High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
101
Dodge & Cox
Dodge & Cox
California
$535M +28,421% 7,659,350
102
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$535M +163% 10,684,509
103
SMFG
Sumitomo Mitsui Financial Group
Japan
$530M +1,348% 1,405,931
104
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$529M +237% 20,600,000
105
Harris Associates
Harris Associates
Illinois
$527M +1,626% 2,141,534
106
Morgan Stanley
Morgan Stanley
New York
$526M +110% 1,828,667
107
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$524M +340% 4,158,351
108
Capital Research Global Investors
Capital Research Global Investors
California
$524M +302% 10,299,483
109
Morgan Stanley
Morgan Stanley
New York
$522M +107% 2,858,895
110
Envestnet Asset Management
Envestnet Asset Management
Illinois
$521M +334% 5,853,354
111
MAM
Magellan Asset Management
Australia
$512M +8,085% 19,585,650
112
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$512M +104% 2,312,118
113
Harris Associates
Harris Associates
Illinois
$498M +151% 3,018,487
114
D.E. Shaw & Co
D.E. Shaw & Co
New York
$497M +1,076% 4,520,168
115
JP Morgan Chase
JP Morgan Chase
New York
$490M +108% 1,995,101
116
ECU
Egerton Capital (UK)
United Kingdom
$489M +181% 1,550,025
117
LP
Longview Partners
Guernsey
$489M +1,180% 1,796,385
118
Bessemer Group
Bessemer Group
New Jersey
$487M +208% 3,795,110
119
JP Morgan Chase
JP Morgan Chase
New York
$482M +387% 4,468,112
120
DZ Bank
DZ Bank
Germany
$478M +468% 4,398,802
121
PIF
Public Investment Fund
Saudi Arabia
$471M +269% 1,957,991
122
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$471M +171% 4,430,664
123
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$471M +367% 10,165,740
124
Renaissance Technologies
Renaissance Technologies
New York
$469M +2,370% 1,718,500
125
Bank of America
Bank of America
North Carolina
$469M +319% 10,390,767