YACKTMAN ASSET MANAGEMENT LP

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Austin based Yacktman Asset Management was founded by Donald Yacktman. Yacktman Asset Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 81 13F filings, and 28 13G filings Their last reported 13F filing for Q1 2020 included $6,031,575,000 in managed 13F securities and a top 10 holdings concentration of 53.85%. Yacktman Asset Management's largest holding is Pepsico Inc. (Loft, Inc.) with shares held of 3,381,631.

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03/31/2020

13F Activity

  • Market Value $6.032 Billion
  • Prior Market Value $7.912 Billion
  • New Purchases11 stocks
  • Additional Purchases17 stocks
  • Sold out of2 stocks
  • Reduced holdings in25 stocks
  • Top 10 Holdings % 53.85 %
  • Turnover % [1]:22.81%
  • Turnover Alt % [2]: 16.44 %
  • Time Held Top20:23.95 quarters
  • Time Held Top10:27.20 quarters
  • Time Held All:25.49 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 28.19%
Performance Last 4 Quarters: -11.66%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
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

View Last Form Adv Compilation Report on Record

YACKTMAN ASSET MANAGEMENT LP
Classified as Hedge Fund
6300 BRIDGEPOINT PARKWAY BUILDING 1 SUITE 500
AUSTIN TX    78730-5073
Country: United States
Business Phone: 512-767-6700
Fax: 512-767-6729
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Limited Partnership
Organized in: DE
Number of employees: 16
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Performance-based fees
Amount of client funds and securities: 24,920,000
Total Number of Clients: 744
Amount of client funds and securities by related persons: 55,219,800
Total Number of clients from related persons: 1
Disclosures:
Data above was derived from SEC filings.

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YACKTMAN ASSET MANAGEMENT LP

ownership team - last updated 2020-03-31
Name Title Start Date Direct/Indirect % Ownership

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EMERALD BAY FUND, LP United States 805-2956795137 Hedge Fund 49,992,391 2,000,000

YACKTMAN ASSET MANAGEMENT LP

ownership team - last updated 2019-10-23
Name Title Start Date Direct/Indirect % Ownership
YAMCO, INC. LIMITED PARTNER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP OWNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-04-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
GOTHAM ACQUISITION GP, LLC GENERAL PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP GENERAL PARTNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP GENERAL PARTNER direct 2012-06-01
YACKTMAN, DONALD, ARTHUR PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER direct 1992-03-01 2005-03-31
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER direct 1992-03-01 2005-09-28
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01 2009-08-19
YACKTMAN ASSET MANAGEMENT LP PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01 2012-05-24
YACKTMAN ASSET MANAGEMENT LP PRESIDENT direct 2012-06-01 2012-06-06
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01 2013-03-20
YACKTMAN ASSET MANAGEMENT LP PRESIDENT AND TREASURER direct 2012-06-01 2015-01-05
YACKTMAN, STEPHEN, ANDREW PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 1996-05-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT AND SECRETARY direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
SUBOTKY, JASON, SCOTT PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT direct 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
WILKINS, RUSSELL, GORDON PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
GOTHAM ACQUISITION LP, LLC LIMITED PARTNER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
BUIE, RACHEL, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2013-01-01
THATCHER, KEITH, DAVID CHIEF FINANCIAL OFFICER/PARTNER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2013-10-01
YACKTMAN ASSET MANAGEMENT LP CHIEF FINANCIAL OFFICER/PARTNER direct 2013-10-01
SUES, ADAM, P PARTNER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2017-01-01
YACKTMAN, DONALD, ARTHUR SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER direct 1992-03-01 2005-03-31
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER direct 1992-03-01 2005-09-28
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01 2009-08-19
YACKTMAN ASSET MANAGEMENT LP PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01 2012-05-24
YACKTMAN ASSET MANAGEMENT LP PRESIDENT direct 2012-06-01 2012-06-06
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01 2013-03-20
YACKTMAN ASSET MANAGEMENT LP PRESIDENT AND TREASURER direct 2012-06-01 2015-01-05
YACKTMAN, STEPHEN, ANDREW SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 1996-05-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT AND SECRETARY direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
SUBOTKY, JASON, SCOTT SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT direct 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
AFFILIATED MANAGERS GROUP, INC. MANAGER AND SOLE MEMBER AMG GOTHAM HOLDINGS, LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
AMG GOTHAM HOLDINGS, LLC MANAGER AND MEMBER GOTHAM ACQUISITION LP, LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP MANAGER AND MEMBER indirect 2014-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EMERALD BAY FUND, LP United States 805-2956795137 Hedge Fund 47,240,324 2,000,000

