| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Valley Forge Capital Dev Kantesaria | 672,186 | $803,114,389 | -13% | 25.77% |
| 2. | Kensico Capital Michael Lowenstein | 373,500 | $446,250,330 | -3% | 7.65% |
| 3. | Akre Capital Management Charles Akre | 361,826 | $432,302,468 | -1% | 8.44% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 332,330 | $397,061,237 | +89% | 0.18% |
| 5. | Heard Capital William Heard | 195,527 | $233,611,749 | +10% | 10% |