| AKO Capital | Added | 189,941 | $97,554,000 | 2.27% | Aug 12, 2026 |
| Chuck Akre - Akre Capital Management | Trimmed | 1,989,906 | $1,022,015,722 | 20.0% | Aug 14, 2026 |
| AltaRock Partners | Added | 764,507 | $392,650,795 | 9.26% | Aug 17, 2026 |
| Guy Spier - Aquamarine Capital | No change | 40,000 | $20,544,000 | 14.3% | Jul 10, 2026 |
| Gavin Baker - Atreides Management | Added | 93,629 | $48,087,854 | 0.43% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Trimmed | 79,709 | $40,938,542 | 0.06% | Aug 14, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | Added | 1,172 | $601,939 | 0.01% | Aug 14, 2026 |
| Arnold Van Den Berg - Century Management | Trimmed | 1,553 | $797,621 | 0.17% | Aug 14, 2026 |
| John Armitage - Egerton Capital | Trimmed | 363,490 | $186,688,464 | 1.80% | Jul 21, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 4,357,285 | $2,237,902,157 | 0.67% | Aug 4, 2026 |
| Terry Smith - Fundsmith | New | 1,245,051 | $639,458,194 | 4.69% | Aug 14, 2026 |
| Jeremy Grantham - GMO | Added | 1,818,743 | $934,107,584 | 2.10% | Aug 13, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 1,522,395 | $781,901,965 | 8.76% | Aug 13, 2026 |
| Francois Rochon - Giverny Capital | Added | 28,816 | $14,799,898 | 0.50% | Aug 26, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 86,722 | $44,540,419 | 0.10% | Aug 14, 2026 |
| Jensen Investment Management | Trimmed | 347,714 | $178,585,910 | 4.33% | Aug 7, 2026 |
| Stephen Mandel - Lone Pine Capital | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Mairs & Power Funds | Trimmed | 395 | $202,872 | 0.00% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | No change | 207,540 | $106,592,545 | 0.81% | Jul 31, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 100,993 | $51,870,163 | 0.07% | Aug 14, 2026 |
| Polen Capital Management | Trimmed | 1,141,958 | $586,509,275 | 5.05% | Aug 4, 2026 |
| Christopher Bloomstran - Semper Augustus | No change | 658 | $338,038 | 0.04% | Aug 14, 2026 |
| Triple Frond Partners | No change | 175,472 | $90,122,000 | 8.04% | Aug 13, 2026 |
| Valley Forge Capital Management | Trimmed | 1,065,934 | $547,463,702 | 17.6% | Aug 14, 2026 |
| Vulcan Value Partners | Added | 502,961 | $258,320,770 | 7.86% | Aug 10, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 145,350 | $74,651,760 | 5.17% | Aug 12, 2026 |
| Yacktman Asset Management | No change | 11,670 | $5,993,712 | 0.07% | Aug 11, 2026 |