| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Kopernik Global Investors David Iben | 9,506,584 | $107,900 | -4% | 20.23% |
| 2. | Yost Capital Management Carson Yost | 1,499,000 | $17,014 | +2% | 12.8% |
| 3. | Moerus Capital Management Amit Wadhwaney | 1,591,177 | $18,142 | 5.92% | |
| 4. | Kingdon Capital Mark Kingdon | 790,200 | $8,969 | 1.35% | |
| 5. | Discovery Capital Management Rob Citrone | 908,200 | $10,298 | 0.85% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 5,967,410 | $67,730 | 19.27% | |
| 2. | 883,735 | $10,030 | 4.29% | |
| 3. | 1,724,800 | $19,576 | 3.78% | |
| 4. | 383,176 | $4,349 | 3.1% | |
| 5. | 21,415,858 | $242,904 | 2.06% |
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