YACKTMAN ASSET MANAGEMENT LP

ownership team - last updated 2019-03-20
Name Title Start Date Direct/Indirect % Ownership
YAMCO, INC. LIMITED PARTNER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP OWNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-04-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
GOTHAM ACQUISITION GP, LLC GENERAL PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP GENERAL PARTNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP GENERAL PARTNER direct 2012-06-01
YACKTMAN, DONALD, ARTHUR PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER direct 1992-03-01 2005-03-31
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER direct 1992-03-01 2005-09-28
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01 2009-08-19
YACKTMAN ASSET MANAGEMENT LP PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01 2012-05-24
YACKTMAN ASSET MANAGEMENT LP PRESIDENT direct 2012-06-01 2012-06-06
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01 2013-03-20
YACKTMAN ASSET MANAGEMENT LP PRESIDENT AND TREASURER direct 2012-06-01 2015-01-05
YACKTMAN, STEPHEN, ANDREW PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 1996-05-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT AND SECRETARY direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
SUBOTKY, JASON, SCOTT PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT direct 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
WILKINS, RUSSELL, GORDON PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
GOTHAM ACQUISITION LP, LLC LIMITED PARTNER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
BUIE, RACHEL, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2013-01-01
THATCHER, KEITH, DAVID CHIEF FINANCIAL OFFICER/PARTNER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2013-10-01
YACKTMAN ASSET MANAGEMENT LP CHIEF FINANCIAL OFFICER/PARTNER direct 2013-10-01
SUES, ADAM, P PARTNER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2017-01-01
YACKTMAN, DONALD, ARTHUR SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER direct 1992-03-01 2005-03-31
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER direct 1992-03-01 2005-09-28
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01 2009-08-19
YACKTMAN ASSET MANAGEMENT LP PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01 2012-05-24
YACKTMAN ASSET MANAGEMENT LP PRESIDENT direct 2012-06-01 2012-06-06
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01 2013-03-20
YACKTMAN ASSET MANAGEMENT LP PRESIDENT AND TREASURER direct 2012-06-01 2015-01-05
YACKTMAN, STEPHEN, ANDREW SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 1996-05-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT AND SECRETARY direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
SUBOTKY, JASON, SCOTT SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT direct 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
AFFILIATED MANAGERS GROUP, INC. MANAGER AND SOLE MEMBER AMG GOTHAM HOLDINGS, LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
AMG GOTHAM HOLDINGS, LLC MANAGER AND MEMBER GOTHAM ACQUISITION LP, LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP MANAGER AND MEMBER indirect 2014-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EMERALD BAY FUND, LP United States 805-2956795137 Hedge Fund 47,240,324 2,000,000

