SOUTHEASTERN ASSET MANAGEMENT INC

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Southeastern Asset Management is based out of Memphis. Southeastern Asset Management is a hedge fund with 59 clients and discretionary assets under management (AUM) of $11,059,463,391 (Form ADV from 2022-03-30). Their last reported 13F filing for Q2 2022 included $4,742,106,000 in managed 13F securities and a top 10 holdings concentration of 59.69%. Southeastern Asset Management's largest holding is Lumen Technologies, Inc with shares held of 61,990,676. Southeastern Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 89 13F filings, 141 13D filings, 585 13G filings, and 2 Form 4 filings

06/30/2022

13F Activity

  • Market Value $4.742 Billion
  • Prior Market Value $5.658 Billion
  • New Purchases4 stocks
  • Additional Purchases8 stocks
  • Sold out of4 stocks
  • Reduced holdings in18 stocks
  • Top 10 Holdings % 59.69 %
  • Turnover % [1]:21.62%
  • Turnover Alt % [2]: 14.82 %
  • Time Held Top20:12.65 quarters
  • Time Held Top10:13.40 quarters
  • Time Held All:10.68 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: -1.08%
Performance Last 4 Quarters: -7.5%
Performance Metrics
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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*Shares are split adjusted

Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

View Last Form Adv Compilation Report on Record

SOUTHEASTERN ASSET MANAGEMENT INC.
Classified as Hedge Fund
6410 POPLAR AVE., STE. 900
MEMPHIS TN    38119-4843
Country: United States

Business Phone: 901-761-2474
Fax: 901-818-5160
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: TN
Number of employees: 51
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 347,430,000
Total Number of Clients: 59
Amount of client funds and securities by related persons: 321,990,000
Total Number of clients from related persons: 3
Disclosures:
Data above was derived from SEC filings.

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Insider Transactions in the past year

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SOUTHEASTERN ASSET MANAGEMENT INC.

ownership team - last updated 2022-03-30
Name Title Start Date Direct/Indirect % Ownership
CATES, GEORGE, STALEY VICE CHAIRMAN/SHAREHOLDER/DIRECTOR 08/01/1987 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE CHAIRMAN/SHAREHOLDER/DIRECTOR direct 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
ADDITIVE ADVISORY AND CAPITAL, LLC PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01 2016-05-18
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT/SHAREHOLDER/DIRECTOR direct 1987-08-01 2017-03-30
HAWKINS, OTIS, MASON CHAIRMAN/SHAREHOLDER/DIRECTOR 09/01/1975 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR direct 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
ADDITIVE ADVISORY AND CAPITAL, LLC CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01 2016-05-18
GLOTZBACH, RAYMOND, EUGENE CEO / SHAREHOLDER / DIRECTOR 08/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% direct 2011-10-01
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% / DIRECTOR direct 2016-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT / SHAREHOLDER / DIRECTOR direct 2016-08-01
MCCARROLL, ANDREW, ROWAN GENERAL COUNSEL / SHAREHOLDER / DIRECTOR / SECRETARY 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT & GENERAL COUNSEL direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL, SECRETARY/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER / SECRETARY direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. GENERAL COUNSEL direct 2007-09-01
WITTKE, MICHAEL, JASON CHIEF COMPLIANCE OFFICER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2005-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF COMPLIANCE OFFICER direct 2007-09-01
SHORES, JOSHUA, DAVID DIRECTOR, SHAREHOLDER 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECTOR direct 2016-08-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF OPERATIONS OFFICER direct 2005-01-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2005-05-01
FRACCHIA, STEVEN, GEORGE CHIEF OPERATING OFFICER/ SHAREHOLDER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / SECRETARY / SHAREHOLDER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER/ SHAREHOLDER direct 2016-10-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF FINANCIAL OFFICER direct 2008-02-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CHIEF FINANCIAL OFFICER direct 2008-08-01
PRESSGROVE, JESSICA, BOGGAN CHIEF FINANCIAL OFFICER, SHAREHOLDER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2018-01-01
Myerberg, Louise, Griesbeck DIRECTOR, SHAREHOLDER 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CEO direct 2015-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SAM ASIA PACIFIC OPPORTUNITIES FUND LP United States 805-2442013695 Hedge Fund 238,008,354 1,000,000
SOUTHEASTERN EUROPEAN CONCENTRATED OPPORTUNITIES ICAV Ireland 805-3120560599 Hedge Fund 52,216,581 5,000,000 Master Fund
SOUTHEASTERN GLOBAL EQUITY FUND LP United States 805-3657898313 Hedge Fund 31,765,194 5,000,000

