• BURGER KING HLDGS INC Ownership Breakdown

  • Ownership Breakdown: BKC

    as of 7/6/08
    Large Block Holder Type Number  
    Institutions 236
     
    Total Number of Shares Held
    134.81 M
    % of Shares Owned by all Large Block Holders
    100.00%
    Mutual Fund 419
    Other Major 14
    Total Number of Large Block Holders 669
  • Top 10 Institutional Holders: BKC

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Texas Pacific Group 20.98 M 598.18 M 19.92% 15.56% Low
    Goldman Sachs & Company, Inc. 18.77 M 519.24 M 0.68% 13.93% Medium
    Bain Capital, LLC 17.98 M 497.36 M 27.37% 13.34% Low
    J.P. Morgan Investment Management Inc. (New York) 4.58 M 126.71 M 0.10% 3.40% Low
    Arience Capital Management, L.P. 3.83 M 105.83 M 9.19% 2.84% Medium
    Fidelity Management & Research 3.36 M 92.96 M 0.01% 2.49% Low
    Jennison Associates LLC 2.92 M 80.64 M 0.14% 2.16% Low
    Calamos Advisors LLC 2.76 M 76.23 M 0.28% 2.04% Medium
    Standard Life Investments Ltd. 2.44 M 67.53 M 0.09% 1.81% Low
    Vanguard Group, Inc. 2.38 M 65.95 M 0.01% 1.77% Low

    Total % of Shares Owned by:

    Top 10 Holders
    59.34%
    Top 25 Holders
    77.55%
    Top 50 Holders
    90.12%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Mutual Fund Holders: BKC

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    JPMorgan Mid Cap Value Fund 2.46 M 68.68 M 1.12% 1.83% Low
    Fidelity Puritan Fund 1.62 M 44.69 M 0.32% 1.20% Medium
    Brandywine Fund, Inc. 1.05 M 29.08 M 0.72% 0.78% High
    Vanguard Morgan Growth Fund 912,700 25.25 M 0.30% 0.68% Medium
    Putnam Investors Fund 884,857 24.48 M 0.88% 0.66% Medium
    AIM Dynamics Fund 804,775 22.45 M 1.39% 0.60% High
    Wells Fargo Advantage Growth Fund 735,000 20.51 M 1.43% 0.55% Medium
    AIM Capital Development Fund 736,964 20.38 M 1.30% 0.55% Medium
    Oppenheimer MidCap Fund/VA 685,500 18.96 M 2.17% 0.51% Medium
    Union Investment UniGlobal 668,400 18.49 M 0.34% 0.50% Medium

    Total % of Shares Owned by:

    Top 10 Holders
    7.83%
    Top 25 Holders
    13.94%
    Top 50 Holders
    19.19%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.

  • Top 10 Other Holders: BKC

    Name Shares Estimated Value of Shares * Holdings Shares Outstanding Turnover Rating
    Formanek (Peter R) 143,267 4.08 M 0.11% Low
    Klein (Russell B) 140,423 3.62 M 0.10% Low
    Chidsey (John W) 103,168 2.95 M 0.08% Low
    Swette (Brian Thomas) 108,313 2.85 M 0.08% Low
    Garcia (Manuel A) 65,830 1.69 M 0.05% Low
    Chwat (Anne) 44,950 1.15 M 0.03% Medium
    Tan (Peter) 36,693 935,305.00 0.03% Medium
    Brandon (David A) 15,189 399,471.00 0.01% Low
    Fallon (Charles M Jr) 13,850 394,864.00 0.01% Low
    Brok (Martin) 12,276 312,915.00 0.01%

    Total % of Shares Owned by:

    Top 10 Holders
    0.51%
    Top 25 Holders
    0.52%
    Top 50 Holders
    0.52%


     

    * Value of shares is estimated based on the closing price of the month in which the shares were purchased.