce |
history
|
|
Gavin Baker - Atreides Management
|
71,641
|
0.43% |
New |
history
|
|
Ben Jacobs - Anomaly Capital Management
|
245,196
|
4.5% |
New |
history
|
|
Grant Wonders - Voyager Global Management
|
0
|
<0.01% |
Exit |
history
|
|
Mala Gaonkar - Surgocap Partners
|
288,367
|
2.9% |
New |
history
|
|
Kentucky Trust Co. - Kentucky Trust
|
3,567
|
0.57% |
Add |
history
|
|
Ning Jin - Avantyr Capital Partners
|
590,242
|
8.6% |
New |
history
|