YACKTMAN ASSET MANAGEMENT LP

ownership team - last updated 2018-10-15
Name Title Start Date Direct/Indirect % Ownership
YAMCO, INC. LIMITED PARTNER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP OWNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-04-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
GOTHAM ACQUISITION GP, LLC GENERAL PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP GENERAL PARTNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP GENERAL PARTNER direct 2012-06-01
YACKTMAN, DONALD, ARTHUR PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER direct 1992-03-01 2005-03-31
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER direct 1992-03-01 2005-09-28
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01 2009-08-19
YACKTMAN ASSET MANAGEMENT LP PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01 2012-05-24
YACKTMAN ASSET MANAGEMENT LP PRESIDENT direct 2012-06-01 2012-06-06
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01 2013-03-20
YACKTMAN ASSET MANAGEMENT LP PRESIDENT AND TREASURER direct 2012-06-01 2015-01-05
YACKTMAN, STEPHEN, ANDREW PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 1996-05-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT AND SECRETARY direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
SUBOTKY, JASON, SCOTT PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT direct 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
WILKINS, RUSSELL, GORDON PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
GOTHAM ACQUISITION LP, LLC LIMITED PARTNER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
BUIE, RACHEL, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2013-01-01
THATCHER, KEITH, DAVID CHIEF FINANCIAL OFFICER/PARTNER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2013-10-01
YACKTMAN ASSET MANAGEMENT LP CHIEF FINANCIAL OFFICER/PARTNER direct 2013-10-01
SUES, ADAM, P PARTNER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2017-01-01
YACKTMAN, DONALD, ARTHUR SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER direct 1992-03-01 2005-03-31
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER direct 1992-03-01 2005-09-28
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01 2009-08-19
YACKTMAN ASSET MANAGEMENT LP PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01 2012-05-24
YACKTMAN ASSET MANAGEMENT LP PRESIDENT direct 2012-06-01 2012-06-06
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01 2013-03-20
YACKTMAN ASSET MANAGEMENT LP PRESIDENT AND TREASURER direct 2012-06-01 2015-01-05
YACKTMAN, STEPHEN, ANDREW SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 1996-05-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT AND SECRETARY direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
SUBOTKY, JASON, SCOTT SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT direct 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
AFFILIATED MANAGERS GROUP, INC. MANAGER AND SOLE MEMBER AMG GOTHAM HOLDINGS, LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
AMG GOTHAM HOLDINGS, LLC MANAGER AND MEMBER GOTHAM ACQUISITION LP, LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP MANAGER AND MEMBER indirect 2014-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EMERALD BAY FUND, LP United States 805-2956795137 Hedge Fund 49,523,533 2,000,000

