| Gavin Baker - Atreides Management | Added | 147,759 | $35,067,643 | 0.31% | Aug 14, 2026 |
| Seth Klarman - Baupost Group | Added | 1,450,594 | $344,269,000 | 6.36% | Aug 13, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 80,548 | $19,116,457 | 2.87% | Jul 29, 2026 |
| Dan Sundheim - D1 Capital Partners | Added | 1,282,038 | $304,266,079 | 0.87% | Aug 14, 2026 |
| Henry Ellenbogen - Durable Capital Partners | Added | 2,979,735 | $707,180,508 | 6.88% | Aug 14, 2026 |
| John Armitage - Egerton Capital | Added | 1,006,024 | $238,759,676 | 2.31% | Jul 21, 2026 |
| First Eagle Investment Management | Added | 659,054 | $156,413,286 | 0.26% | Aug 24, 2026 |
| First Pacific Advisors | Trimmed | 786,822 | $186,736,465 | 2.34% | Aug 14, 2026 |
| Jeremy Grantham - GMO | Trimmed | 15,921 | $3,778,531 | 0.01% | Aug 13, 2026 |
| Francois Rochon - Giverny Capital | Added | 37,380 | $8,871,395 | 0.30% | Aug 26, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 108,901 | $25,845,474 | 0.06% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | Added | 180,200 | $42,766,866 | 0.33% | Jul 31, 2026 |
| Ruane Cunniff LP | No change | 1,000 | $237,330 | 0.00% | Aug 14, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 5,200 | $1,234,116 | 0.09% | Aug 12, 2026 |