| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Brave Warrior Advisors, LLC | 6,653,098 | 219,818,000 | 90.24% | ||
| 2 | S&CO INC | 394,200 | 13,024,000 | 5.35% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 220,886 | 7,298,000 | 3.00% | ||
| 4 | PINNACLE ASSOCIATES LTD | 38,517 | 1,273,000 | 0.52% | ||
| 5 | World Asset Management Inc | 17,855 | 590,000 | 0.24% | ||
| 6 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,807 | 555,000 | 0.23% | ||
| 7 | BECK MACK & OLIVER LLC | 10,734 | 355,000 | 0.15% | ||
| 8 | EVERETT HARRIS & CO /CA/ | 9,450 | 312,000 | 0.13% | ||
| 9 | Veritable, L.P. | 8,990 | 297,000 | 0.12% | ||
| 10 | Evercore Wealth Management, LLC | 2,118 | 70,000 | 0.03% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.