SOUTHEASTERN ASSET MANAGEMENT INC.

ownership team - last updated 2021-04-30
Name Title Start Date Direct/Indirect % Ownership
CATES, GEORGE, STALEY VICE CHAIRMAN/SHAREHOLDER/DIRECTOR 08/01/1987 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE CHAIRMAN/SHAREHOLDER/DIRECTOR direct 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
ADDITIVE ADVISORY AND CAPITAL, LLC PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01 2016-05-18
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT/SHAREHOLDER/DIRECTOR direct 1987-08-01 2017-03-30
HAWKINS, OTIS, MASON CHAIRMAN/SHAREHOLDER/DIRECTOR 09/01/1975 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR direct 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
ADDITIVE ADVISORY AND CAPITAL, LLC CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01 2016-05-18
GLOTZBACH, RAYMOND, EUGENE CEO / SHAREHOLDER / DIRECTOR 08/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% direct 2011-10-01
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% / DIRECTOR direct 2016-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT / SHAREHOLDER / DIRECTOR direct 2016-08-01
MCCARROLL, ANDREW, ROWAN GENERAL COUNSEL / SHAREHOLDER / DIRECTOR / SECRETARY 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT & GENERAL COUNSEL direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL, SECRETARY/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER / SECRETARY direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. GENERAL COUNSEL direct 2007-09-01
WITTKE, MICHAEL, JASON CHIEF COMPLIANCE OFFICER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2005-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF COMPLIANCE OFFICER direct 2007-09-01
SHORES, JOSHUA, DAVID DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECTOR direct 2016-08-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF OPERATIONS OFFICER direct 2005-01-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2005-05-01
FRACCHIA, STEVEN, GEORGE CHIEF OPERATING OFFICER/ SHAREHOLDER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / SECRETARY / SHAREHOLDER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER/ SHAREHOLDER direct 2016-10-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF FINANCIAL OFFICER direct 2008-02-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CHIEF FINANCIAL OFFICER direct 2008-08-01
PRESSGROVE, JESSICA, BOGGAN CHIEF FINANCIAL OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2018-01-01
Myerberg, Louise, Griesbeck DIRECTOR 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CEO direct 2015-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOUTHEASTERN CONCENTRATED VALUE MASTER FUND LTD Cayman Islands 805-8578250495 Hedge Fund 1,193,850 5,000,000 Master Fund
SAM ASIA PACIFIC OPPORTUNITIES FUND LP United States 805-2442013695 Hedge Fund 275,248,974 1,000,000
SOUTHEASTERN EUROPEAN CONCENTRATED OPPORTUNITIES ICAV Ireland 805-3120560599 Hedge Fund 33,290,655 5,000,000 Master Fund
SOUTHEASTERN GLOBAL EQUITY FUND LP United States 805-3657898313 Hedge Fund 29,298,602 5,000,000

SOUTHEASTERN ASSET MANAGEMENT INC.

