| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1.) | Baupost Group Seth Klarman |
10,444,085 | $347,997 | -23% |
11.23% |
| 2.) | Route One Investment Company William Duhamel |
2,234,500 | $74,454 |  |
10.59% |
| 3.) | Cantillon Capital Management William Von Mueffling |
8,157,365 | $271,803 | -1% |
10.27% |
| 4.) | Brave Warrior Capital Glenn Greenberg |
4,298,349 | $143,221 | +4% |
8.58% |
| 5.) | Sq Advisors Lou Simpson |
3,066,630 | $102,180 | +45% |
8.48% |
| 6.) | Riverside Advisors Geoffrey S. Mccuskey |
237,180 | $7,903 | +76% |
7.26% |
| 7.) | Lakewood Capital Management Anthony Bozza |
2,775,271 | $92,472 | +8% |
7.23% |
| 8.) | Fox Point Capital Management Charles Anderson |
750,000 | $24,989 | +500% |
5.94% |
| 9.) | Eagle Capital Management Boykin Curry |
20,679,806 | $689,051 | +31% |
4.89% |
| 10.) | International Value Advisers Charles De Vaulx |
5,517,393 | $183,840 | -5% |
4.11% |
| 11.) | Pzena Investment Management Richard S. Pzena |
13,205,559 | $440,009 | -2% |
3.61% |
| 12.) | Brahman Capital Peter Adam Hochfelder |
1,742,400 | $58,057 | -6% |
3.02% |
| 13.) | Orbis Investment Management William B. Gray |
8,783,643 | $292,671 | |
2.9% |
| 14.) | Hilltop Park Associates Stanley Shopkorn And Douglas Day |
50,000 | $1,666 |  |
2.81% |
| 15.) | Ancient Art (Teton Capital) Quincy Lee |
246,600 | $8,217 | -18% |
2.41% |
| 16.) | Osterweis Capital Management John Osterweis |
1,601,465 | $53,361 | |
2.36% |
| 17.) | Polar Capital Brian Ashford-Russell And Tim Woolley |
1,491,260 | $49,689 | +14% |
2.33% |
| 18.) | First Eagle Investment Management Jean-Marie Eveillard |
17,859,366 | $595,074 | +1% |
2.11% |
| 19.) | Fisher Asset Management Ken Fisher |
19,761,026 | $658,437 | -2% |
1.82% |
| 20.) | Farallon Capital Thomas Steyer |
2,272,000 | $75,703 | -22% |
1.75% |
| 21.) | Appaloosa Management Lp David Tepper |
2,395,110 | $79,805 | -14% |
1.72% |
| 22.) | Highfields Capital Management Jonathon Jacobson |
4,525,750 | $150,798 | +5% |
1.67% |
| 23.) | Zenit Asset Management Ab Patrik Brummer |
87,500 | $2,890 | |
1.41% |
| 24.) | Carlson Capital Clint Carlson |
2,320,076 | $77,305 | +160% |
1.27% |
| 25.) | Perella Weinberg Partners Daniel Arbess |
492,686 | $16,417 | +1194% |
1.06% |
| 26.) | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell |
6,084,500 | $202,736 | |
1.02% |
| 27.) | Platinum Management Mark A. Nordlicht |
18,400 | $613 | |
0.91% |
| 28.) | Markel Gayner Asset Management Tom Gayner |
647,500 | $21,575 | +4% |
0.89% |
| 29.) | Discovery Capital Management Rob Citrone |
1,845,000 | $61,475 | |
0.88% |
| 30.) | Lucas Capital Management Russell Lucas |
63,341 | $2,111 | +8% |
0.75% |
| 31.) | Tetrem Capital Management Daniel Bubis |
675,801 | $22,518 | -6% |
0.67% |
| 32.) | Advanced Investment Partners Douglas W. Case |
91,732 | $3,057 | -12% |
0.65% |
| 33.) | Adage Capital Management Phill Gross And Robert Atchinson |
5,320,907 | $177,292 | -1% |
0.65% |
| 34.) | 1,300,000 | $43,316 | |
0.62% | |
| 35.) | Sandler Capital Management Andrew Sandler |
362,100 | $12,065 | |
0.61% |
| 36.) | 562,500 | $18,741 | +9% |
0.57% | |
| 37.) | Bailard Inc Thomas Bailard |
74,979 | $2,498 | -2% |
0.5% |
| 38.) | 3,566,300 | $118,829 | +17% |
0.46% | |
| 39.) | D E Shaw D. E. Shaw |
4,796,688 | $159,826 | -29% |
0.38% |
| 40.) | Hbk Investments David Costen Haley |
583,300 | $19,436 | +1228% |
0.38% |
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