YACKTMAN ASSET MANAGEMENT LP

ownership team - last updated 2017-03-28
Name Title Start Date Direct/Indirect % Ownership
YAMCO, INC. LIMITED PARTNER 06/01/2012 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP OWNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-04-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
GOTHAM ACQUISITION GP LLC GENERAL PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP GENERAL PARTNER direct 2012-04-01
YACKTMAN ASSET MANAGEMENT LP GENERAL PARTNER direct 2012-06-01
YACKTMAN, DONALD, ARTHUR PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER direct 1992-03-01 2005-03-31
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER direct 1992-03-01 2005-09-28
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01 2009-08-19
YACKTMAN ASSET MANAGEMENT LP PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01 2012-05-24
YACKTMAN ASSET MANAGEMENT LP PRESIDENT direct 2012-06-01 2012-06-06
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01 2013-03-20
YACKTMAN ASSET MANAGEMENT LP PRESIDENT AND TREASURER direct 2012-06-01 2015-01-05
YACKTMAN, STEPHEN, ANDREW PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 1996-05-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT AND SECRETARY direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
SUBOTKY, JASON, SCOTT PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT direct 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
WILKINS, RUSSELL, GORDON PARTNER 06/01/2012 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
GOTHAM ACQUISITION LP LLC LIMITED PARTNER 06/01/2012 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
BUIE, RACHEL, ELIZABETH CHIEF COMPLIANCE OFFICER 01/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP CHIEF COMPLIANCE OFFICER direct 2013-01-01
THATCHER, KEITH, DAVID CHIEF FINANCIAL OFFICER/PARTNER 10/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP CHIEF FINANCIAL OFFICER direct 2013-10-01
YACKTMAN ASSET MANAGEMENT LP CHIEF FINANCIAL OFFICER/PARTNER direct 2013-10-01
SUES, ADAM, P PARTNER 01/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2017-01-01
YACKTMAN, DONALD, ARTHUR SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER, CHIEF COMPLIANCE OFFICER direct 1992-03-01 2005-03-31
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER direct 1992-03-01 2005-09-28
YACKTMAN ASSET MANAGEMENT CO PRESIDENT, SECRETARY, TREASURER AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01 2009-08-19
YACKTMAN ASSET MANAGEMENT LP PRESIDENT, TREASURER AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01 2012-05-24
YACKTMAN ASSET MANAGEMENT LP PRESIDENT direct 2012-06-01 2012-06-06
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01 2013-03-20
YACKTMAN ASSET MANAGEMENT LP PRESIDENT AND TREASURER direct 2012-06-01 2015-01-05
YACKTMAN, STEPHEN, ANDREW SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 1996-05-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT AND CO-CHIEF INVESTMENT OFFICER direct 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT, SECRETARY AND CO-CHIEF INVESTMENT OFFICER indirect 2005-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT AND SECRETARY direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
SUBOTKY, JASON, SCOTT SHAREHOLDER YAMCO, INC. 06/01/2012 Indirect 25 - 50%
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT CO VICE PRESIDENT direct 2004-01-01
YACKTMAN ASSET MANAGEMENT CO SENIOR VICE PRESIDENT direct 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT indirect 2010-12-01
YACKTMAN ASSET MANAGEMENT LP PARTNER direct 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SHAREHOLDER indirect 2012-06-01
YACKTMAN ASSET MANAGEMENT LP SENIOR VICE PRESIDENT direct 2012-06-01
AFFILIATED MANAGERS GROUP INC. MANAGER AND SOLE MEMBER AMG GOTHAM HOLDINGS LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
HARTWELL J M LTD PARTNERSHIP SOLE MEMBER indirect 1994-05-01
FQN MANAGEMENT LLC OWNER indirect 1995-12-01
BURRIDGE GROUP LLC OWNER indirect 1996-12-01
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER indirect 1999-01-01
THE MANAGERS FUNDS LLC CORPORATE PARENT indirect 1999-04-01
MANAGERS INVESTMENT GROUP LLC SOLE SHAREHOLDER indirect 1999-04-01
ASTON ASSET MANAGEMENT, LP SOLE SHAREHOLDER indirect 1999-04-01
FRONTIER PERFORMANCE ADVISERS LP MANAGING MEMBER OF THE GENERAL PARTNER indirect 2000-01-01
GIML, LLP SHAREHOLDER indirect 2000-12-01
