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| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Bill Ackman / Pershing Square | 46 | New buy | 5,654,078 | $2,092,970,053 | 15.3% |
| KENSICO CAPITAL MANAGEMENT CORP (auto-surfaced) | 94 | Added +19% | 403,400 | $149,326,578 | 3.0% |
| Robert Vinall / RV Capital | 91 | Added +119% | 25,220 | $9,407,607 | 2.5% |
| Ancora | 38 | Added +1% | 239,267 | $88,569,493 | 1.9% |
| H&H International Investment, LLC (auto-surfaced) | 63 | Added +18% | 1,016,000 | $376,092,720 | 1.9% |
| Bridgewater | 49 | Added +10% | 1,084,979 | $401,626,676 | 1.8% |
| Ruane Cunniff / Sequoia Fund | 71 | Added +7% | 737 | $272,815 | 0.0% |
| François Rochon / Giverny | 63 | Added +12% | 1,910 | $707,025 | 0.0% |
| Terry Smith / Fundsmith | 59 | Holds (flat) | 2,079,737 | $769,856,245 | 6.0% |
| Newlands Management Operations LLC (auto-surfaced) | 79 | Holds (flat) | 1,050,322 | $388,797,695 | 2.5% |
| PROVIDENT TRUST CO (auto-surfaced) | 39 | Holds (flat) | 9,072 | $3,358,182 | 0.1% |
| ALTAROCK PARTNERS LP (auto-surfaced) | 38 | Trimmed -10% | 1,867,537 | $691,306,171 | 16.8% |
| Altimeter Capital Management, LP (auto-surfaced) | 63 | Trimmed -7% | 1,183,632 | $438,145,057 | 7.7% |
| David Rolfe / Wedgewood | 73 | Trimmed -5% | 73,919 | $27,362,706 | 5.7% |
| Hyperion Asset Management Ltd (auto-surfaced) | 58 | Trimmed -48% | 442,511 | $163,804,297 | 5.2% |
| Stockbridge Partners LLC (auto-surfaced) | 45 | Trimmed -30% | 525,737 | $194,612,065 | 4.7% |
| Chris Hohn / TCI | 54 | Trimmed -84% | 2,728,412 | $1,009,976,270 | 2.2% |
| Keith Meister / Corvex | 49 | Trimmed -24% | 131,661 | $48,736,952 | 1.9% |
| George Soros / Soros Fund Mgmt | 30 | Trimmed -19% | 211,966 | $78,463,454 | 0.9% |
| David Tepper / Appaloosa | 93 | Trimmed -82% | 90,000 | $33,315,300 | 0.6% |
| Louis Bacon / Moore | 55 | Trimmed -46% | 71,941 | $26,630,400 | 0.5% |
| Bill Nygren / Oakmark (Harris Associates) | 62 | Trimmed -1% | 6,757 | $2,501,239 | 0.0% |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-06-27.