High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
201
First Eagle Investment Management
201
First Eagle Investment Management
New York
$199M +256,553% 3,848,299
202
First Eagle Investment Management
202
First Eagle Investment Management
New York
$199M +102% 4,160,324
203
AllianceBernstein
203
AllianceBernstein
Tennessee
$198M +947% 4,718,930
204
Fidelity Investments
204
Fidelity Investments
Massachusetts
$198M +104% 5,987,121
205
Canada Life
205
Canada Life
Manitoba, Canada
$198M +285% 2,306,201
206
LCS
206
Levin Capital Strategies
New York
$198M +320% 1,728,932
207
U
207
UBS
Switzerland
$198M +322% 2,941,960
208
Franklin Resources
208
Franklin Resources
California
$197M +1,346% 2,154,452
209
ECU
209
Egerton Capital (UK)
United Kingdom
$197M +274% 4,060,259
210
Deutsche Bank
210
Deutsche Bank
Germany
$197M +123% 3,654,054
211
LPLP
211
Lansdowne Partners Limited Partnership
United Kingdom
$196M +139% 3,355,926
212
Susquehanna International Group
212
Susquehanna International Group
Pennsylvania
$196M +220% 7,833,655
213
Bessemer Group
213
Bessemer Group
New Jersey
$195M +104% 11,473,140
214
Pzena Investment Management
214
Pzena Investment Management
New York
$195M +341% 2,534,757
215
CS
215
Credit Suisse
Switzerland
$195M +127% 3,052,441
216
BA
216
BlackRock Advisors
Delaware
$194M +111% 4,627,143
217
Goldman Sachs
217
Goldman Sachs
New York
$193M +349% 4,189,469
218
GCM
218
Glenview Capital Management
New York
$193M +202% 5,786,650
219
Wells Fargo
219
Wells Fargo
California
$192M +1,903% 2,241,476
220
Deutsche Bank
220
Deutsche Bank
Germany
$192M +112% 797,677
221
EAM
221
Eagle Asset Management
Florida
$192M +319% 4,204,465
222
Invesco
222
Invesco
Georgia
$192M +184% 2,848,770
223
Morgan Stanley
223
Morgan Stanley
New York
$191M +363% 1,417,534
224
U
224
UBS
Switzerland
$191M +206% 3,802,559
225
SB
225
Suntrust Banks
Georgia
$191M +4,638% 3,599,242