ownership team - last updated 2021-03-30
Name Title Start Date Direct/Indirect % Ownership
CATES, GEORGE, STALEY VICE CHAIRMAN/SHAREHOLDER/DIRECTOR 08/01/1987 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE CHAIRMAN/SHAREHOLDER/DIRECTOR direct 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
ADDITIVE ADVISORY AND CAPITAL, LLC PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01 2016-05-18
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT/SHAREHOLDER/DIRECTOR direct 1987-08-01 2017-03-30
HAWKINS, OTIS, MASON CHAIRMAN/SHAREHOLDER/DIRECTOR 09/01/1975 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR direct 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
ADDITIVE ADVISORY AND CAPITAL, LLC CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01 2016-05-18
GLOTZBACH, RAYMOND, EUGENE CEO / SHAREHOLDER / DIRECTOR 08/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% direct 2011-10-01
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% / DIRECTOR direct 2016-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT / SHAREHOLDER / DIRECTOR direct 2016-08-01
MCCARROLL, ANDREW, ROWAN GENERAL COUNSEL / SHAREHOLDER / DIRECTOR / SECRETARY 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT & GENERAL COUNSEL direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL, SECRETARY/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER / SECRETARY direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. GENERAL COUNSEL direct 2007-09-01
WITTKE, MICHAEL, JASON CHIEF COMPLIANCE OFFICER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2005-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF COMPLIANCE OFFICER direct 2007-09-01
SHORES, JOSHUA, DAVID DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECTOR direct 2016-08-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF OPERATIONS OFFICER direct 2005-01-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2005-05-01
FRACCHIA, STEVEN, GEORGE CHIEF OPERATING OFFICER/ SHAREHOLDER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / SECRETARY / SHAREHOLDER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER/ SHAREHOLDER direct 2016-10-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF FINANCIAL OFFICER direct 2008-02-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CHIEF FINANCIAL OFFICER direct 2008-08-01
PRESSGROVE, JESSICA, BOGGAN CHIEF FINANCIAL OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2018-01-01
Myerberg, Louise, Griesbeck DIRECTOR 07/01/2020 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CEO direct 2015-12-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOUTHEASTERN CONCENTRATED VALUE MASTER FUND LTD Cayman Islands 805-8578250495 Hedge Fund 1,193,850 5,000,000 Master Fund
SAM ASIA PACIFIC OPPORTUNITIES FUND LP United States 805-2442013695 Hedge Fund 275,248,974 1,000,000
SOUTHEASTERN EUROPEAN CONCENTRATED OPPORTUNITIES ICAV Ireland 805-3120560599 Hedge Fund 33,290,655 5,000,000 Master Fund
SOUTHEASTERN GLOBAL EQUITY FUND LP United States 805-3657898313 Hedge Fund 29,298,602 5,000,000

SOUTHEASTERN ASSET MANAGEMENT INC.

ownership team - last updated 2020-06-25
Name Title Start Date Direct/Indirect % Ownership
CATES, GEORGE, STALEY VICE CHAIRMAN/SHAREHOLDER/DIRECTOR 08/01/1987 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE CHAIRMAN/SHAREHOLDER/DIRECTOR direct 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
ADDITIVE ADVISORY AND CAPITAL, LLC PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01 2016-05-18
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT/SHAREHOLDER/DIRECTOR direct 1987-08-01 2017-03-30
HAWKINS, OTIS, MASON CHAIRMAN/SHAREHOLDER/DIRECTOR 09/01/1975 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR direct 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
ADDITIVE ADVISORY AND CAPITAL, LLC CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01 2016-05-18
GLOTZBACH, RAYMOND, EUGENE CEO / SHAREHOLDER / DIRECTOR 08/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% direct 2011-10-01
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% / DIRECTOR direct 2016-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT / SHAREHOLDER / DIRECTOR direct 2016-08-01
MCCARROLL, ANDREW, ROWAN GENERAL COUNSEL / SHAREHOLDER / SECRETARY 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT & GENERAL COUNSEL direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL, SECRETARY/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER / SECRETARY direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. GENERAL COUNSEL direct 2007-09-01
WITTKE, MICHAEL, JASON CHIEF COMPLIANCE OFFICER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2005-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF COMPLIANCE OFFICER direct 2007-09-01
SHORES, JOSHUA, DAVID DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECTOR direct 2016-08-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF OPERATIONS OFFICER direct 2005-01-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2005-05-01
FRACCHIA, STEVEN, GEORGE CHIEF OPERATING OFFICER/ SHAREHOLDER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / SECRETARY / SHAREHOLDER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER/ SHAREHOLDER direct 2016-10-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF FINANCIAL OFFICER direct 2008-02-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CHIEF FINANCIAL OFFICER direct 2008-08-01
PRESSGROVE, JESSICA, BOGGAN CHIEF FINANCIAL OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2018-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOUTHEASTERN CONCENTRATED VALUE MASTER FUND LTD Cayman Islands 805-8578250495 Hedge Fund 3,104,351 5,000,000 Master Fund
SAM ASIA PACIFIC OPPORTUNITIES FUND LP United States 805-2442013695 Hedge Fund 165,667,470 1,000,000

