High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
101
BCMIO
Beacon Capital Management Inc (Ohio)
Ohio
$483M +828% 5,663,709
102
Cohen & Steers
Cohen & Steers
New York
$480M +428% 2,947,789
103
JP Morgan Chase
JP Morgan Chase
New York
$477M +6,196% 5,053,606
104
CDR
Clayton Dubilier & Rice
New York
$469M +171% 39,128,930
105
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$461M +292,489% 96,404,240
106
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$461M +217% 1,707,878
107
Primecap Management
Primecap Management
California
$460M +3,605% 8,069,208
108
Bank of America
Bank of America
North Carolina
$460M +558% 9,694,903
109
GIM
Generation Investment Management
United Kingdom
$454M +469% 4,693,908
110
BG
Baupost Group
Massachusetts
$454M +176% 18,973,925
111
BPC
Banque Pictet & Cie
Switzerland
$449M +569% 2,687,482
112
UBS Group
UBS Group
Switzerland
$445M +323% 22,701,151
113
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
$443M +445% 3,942,000
114
Fidelity Investments
Fidelity Investments
Massachusetts
$442M +210% 4,905,887
115
Citadel Advisors
Citadel Advisors
Florida
$441M +1,000% 16,315,247
116
Viking Global Investors
Viking Global Investors
Connecticut
$437M +169% 3,015,877
117
Nordea Investment Management
Nordea Investment Management
Sweden
$437M +129% 8,156,240
118
Morgan Stanley
Morgan Stanley
New York
$436M +287% 6,180,603
119
DZ Bank
DZ Bank
Germany
$433M +632% 7,622,593
120
Cohen & Steers
Cohen & Steers
New York
$432M +1,482% 2,115,388
121
D.E. Shaw & Co
D.E. Shaw & Co
New York
$431M +336% 8,986,888
122
PP
Prudential plc
United Kingdom
$427M +2,577% 10,661,438
123
Viking Global Investors
Viking Global Investors
Connecticut
$425M +129% 1,608,680
124
Capital International Investors
Capital International Investors
California
$423M +160% 4,848,856
125
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$420M +239% 27,638,475