High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
801
Primecap Management
Primecap Management
California
$117M +569% 1,627,295
802
Wells Fargo
Wells Fargo
California
$117M +606% 2,266,743
803
PI
Putnam Investments
Massachusetts
$117M +523% 2,194,016
804
MC
Maverick Capital
Texas
$117M +236% 1,048,700
805
Sanders Capital
Sanders Capital
Florida
$117M +152% 5,154,900
806
Capital International Investors
Capital International Investors
California
$116M +261% 3,148,400
807
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$116M +8,368% 4,946,574
808
Goldman Sachs
Goldman Sachs
New York
$116M +659% 2,816,539
809
Wellington Management Group
Wellington Management Group
Massachusetts
$116M +159% 2,035,952
810
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$116M +98,795% 1,025,492
811
AL
AJO LP
Pennsylvania
$116M +1,304% 726,600
812
SCA
SAC Capital Advisors
Connecticut
$115M +6,176% 1,218,737
813
HCM
Hayman Capital Management
Texas
$115M +345% 3,744,187
814
Millennium Management
Millennium Management
New York
$115M +570% 1,659,748
815
UBS AM
UBS AM
Illinois
$115M +260% 2,313,864
816
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$115M +975% 3,665,056
817
FAM
Fred Alger Management
New York
$115M +501,598% 1,625,177
818
1832 Asset Management
1832 Asset Management
Ontario, Canada
$115M +108% 2,791,465
819
ACMM
American Capital Mortgage Management
Maryland
$115M +254% 6,154,302
820
Morgan Stanley
Morgan Stanley
New York
$115M +604% 10,103,454
821
Wells Fargo
Wells Fargo
California
$115M +107% 3,112,602
822
VOYA Investment Management
VOYA Investment Management
Georgia
$115M +161% 1,268,314
823
KCM
Knighthead Capital Management
New York
$114M +408% 3,357,596
824
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$114M +334% 358,912
825
YAM
Yacktman Asset Management
Texas
$114M +670% 3,563,600