| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 1,470,105 | $285,906,020 | +131% | 1.97% |
| 2. | Crake Asset Management Martin Taylor | 142,800 | $27,772,000 | +7% | 5.66% |
| 3. | Aubrey Capital Management Andrew Dalrymple And Barry Mccorkell | 77,550 | $15,081,924 | +7% | 9.32% |
| 4. | Fisher Asset Management Ken Fisher | 13,264,349 | $2,579,651 | +1% | 3.19% |
| 5. | GQG Partners Raiv Jain | 8,683,762 | $1,690,509 | +14% | 11.63% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 347,687 | $74,996,086 | 0.88% | |
| 2. | 23,709 | $5,113,773 | 1.36% | |
| 3. | 4,047,586 | $873,064 | 26.42% | |
| 4. | 3,050,000 | $657,885 | 9.99% | |
| 5. | 2,278 | $237,726 | 45.09% |
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