| No. | Hedge Fund | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Oaktree Capital Management Howard Marks | 30,557,767 | $392,973 | -7% | 5.49% |
| 2. | Impala Asset Management Robert Bishop | 4,164,320 | $53,553 | +1% | 2.46% |
| 3. | Horseman Capital Management John Horseman | 489,500 | $6,295 | 1.23% | |
| 4. | Leucadia National Ian Cumming And Joseph Steinberg | 949,699 | $12,213 | +21% | 0.93% |
| 5. | Anchor Bolt Capital Robert Polak | 358,927 | $4,616 | 0.2% |
| No. | Name | Shares | Value (x$1000) | % Port |
|---|---|---|---|---|
| 1. | 566,276 | $7,282 | 13.25% | |
| 2. | 336,697 | $4,329 | 0.5% | |
| 3. | 359,246 | $4,618 | 0.47% | |
| 4. | 360,110 | $4,631 | 0.23% | |
| 5. | 792,113 | $10,187 | 0.1% |
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