| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Select Equity Group Robert Joseph Caruso | 3,258,365 | $318,179,342 | +1% | 2.16% |
| 2. | Diamond Hill Capital Ric Dillon | 2,525,742 | $246,639 | -4% | 1.31% |
| 3. | Sloane Robinson Investment Management Hugh Sloane | 17,978 | $1,756 | +414% | 0.89% |
| 4. | Stevens Capital Management Matthew Tewksbury | 60,245 | $5,883 | 0.26% | |
| 5. | Osterweis Capital Management John Osterweis | 17,792 | $1,737 | 0.12% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 340,479 | $33,248 | 7.91% | |
| 2. | 500,000 | $48,825 | 6.53% | |
| 3. | 433,803 | $42,361 | 5.97% | |
| 4. | 1,208,805 | $118,040 | 5.33% | |
| 5. | 70,000 | $6,761 | 3.93% |
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