| Brad Gerstner - Altimeter Capital Management | Trimmed | 7,372,440 | $531,995,271 | 5.41% | Aug 14, 2026 |
| David Tepper - Appaloosa Management | Added | 7,694,071 | $555,204,163 | 7.43% | Aug 14, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 238,965 | $17,243,714 | 2.59% | Jul 29, 2026 |
| Steven Check - Check Capital Management | Added | 4,865 | $351,058 | 0.02% | Aug 5, 2026 |
| Pat Dorsey - Dorsey Asset Management | Added | 1,761,941 | $127,141,663 | 8.14% | Aug 14, 2026 |
| John Armitage - Egerton Capital | Trimmed | 2,319,648 | $167,385,800 | 1.62% | Jul 21, 2026 |
| First Pacific Advisors | Added | 976,544 | $70,467,415 | 0.88% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Trimmed | 48,161 | $3,475,332 | 0.00% | Aug 4, 2026 |
| Terry Smith - Fundsmith | New | 8,943,151 | $645,337,776 | 4.73% | Aug 14, 2026 |
| Jeremy Grantham - GMO | Added | 7,389,658 | $533,237,865 | 1.20% | Aug 13, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 5,084,015 | $366,862,522 | 4.11% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 523,996 | $37,811,551 | 0.09% | Aug 14, 2026 |
| Thomas Gayner - Markel Group | No change | 142,500 | $10,282,800 | 0.08% | Jul 31, 2026 |
| Robert Olstein - Olstein Capital Management | Sold out | — | — | 0.00% | Jul 7, 2026 |
| Polen Capital Management | Trimmed | 570,063 | $41,135,737 | 0.35% | Aug 4, 2026 |
| Chase Coleman - Tiger Global Management | No change | 151,178 | $10,909,004 | 0.05% | Aug 14, 2026 |