Moelis & Company Investment Banking Pitch Book
Overview of Rhombus (cont'd)
RHOMBUS SHAREHOLDER SUMMARY (AS OF MOST RECENT FILINGS)
Bares Capital Management, Inc.
Starboard Value LP
T. Rowe Price Associates, Inc.
The Vanguard Group, Inc.
BlackRock Fund Advisors
Nokomis Capital LLC
Rivulet Capital LLC
Fidelity Management & Research Co.
Gabelli Funds LLC
SSgA Funds Management, Inc.
Remaining Institutional Holders
Total Institutional Shareholders
Michael Lewis (CEO)
All Other Insiders
Total Insiders
Retail & Other
Total Shareholders (as of 07/29/15)
Source Management, public filings, FactSet
Shares
Owned
7,102,434
4,950,000
3,785,614
2,912,090
2,212,379
1,585,876
1,504,938
1,181,924
1,129,176
665,029
10,690,380
37,719,840
5,338,319
841,184
6,179,503
12,360,883
50,921,907
% Shares
Oustanding
13.9%
9.7%
7.4%
5.7%
4.3%
3.1%
3.0%
2.3%
2.2%
1.3%
21.0%
74.1%
10.5%
1.7%
12.1%
13.8%
100.0%
STRICTLY CONFIDENTIAL
MOELIS & COMPANY
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