SOUTHEASTERN ASSET MANAGEMENT INC.

ownership team - last updated 2020-03-27
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOUTHEASTERN CONCENTRATED VALUE MASTER FUND LTD Cayman Islands 805-8578250495 Hedge Fund 3,104,351 5,000,000 Master Fund
SAM ASIA PACIFIC OPPORTUNITIES FUND LP United States 805-2442013695 Hedge Fund 165,667,470 1,000,000

SOUTHEASTERN ASSET MANAGEMENT INC.

ownership team - last updated 2019-05-06
Name Title Start Date Direct/Indirect % Ownership
CATES, GEORGE, STALEY VICE CHAIRMAN/SHAREHOLDER/DIRECTOR 08/01/1987 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE CHAIRMAN/SHAREHOLDER/DIRECTOR direct 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
ADDITIVE ADVISORY AND CAPITAL, LLC PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01 2016-05-18
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT/SHAREHOLDER/DIRECTOR direct 1987-08-01 2017-03-30
HAWKINS, OTIS, MASON CHAIRMAN/SHAREHOLDER/DIRECTOR 09/01/1975 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR direct 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
ADDITIVE ADVISORY AND CAPITAL, LLC CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01 2016-05-18
GLOTZBACH, RAYMOND, EUGENE CEO / SHAREHOLDER / DIRECTOR 08/01/2016 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% direct 2011-10-01
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% / DIRECTOR direct 2016-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT / SHAREHOLDER / DIRECTOR direct 2016-08-01
MCCARROLL, ANDREW, ROWAN GENERAL COUNSEL / SHAREHOLDER / SECRETARY 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT & GENERAL COUNSEL direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL, SECRETARY/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER / SECRETARY direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. GENERAL COUNSEL direct 2007-09-01
WITTKE, MICHAEL, JASON CHIEF COMPLIANCE OFFICER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2005-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF COMPLIANCE OFFICER direct 2007-09-01
SHORES, JOSHUA, DAVID DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECTOR direct 2016-08-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF OPERATIONS OFFICER direct 2005-01-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2005-05-01
FRACCHIA, STEVEN, GEORGE CHIEF OPERATING OFFICER/ SHAREHOLDER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / SECRETARY / SHAREHOLDER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER/ SHAREHOLDER direct 2016-10-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF FINANCIAL OFFICER direct 2008-02-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CHIEF FINANCIAL OFFICER direct 2008-08-01
PRESSGROVE, JESSICA, BOGGAN CHIEF FINANCIAL OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2018-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SAM ASIA PACIFIC OPPORTUNITIES FUND LP United States 805-2442013695 Hedge Fund 49,247,238 1,000,000
SOUTHEASTERN CONCENTRATED VALUE MASTER FUND LTD Cayman Islands 805-8578250495 Hedge Fund 1,178,911,152 5,000,000 Master Fund

SOUTHEASTERN ASSET MANAGEMENT INC.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
CATES, GEORGE, STALEY VICE CHAIRMAN/SHAREHOLDER/DIRECTOR 08/01/1987 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE CHAIRMAN/SHAREHOLDER/DIRECTOR direct 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
ADDITIVE ADVISORY AND CAPITAL, LLC PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01 2016-05-18
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT/SHAREHOLDER/DIRECTOR direct 1987-08-01 2017-03-30
HAWKINS, OTIS, MASON CHAIRMAN/SHAREHOLDER/DIRECTOR 09/01/1975 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR direct 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
ADDITIVE ADVISORY AND CAPITAL, LLC CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01 2016-05-18
GLOTZBACH, RAYMOND, EUGENE CEO / SHAREHOLDER / DIRECTOR 08/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% direct 2011-10-01
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% / DIRECTOR direct 2016-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT / SHAREHOLDER / DIRECTOR direct 2016-08-01
MCCARROLL, ANDREW, ROWAN GENERAL COUNSEL / SHAREHOLDER / SECRETARY 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT & GENERAL COUNSEL direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL, SECRETARY/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER / SECRETARY direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. GENERAL COUNSEL direct 2007-09-01
WITTKE, MICHAEL, JASON CHIEF COMPLIANCE OFFICER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2005-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF COMPLIANCE OFFICER direct 2007-09-01
SHORES, JOSHUA, DAVID DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECTOR direct 2016-08-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF OPERATIONS OFFICER direct 2005-01-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2005-05-01
FRACCHIA, STEVEN, GEORGE CHIEF OPERATING OFFICER/ SHAREHOLDER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / SECRETARY / SHAREHOLDER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER/ SHAREHOLDER direct 2016-10-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF FINANCIAL OFFICER direct 2008-02-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CHIEF FINANCIAL OFFICER direct 2008-08-01
PRESSGROVE, JESSICA, BOGGAN CHIEF FINANCIAL OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2018-01-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SOUTHEASTERN CONCENTRATED VALUE MASTER FUND LTD Cayman Islands 805-8578250495 Hedge Fund 1,178,911,152 5,000,000 Master Fund
SAM ASIA PACIFIC OPPORTUNITIES FUND LP United States 805-2442013695 Hedge Fund 49,247,238 1,000,000

