| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1.) | Joho Capital Robert Karr |
278,596 | $197,628 | +6% |
26.16% |
| 2.) | Horseman Capital Management John Horseman |
154,000 | $33,560 |  |
16.61% |
| 3.) | Bandera Partners Gregory Bylinsky And Jefferson Gramm |
35,000 | $24,758 |  |
13.91% |
| 4.) | Andor Capital Management Daniel Benton |
100,000 | $70,738 | -50% |
12.34% |
| 5.) | Tiger Veda Manish Chopra |
37,400 | $26,461 | +8% |
11.92% |
| 6.) | Edinburgh Partners Sandy Nairn |
296,693 | $209,875 | -12% |
11.86% |
| 7.) | Brave Warrior Capital Glenn Greenberg |
279,130 | $197,451 | -7% |
11.83% |
| 8.) | Cantillon Capital Management William Von Mueffling |
409,393 | $290,411 | -1% |
10.97% |
| 9.) | Lansdowne Partners Paul Ruddockï¾ And Steve Heinz |
858,730 | $607,449 | +3% |
10.09% |
| 10.) | Valiant Capital Christopher R. Hansen |
140,837 | $99,625 | +15% |
9.92% |
| 11.) | Ancient Art (Teton Capital) Quincy Lee |
47,210 | $33,395 | |
9.82% |
| 12.) | Eminence Capital Ricky Sandler |
428,934 | $303,419 | -1% |
8.98% |
| 13.) | Emerging Sovereign Group J Kevin Kenny Jr |
107,396 | $75,970 | +21% |
7.81% |
| 14.) | Duquesne Capital Stanley Druckenmiller |
140,250 | $99,210 | +69% |
7.7% |
| 15.) | Hound Partners Jonathan Auerbach |
137,141 | $97,010 | +6% |
7.54% |
| 16.) | Empire Capital Management Scott Fine And Peter Richards |
77,911 | $55,113 | |
7.33% |
| 17.) | Marble Arch Investments Scott Mclellan |
121,800 | $86,159 | |
7.33% |
| 18.) | Route One Investment Company William Duhamel |
71,665 | $50,694 | -8% |
7.21% |
| 19.) | Lone Pine Capital Stephen Mandel |
1,553,073 | $1,098,613 | +45% |
6.89% |
| 20.) | Tcs Capital Management Eric Semler |
15,000 | $10,611 | |
6.74% |
| 21.) | Scout Capital Management James Crichton And Adam Weiss |
540,000 | $383,060 | -11% |
6.6% |
| 22.) | Dorsal Capital Management Ryan Frick And Oliver Evans |
70,000 | $49,517 | +17% |
6.55% |
| 23.) | Tiger Consumer Management Patrick Mccormack |
192,484 | $136,159 | +7% |
6.33% |
| 24.) | 3G Capital Jorge Paulo Lemann |
84,283 | $59,620 | +3% |
6.28% |
| 25.) | Incline Global Management Jeff Lignelli |
7,820 | $5,532 | |
6.23% |
| 26.) | Intrepid Capital Management Inc De Steve Shapiro |
8,000 | $5,659 | -51% |
6.09% |
| 27.) | Platinum Asset Management Kerr Neilson |
369,350 | $261,270 | +24% |
5.84% |
| 28.) | Sheffield Asset Management Craig C. Albert |
25,400 | $18,018 | +9% |
5.84% |
| 29.) | Jat Capital Management John Thaler |
137,372 | $97,174 | -16% |
5.82% |
| 30.) | Criterion Capital Christopher Lord |
153,700 | $108,724 | +35% |
5.82% |
| 31.) | Orbis Investment Management William B. Gray |
782,841 | $555,324 | +18% |
5.51% |
| 32.) | Blue Ridge Capital John Griffin |
545,300 | $385,734 | +5% |
5.36% |
| 33.) | Coatue Management Philippe Laffont |
420,661 | $297,567 | -2% |
4.89% |
| 34.) | Abrams Capital Management David Abrams |
75,805 | $53,623 | |
4.86% |
| 35.) | Csat Investment Advisory Claes Fornell |
16,346 | $11,563 | +20% |
4.82% |
| 36.) | Bridger Management Roberto Mignone |
93,000 | $65,786 | -26% |
4.69% |
| 37.) | Fir Tree Jeffrey Tannenbaum |
256,120 | $181,174 | +7% |
4.64% |
| 38.) | Highside Capital Management Lee Hobson |
59,250 | $41,912 | -2% |
4.56% |
| 39.) | Conatus Capital Management David Stemerman |
137,349 | $97,158 | +7% |
4.37% |
| 40.) | Polar Capital Brian Ashford-Russell And Tim Woolley |
129,075 | $91,555 | +4% |
4.3% |
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