| Akre Capital | 1,989,906 shares$1.0B · 20% of eligible reported 13F | Trimmed · -291,200 shares (−13%) | - 13F-HR · Q1 2026Filing detailsAccession 0001112520-26-000009 · filed May 14, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001112520-26-000014 · filed Aug 14, 2026
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| Brave Warrior Advisors | 1,172 shares$601939 · 0% of eligible reported 13F | Added to position · +750 shares (178%) | - 13F-HR · Q1 2026Filing detailsAccession 0001172661-26-002294 · filed May 15, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001172661-26-003728 · filed Aug 14, 2026
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| Fundsmith | 1,245,051 shares$639M · 5% of eligible reported 13F | Added · +1,245,051 shares | - 13F-HR · Q1 2026Filing detailsAccession 0001569205-26-000005 · filed May 15, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001569205-26-000012 · filed Aug 14, 2026
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| Gardner Russo & Quinn | 1,522,395 shares$782M · 9% of eligible reported 13F | Trimmed · -32,746 shares (−2%) | - 13F-HR · Q1 2026Filing detailsAccession 0000860643-26-000003 · filed May 13, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0000860643-26-000005 · filed Aug 13, 2026
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| Mairs & Power | 395 shares$202872 · 0% of eligible reported 13F | Trimmed · -125 shares (−24%) | - 13F-HR · Q1 2026Filing detailsAccession 0001172661-26-001819 · filed May 14, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001172661-26-003496 · filed Aug 14, 2026
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| Markel / Markel-Gayner | 207,540 shares$107M · 1% of eligible reported 13F | Unchanged · 0 shares (0%) | - 13F-HR · Q1 2026Filing detailsAccession 0001096343-26-000044 · filed May 1, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001096343-26-000065 · filed Jul 31, 2026
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| Oakmark / Harris Associates | 100,993 shares$51.9M · 0% of eligible reported 13F | Trimmed · -17,622 shares (−15%) | - 13F-HR · Q1 2026Filing detailsAccession 0000813917-26-000038 · filed May 15, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0000813917-26-000042 · filed Aug 14, 2026
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| Polen Capital | 1,141,958 shares$587M · 5% of eligible reported 13F | Trimmed · -399,430 shares (−26%) | - 13F-HR · Q1 2026Filing detailsAccession 0001172661-26-001911 · filed May 14, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001172661-26-003035 · filed Aug 4, 2026
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| Yacktman Asset Management | 11,670 shares$6M · 0% of eligible reported 13F | Unchanged · 0 shares (0%) | - 13F-HR · Q1 2026Filing detailsAccession 0000905567-26-000002 · filed May 1, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0000905567-26-000003 · filed Aug 11, 2026
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| Abrams Capital | No position reported | No position reported | - 13F-HR · Q1 2026Filing detailsAccession 0001172661-26-001966 · filed May 14, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001172661-26-003402 · filed Aug 13, 2026
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| Baupost Group | No position reported | No position reported | - 13F-HR · Q1 2026Filing detailsAccession 0001061768-26-000007 · filed May 14, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001061768-26-000010 · filed Aug 13, 2026
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| Berkshire Hathaway | No position reported | No position reported | - 13F-HR · Q1 2026Filing detailsAccession 0001193125-26-226661 · filed May 15, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001193125-26-352200 · filed Aug 14, 2026
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| Dodge & Cox | No position reported | No position reported | - 13F-HR · Q1 2026Filing detailsAccession 0001193125-26-223352 · filed May 14, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001193125-26-349535 · filed Aug 13, 2026
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| First Eagle | No position reported | No position reported | |
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| Gates Foundation Trust | No position reported | No position reported | - 13F-HR · Q1 2026Filing detailsAccession 0001104659-26-062592 · filed May 15, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001104659-26-097175 · filed Aug 14, 2026
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| Sequoia / Ruane Cunniff | No position reported | No position reported | - 13F-HR · Q1 2026Filing detailsAccession 0000919574-26-003132 · filed May 15, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0000919574-26-005176 · filed Aug 14, 2026
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| Southeastern Asset Management | No position reported | No position reported | - 13F-HR · Q1 2026Filing detailsAccession 0001398344-26-009296 · filed May 15, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001398344-26-014641 · filed Aug 14, 2026
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| Tweedy, Browne | No position reported | No position reported | - 13F-HR · Q1 2026Filing detailsAccession 0001193125-26-208439 · filed May 6, 2026
- 13F-HR · Q2 2026Filing detailsAccession 0001193125-26-340443 · filed Aug 7, 2026
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| Pershing Square | Not retrieved | Comparison not retrieved | Filing not retrieved |
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