| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Orbis Investment Management William B. Gray | 2,249,511 | $570,296,029 | +6% | 2.39% |
| 2. | Generation Investment Management David Blood And Al Gore | 2,088,483 | $529,472,209 | -31% | 3.67% |
| 3. | Select Equity Group Robert Joseph Caruso | 1,928,033 | $488,794,926 | -3% | 2.11% |
| 4. | AQR Capital Management Cliff Asness | 1,623,234 | $411,522,428 | +38% | 0.22% |
| 5. | Locust Wood Capital Advisers Stephen J. Errico | 446,401 | $113,171,465 | +2% | 2.73% |