GENESIS FUND MANAGERS, LLP SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CAPITAL MANAGEMENT L.P. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS LIMITED SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN CLO MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
BLUEMOUNTAIN FUJI MANAGEMENT, LLC SHAREHOLDER indirect 2000-12-01
PANTHEON VENTURES (US) LP CORPORATE PARENT indirect 2000-12-01
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2000-12-01
SYSTEMATICA INVESTMENTS SINGAPORE PTE. LTD. SHAREHOLDER indirect 2000-12-01
SYSTEMATICA INVESTMENTS GP LIMITED SHAREHOLDER indirect 2000-12-01
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01
IVORY INVESTMENT MANAGEMENT, L.P. MEMBER AND MANAGER indirect 2002-09-01
FIRST QUADRANT LP SOLE MANAGING MEMBER indirect 2002-09-01
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2004-06-01
TIMESSQUARE CAPITAL MANAGEMENT, LLC SHAREHOLDER indirect 2004-11-01
AQR CAPITAL MANAGEMENT, LLC MEMBER indirect 2004-11-01
CNH PARTNERS, LLC MEMBER indirect 2004-11-01
BEUTEL, GOODMAN & COMPANY LTD. SHAREHOLDER indirect 2005-06-01
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER - SERIES A indirect 2005-06-01
MONTRUSCO BOLTON INVESTMENTS, INC. SHAREHOLDER indirect 2005-07-01
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER MEMBER direct 2008-10-01
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 2009-07-01
HARDING LOEVNER LLC OWNER indirect 2009-08-01
ASTON ASSET MANAGEMENT LLC GENERAL PARTNER direct 2010-04-01
ASTON ASSET MANAGEMENT LLC SHAREHOLDER indirect 2010-04-01
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01
TRILOGY GLOBAL ADVISORS, LP MANAGING MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01
THE RENAISSANCE GROUP LLC MANAGER MEMBER direct 2011-01-01
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01
VERITABLE LP PARTNER indirect 2011-03-01
CLARFELD FINANCIAL ADVISORS INC PARTNER indirect 2011-03-01
WELCH & FORBES LLC SERIES A MEMBER AND MANAGER indirect 2011-03-01
BAKER STREET ADVISORS, LLC GENERAL PARTNER indirect 2011-03-01
MYCIO WEALTH PARTNERS, LLC GENERAL PARTNER indirect 2011-03-01
WP GROUP, LLC GENERAL PARTNER indirect 2011-03-01
YACKTMAN ASSET MANAGEMENT LP LIMITED PARTNER direct 2012-06-01
TWEEDY, BROWNE COMPANY LLC MANAGING MEMBER indirect 2012-12-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER direct 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER indirect 2014-03-01
RIVER ROAD ASSET MANAGEMENT, LLC MEMBER direct 2014-06-01
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2014-06-01
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2014-06-01
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01
YACKTMAN ASSET MANAGEMENT LP MANAGER AND SOLE MEMBER indirect 2014-10-01
VERITAS ASSET MANAGEMENT LLP ULTIMATE PARENT COMPANY indirect 2014-10-01
IVORY INVESTMENT MANAGEMENT, L.P. PARTNER indirect 2015-10-01
CAPEVIEW CAPITAL LLP MANAGING MEMBER indirect 2016-06-01
RENAISSANCE INVESTMENT MANAGEMENT GENERAL PARTNER direct 1995-11-01 2001-04-24
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1994-05-01 2001-09-26
HARTWELL J M LTD PARTNERSHIP SHAREHHOLDER OF GENERAL PARTNER direct 1995-10-01 2002-03-25
PARADIGM ASSET MANAGEMENT COMPANY, L.L.C MEMBER direct 1995-03-01 2002-06-10
THIRD AVENUE MANAGEMENT LLC EQUITYHOLDER OF AMG NEW YORK HOLDINGS CORP. indirect 2002-05-01 2002-08-13
GEOCAPITAL LLC SOLE STOCKHOLDER OF GCC indirect 1997-09-01 2003-05-29
RESEARCH AFFILIATES, LLC OWNER indirect 1995-12-01 2004-02-06
PW REDWOOD SEQUOIA MANAGEMENT LLC OWNER indirect 2000-01-01 2004-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC direct 1998-12-01 2004-03-31
GENESIS ASSET MANAGERS, LLP SHAREHOLDER indirect 2000-12-01 2004-09-03
SKYLINE ASSET MANAGEMENT, L.P. GENERAL PARTNER direct 1995-08-01 2005-03-24
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER OF GENERAL PARTNER direct 1995-10-01 2005-03-29
WELCH & FORBES LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2005-03-31
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2005-05-24
RORER ASSET MANAGEMENT LLC 100% STOCKHOLDER OF MANAGING MEMBER indirect 1999-01-01 2006-03-27
GOFEN AND GLOSSBERG, L.L.C. MANAGER MEMBER direct 1997-05-01 2006-03-29
GEOCAPITAL LLC MANAGER MEMBER direct 1997-09-01 2006-04-04
GEOCAPITAL LLC SOLE STOCKHOLDER OF AMG CAPITAL indirect 1997-09-01 2006-04-04
CHICAGO EQUITY PARTNERS LLC MEMBER direct 2006-12-01 2007-01-03
CHICAGO EQUITY PARTNERS LLC SHAREHOLDER indirect 2006-12-01 2007-03-23
