5% stake reports

Filings through 10/01

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 688; Last 30 days · 09/02–10/01
13D reports: 377; Last 30 days · 09/02–10/01
First reports over 5%: 252; Last 30 days · 09/02–10/01
Dropped below 5%: 84; Last 30 days · 09/02–10/01

5% stake reports

	Holder			Kind
08/07	River Road Asset Management08/07	4.5%1,162,635 sh	−0.7pp	13G passiveAmendment
07/14	Dimensional Fund Advisors07/14	5.2%1,368,044 sh	+0.2pp	13G passive
04/29	Vanguard Capital Management04/29	5.15%1,359,313 sh	First report	13G passive
25/05/08	River Road Asset Management25/05/08	5.2%1,386,853 sh	First report	13G passive