Institutional Investors

Institution Portfolio value Positions Avg position As of
ELEMENT CAPITAL MANAGEMENT LLC $3,202,147,220 72 $44,474,267 June 30, 2026
Nan Shan Life Insurance Co., Ltd. $3,191,822,185 82 $38,924,661 June 30, 2026
BRISTOL JOHN W & CO INC /NY/ $3,188,796,961 62 $51,432,209 June 30, 2026
Constellation Investments, Inc. $3,184,331,796 19 $167,596,410 June 30, 2026
Trivest Advisors Ltd $3,181,046,146 15 $212,069,743 June 30, 2026
Covea Finance $3,165,121,982 153 $20,687,072 June 30, 2026
Fidelity National Financial, Inc. $3,161,660,910 30 $105,388,697 June 30, 2026
Pacific Heights Asset Management LLC $3,158,133,000 77 $41,014,714 June 30, 2026
Blue Whale Capital LLP $3,151,355,143 27 $116,716,857 June 30, 2026
Hyperion Asset Management Ltd $3,137,642,601 18 $174,313,478 March 31, 2026 Previous quarter
EULAV Asset Management $3,132,283,457 152 $20,607,128 June 30, 2026
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP $3,119,290,941 16 $194,955,684 June 30, 2026
HAWK RIDGE CAPITAL MANAGEMENT LP $3,117,933,182 44 $70,862,118 June 30, 2026
Alphinity Investment Management Pty Ltd $3,111,409,779 27 $115,237,399 June 30, 2026
Dixon Mitchell Investment Counsel Inc. $3,074,732,419 144 $21,352,308 June 30, 2026
CAPITAL INTERNATIONAL LTD /CA/ $3,064,225,320 150 $20,428,169 June 30, 2026
Patient Capital Management, LLC $3,050,483,973 40 $76,262,099 June 30, 2026
Comprehensive Financial Management LLC $3,046,884,292 39 $78,125,238 June 30, 2026
Hirtle & Co., LLC $3,042,169,079 128 $23,766,946 June 30, 2026
Cornerstone Advisors, LLC $3,036,578,372 112 $27,112,307 June 30, 2026
Scharf Investments, LLC $3,027,414,440 79 $38,321,702 June 30, 2026
Empyrean Capital Partners, LP $3,026,803,175 122 $24,809,862 June 30, 2026
SCHWARTZ INVESTMENT COUNSEL INC $3,013,688,282 138 $21,838,321 June 30, 2026
Hosking Partners LLP $3,008,231,980 98 $30,696,245 June 30, 2026
GENEVA CAPITAL MANAGEMENT LLC $2,996,246,772 119 $25,178,544 June 30, 2026
Wharton Business Group, LLC $2,990,792,461 142 $21,061,919 June 30, 2026
L1 Capital Pty Ltd $2,974,961,210 24 $123,956,717 June 30, 2026
Giverny Capital Inc. $2,974,321,189 51 $58,320,023 June 30, 2026
Focused Investors LLC $2,962,405,258 23 $128,800,229 June 30, 2026
Palestra Capital Management LLC $2,949,370,243 21 $140,446,202 June 30, 2026
Waratah Capital Advisors Ltd. $2,941,254,362 142 $20,713,059 June 30, 2026
Caledonia (Private) Investments Pty Ltd $2,929,421,086 17 $172,318,887 June 30, 2026
ATALANTA SOSNOFF CAPITAL, LLC $2,915,902,307 112 $26,034,842 June 30, 2026
Soleus Capital Management, L.P. $2,901,979,696 97 $29,917,316 June 30, 2026
POTOMAC FUND MANAGEMENT INC /ADV $2,877,825,028 105 $27,407,857 March 31, 2026 Previous quarter
Hardman Johnston Global Advisors LLC $2,850,046,269 77 $37,013,588 June 30, 2026
Dorsal Capital Management, LP $2,824,404,988 24 $117,683,541 June 30, 2026
Encompass Capital Advisors LLC $2,811,190,818 54 $52,059,089 June 30, 2026
LASALLE INVESTMENT MANAGEMENT SECURITIES LLC $2,810,642,992 44 $63,878,250 June 30, 2026
Consulta Ltd $2,771,738,728 15 $184,782,582 June 30, 2026
James Hambro & Partners LLP $2,763,843,473 68 $40,644,757 June 30, 2026
Analog Century Management LP $2,732,038,915 25 $109,281,557 June 30, 2026
TIMUCUAN ASSET MANAGEMENT INC/FL $2,717,579,008 27 $100,651,074 June 30, 2026
Steele Capital Management, Inc. $2,717,532,623 85 $31,970,972 June 30, 2026
Avantyr Capital Partners, LP $2,717,114,309 24 $113,213,096 June 30, 2026
Glenorchy Capital Ltd $2,714,009,080 65 $41,753,986 June 30, 2026
Avala Global LP $2,712,022,670 30 $90,400,756 June 30, 2026
BRAIDWELL LP $2,703,471,368 86 $31,435,714 June 30, 2026
Allianz Investment Management U.S. LLC $2,676,766,727 65 $41,181,027 Sept. 30, 2025 Stale
Mizuho Markets Cayman LP $2,665,107,501 95 $28,053,763 June 30, 2026
Page 9 of 17