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2007-03-28
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF GP & AMG/TBC indirect 1998-12-01 2008-03-28
SKYLINE ASSET MANAGEMENT, L.P. SPECIAL LIMITED PARTNER direct 2005-10-01 2008-03-28
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2009-02-19
GOFEN AND GLOSSBERG, L.L.C. NON-MANAGER MEMBER indirect 1997-05-01 2009-03-23
GANNETT WELSH & KOTLER, LLC DIRECT OWNER direct 2008-09-01 2009-03-31
HARTWELL J M LTD PARTNERSHIP SHAREHOLDER indirect 1994-05-01 2010-03-24
FIRST QUADRANT LP OWNER indirect 1995-12-01 2010-03-30
DAVIS HAMILTON JACKSON & ASSOCIATES LP 100% STOCKHOLDER OF AMG/TBC indirect 1998-12-01 2010-03-30
FIRST QUADRANT LP OWNER indirect 2002-09-01 2010-06-02
SYSTEMATIC FINANCIAL MANAGEMENT LP GENERAL PARTNER direct 1995-05-01 2010-08-06
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2010-10-05
WELCH & FORBES LLC MEMBER direct 2001-11-01 2010-10-05
RENAISSANCE INVESTMENT MANAGEMENT LLC MEMBER direct 1995-11-01 2010-10-11
TRILOGY GLOBAL ADVISORS, LLC GENERAL PARTNER direct 2010-12-01 2010-12-22
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2011-03-31
FFT WEALTH MANAGEMENT LLC EQUITY HOLDER OF AMG NEW YORK HOLDINGS CORP indirect 2002-05-01 2011-03-31
ESSEX INVESTMENT MANAGEMENT CO LLC MANAGING MEMBER direct 1998-03-01 2011-05-03
SYSTEMATIC FINANCIAL MANAGEMENT LP SOLE MEMBER indirect 2010-12-01 2012-01-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2012-03-16
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
FORTIGENT, LLC OWNER indirect 2010-08-01 2012-03-30
ESSEX INVESTMENT MANAGEMENT COMPANY, LLC MANAGER MEMBER indirect 2010-12-01 2012-03-30
DEANS KNIGHT CAPITAL MANAGEMENT STOCKHOLDER indirect 2006-07-01 2012-04-17
WELCH & FORBES LLC SOLE MEMBER indirect 2010-12-01 2013-03-27
FRIESS ASSOCIATES, LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
FRIESS ASSOCIATES OF DELAWARE,LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 2001-10-01 2013-03-28
TRILOGY GLOBAL ADVISORS, LLC MANAGER MEMBER AND SOLE SHAREHOLDER indirect 2010-12-01 2013-05-01
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER OF MANAGING MEMBER indirect 1997-10-01 2013-07-08
GANNETT WELSH & KOTLER, LLC MANAGING MEMBER direct 2008-10-01 2014-03-14
GANNETT WELSH & KOTLER, LLC SHAREHOLDER indirect 2008-10-01 2014-03-14
TWEEDY, BROWNE COMPANY LLC AUTHORIZED PERSON OF MANAGING MEMBER indirect 2012-12-01 2014-03-25
WELCH & FORBES LLC STOCKHOLDER OF MANAGING MEMBER indirect 2001-11-01 2014-03-27
WELCH & FORBES LLC SERIES A MEMBER AND AUTHORIZED PERSON indirect 2011-03-01 2014-03-27
MANAGERS INVESTMENT GROUP LLC CORPORATE PARENT indirect 1999-04-01 2014-03-31
FRONTIER CAPITAL MANAGEMENT CO LLC MANAGER MEMBER indirect 2000-01-01 2014-03-31
ASTON ASSET MANAGEMENT, LP GENERAL PARTNER direct 2010-04-01 2014-03-31
ASTON ASSET MANAGEMENT, LP MANAGING MEMBER indirect 2010-04-01 2014-03-31
SOUTHERNSUN ASSET MANAGEMENT LLC MEMBER indirect 2013-12-01 2014-04-10
TWEEDY, BROWNE COMPANY LLC SOLE SHAREHOLDER indirect 1997-10-01 2014-12-01
YACKTMAN ASSET MANAGEMENT LP MEMBER indirect 2012-06-01 2015-01-05
FIRST QUADRANT LP SOLE MEMBER AND MANAGER indirect 2002-09-01 2015-03-30
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2015-03-30
GANNETT WELSH & KOTLER, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2015-03-30
BAKER STREET ADVISORS, LLC PARTNER indirect 2011-03-01 2015-04-07
LATTICE STRATEGIES LLC SOLE MEMBER indirect 2011-12-01 2015-05-05
LATTICE STRATEGIES LLC MEMBER direct 2012-02-01 2015-05-05
GANNETT WELSH & KOTLER, LLC MANAGER direct 2008-10-01 2016-03-21
GW&K INVESTMENT MANAGEMENT, LLC MANAGER AND SOLE MEMBER indirect 2014-06-01 2016-03-21
FOYSTON, GORDON & PAYNE INC. SHAREHOLDER indirect 2005-06-01 2016-03-29
PANTHEON VENTURES (US) LLP CORPORATE PARENT indirect 2010-02-01 2016-06-13
PANTHEON VENTURES INC. CORPORATE PARENT indirect 2010-06-01 2016-06-13
THE RENAISSANCE GROUP LLC SOLE MEMBER AND MANAGER indirect 2011-01-01 2016-07-11
FFT WEALTH MANAGEMENT LLC GENERAL PARTNER indirect 2011-03-01 2017-04-19
AMG GOTHAM HOLDINGS, LLC MANAGER AND MEMBER GOTHAM ACQUISITION LP, LLC 10/01/2014 Indirect 75% or more
Fund Name Position direct/indirect start date end date
YACKTMAN ASSET MANAGEMENT LP MANAGER AND MEMBER indirect 2014-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
EMERALD BAY FUND, LP United States 805-2956795137 Hedge Fund 36,235,078 2,000,000

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