SOUTHEASTERN ASSET MANAGEMENT INC.

ownership team - last updated 2017-07-10
Name Title Start Date Direct/Indirect % Ownership
CATES, GEORGE, STALEY VICE CHAIRMAN/SHAREHOLDER/DIRECTOR 08/01/1987 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE CHAIRMAN/SHAREHOLDER/DIRECTOR direct 1987-08-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01
ADDITIVE ADVISORY AND CAPITAL, LLC PRESIDENT/SHAREHOLDER/DIRECTOR indirect 1987-08-01 2016-05-18
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT/SHAREHOLDER/DIRECTOR direct 1987-08-01 2017-03-30
HAWKINS, OTIS, MASON CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR 09/01/1975 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR direct 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01
ADDITIVE ADVISORY AND CAPITAL, LLC CHAIRMAN-CEO/SHAREHOLDER/DIRECTOR indirect 1975-09-01 2016-05-18
GLOTZBACH, RAYMOND, EUGENE PRESIDENT / SHAREHOLDER / DIRECTOR 08/01/2016 Direct 5 - 10%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% direct 2011-10-01
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECT OWNER OVER 5% / DIRECTOR direct 2016-08-01
SOUTHEASTERN ASSET MANAGEMENT INC. PRESIDENT / SHAREHOLDER / DIRECTOR direct 2016-08-01
MCCARROLL, ANDREW, ROWAN GENERAL COUNSEL / SHAREHOLDER / SECRETARY 01/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT & GENERAL COUNSEL direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL, SECRETARY/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. VICE PRESIDENT,GENERAL COUNSEL/ SHAREHOLDER direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. GENERAL COUNSEL / SHAREHOLDER / SECRETARY direct 2003-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. GENERAL COUNSEL direct 2007-09-01
WITTKE, MICHAEL, JASON CHIEF COMPLIANCE OFFICER 01/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF COMPLIANCE OFFICER direct 2005-01-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF COMPLIANCE OFFICER direct 2007-09-01
SHORES, JOSHUA, DAVID DIRECTOR 08/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. DIRECTOR direct 2016-08-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF OPERATIONS OFFICER direct 2005-01-01
SMITH, SALLEY & ASSOCIATES, LLC CHIEF COMPLIANCE OFFICER direct 2005-05-01
FRACCHIA, STEVEN, GEORGE CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER/ SHAREHOLDER 10/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / SECRETARY / SHAREHOLDER direct 2008-01-01
SOUTHEASTERN ASSET MANAGEMENT INC. CHIEF FINANCIAL OFFICER / CHIEF OPERATING OFFICER/ SHAREHOLDER direct 2016-10-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (UK) LTD. CHIEF FINANCIAL OFFICER direct 2008-02-01
SOUTHEASTERN ASSET MANAGEMENT INTERNATIONAL (SINGAPORE) PTE. LTD CHIEF FINANCIAL OFFICER direct 2008-08-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
SAM ASIA PACIFIC OPPORTUNITIES FUND LP United States 805-2442013695 Hedge Fund 20,183,708 1,000,000
SOUTHEASTERN CONCENTRATED VALUE MASTER FUND LTD Cayman Islands 805-8578250495 Hedge Fund 862,950,679 5,000,000 Master Fund

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