Concentrated

NamePeople
Arlington Value CapitalAllan Mecham
Dalal StreetMohnish Pabrai
Punch Card CapitalNorbert Lou
Baupost GroupSeth Klarman
Joho CapitalRobert Karr
Sageview CapitalEd Gilhuly and Scott Stuart
Brave Warrior AdvisorsGlenn Greenberg
The Children's Investment FundChris Hohn
West Coast Asset ManagementPaul Orfalea and Lance Helfert
MHR Fund ManagementMark Rachesky
Altai Capital ManagementToby Symonds
GoldenTree Asset ManagementSteve Tananbaum
Moab Capital PartnersMichael M. Rothenberg and David Sackler
Mittleman BrothersChris Mittleman
Dorsey Asset ManagementPat Dorsey
Himalaya Capital ManagementLi Lu
Lindsell TrainMichael Lindsell and Nick Train
Polen Capital Management
Strategy CapitalHamilton Helmer
Conifer ManagementGregory Alexander