| Stock | Move | Managers | Total | Largest |
|---|
| T—Twenty First Centy Fox Inc | new | 12 | +41.16 pp | Yacktman +10.57 pp |
B BBBlackBerry Limited | new | 7 | +28.79 pp | Fairfax +27.54 pp |
N NWSANews Corporation Class A | new | 7 | +2.62 pp | Kensico +0.98 pp |
M MOSThe Mosaic Company | new | 6 | +2.62 pp | Atlantic +0.93 pp |
| S—Sprint Corporation | new | 6 | +4.52 pp | Cooperman +3.32 pp |
M METAMeta Platforms, Inc. Class A | new | 5 | +10.46 pp | Coatue +4.73 pp |
A AAPLApple Inc. | new | 4 | +17.10 pp | Wedgewood +9.57 pp |
H HALHalliburton Company | new | 4 | +5.14 pp | Duquesne +3.61 pp |
M MSFTMicrosoft Corp | new | 4 | +17.37 pp | Soros +6.80 pp |
| M—Monsanto Co | new | 4 | +2.05 pp | Soros +0.81 pp |
N NWSNews Corporation Class B | new | 4 | +2.65 pp | Southeastern +1.97 pp |
S SLBSLB Limited | new | 4 | +11.48 pp | Duquesne +10.38 pp |
| MMSFTMicrosoft Corp | added | 15 | +0.28 pp | FPA +0.92 pp |
O ORCLOracle Corp | added | 14 | +7.46 pp | Greenberg +1.76 pp |
| G—Google Inc. | added | 11 | -1.36 pp | Markel +0.07 pp |
Q QCOMQualcomm Inc | added | 10 | +6.37 pp | Check +1.94 pp |
V VVISA Inc. | added | 10 | +2.10 pp | Fundsmith +1.44 pp |
9 9990302DApache Corp | added | 9 | +1.31 pp | Dodge & Cox +0.52 pp |
X XOMExxon Mobil Corp | added | 9 | +0.22 pp | Berkshire +0.68 pp |
I INTCIntel Corp | added | 9 | -0.38 pp | Torray +0.25 pp |
| AAAPLApple Inc. | added | 8 | +0.78 pp | Vulcan +0.30 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 8 | +2.85 pp | Gates Trust +3.85 pp |
J JPMJPMorgan Chase & Co. | added | 8 | -0.22 pp | Appaloosa +0.25 pp |
J JNJJohnson & Johnson | added | 8 | +1.26 pp | Check +0.46 pp |
P PEPPepsiCo, Inc. | added | 8 | +0.93 pp | Yacktman +1.04 pp |
A ABTAbbott Laboratories | added | 7 | +1.32 pp | Check +1.26 pp |
C CCitigroup Inc. | added | 7 | +3.43 pp | Causeway +1.43 pp |
K KOCoca-Cola Company | added | 7 | +1.69 pp | Yacktman +1.40 pp |
D DISThe Walt Disney Company | added | 7 | -0.06 pp | Lindsell +0.13 pp |
| E—Express Scripts Hldg Co | added | 7 | +1.72 pp | Maverick +2.23 pp |
M MAMastercard Incorporated | added | 7 | +4.09 pp | Polen +2.11 pp |
N NOVNOV Inc. | added | 7 | +2.09 pp | Oakmark +0.65 pp |
P PXGBXPraxair Inc | added | 7 | +0.08 pp | Torray +0.10 pp |
| SSLBSLB Limited | added | 7 | +2.20 pp | Mairs +1.15 pp |
W WMTWalmart Inc. | added | 7 | +0.52 pp | Check +0.44 pp |
W WFCWells Fargo & Co. | added | 7 | -0.68 pp | Pzena +0.20 pp |
A AXPAmerican Express Company | added | 6 | +0.72 pp | Lone Pine +0.81 pp |
B BACBank of America Corporation | added | 6 | +0.59 pp | Oakmark +0.42 pp |
B BNYBank of New York Mellon Corporation | added | 6 | +0.30 pp | Brandes +0.17 pp |
| D—Directv | added | 6 | +0.64 pp | Check +0.73 pp |
| G—General Electric Co | added | 6 | +0.02 pp | Semper +0.07 pp |
| H—Hewlett Packard Co | added | 6 | +0.26 pp | Matrix +0.48 pp |
I IBMInternational Business Machines Corporation | added | 6 | +1.00 pp | Check +0.91 pp |
P PMPhilip Morris International Inc. | added | 6 | -0.12 pp | Fundsmith +0.56 pp |
P PGProcter & Gamble Company | added | 6 | -0.36 pp | Pzena +0.03 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 6 | +0.36 pp | Jensen +0.31 pp |
A AIGAmerican International Group, Inc. | added | 5 | +1.99 pp | Kensico +0.73 pp |
| A—Apollo Group Inc Class A | added | 5 | +1.32 pp | Causeway +0.64 pp |
C CHRWC.H. Robinson Worldwide, Inc. | added | 5 | +0.37 pp | Mairs +0.21 pp |
C CVSCvs Health Corporation | added | 5 | -0.04 pp | Sound Shore +0.14 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | +0.32 pp | Muhlenkamp +0.45 pp |
C CLColgate-Palmolive Company | added | 5 | +0.73 pp | Jensen +0.46 pp |
B BENFranklin Templeton, Inc. | added | 5 | +1.75 pp | Vulcan +0.80 pp |
L LOWLowe's Companies Inc. | added | 5 | +0.08 pp | First Eagle +0.07 pp |
M MCDMcDonald's Corporation | added | 5 | +7.42 pp | Fundsmith +6.09 pp |
R RDS.ARoyal Dutch Shell PLC | added | 5 | +0.38 pp | Pzena +0.36 pp |
| U—US Airways Group Inc. | added | 5 | +3.31 pp | Altimeter +1.26 pp |
T TAT&T Inc. | added | 4 | -0.09 pp | Check 0.00 pp |
A AMTAmerican Tower Corporation | added | 4 | +5.17 pp | Akre +2.63 pp |
A ADPAutomatic Data Processing | added | 4 | +0.05 pp | Jensen +0.02 pp |
B BPBP p.l.c. | added | 4 | +0.29 pp | Pzena +0.21 pp |
B BIDUBaidu, Inc. | added | 4 | +3.55 pp | Coatue +3.20 pp |
| B—Baker Hughes Inc. | added | 4 | +1.66 pp | Atlantic +1.11 pp |
| C—Cigna Corporation | added | 4 | +1.24 pp | Pzena +1.27 pp |
C CMECME Group Inc. | added | 4 | +0.35 pp | Lone Pine +0.46 pp |
C CVXChevron Corporation | added | 4 | +0.14 pp | Markel +0.14 pp |
| C—Coach Inc | added | 4 | -0.20 pp | Dodge & Cox +0.18 pp |
| D—Du Pont E I De Nemours & Co | added | 4 | +0.59 pp | Matrix +0.57 pp |
E EBAYeBay Inc | added | 4 | +2.84 pp | Polen +1.86 pp |
G GMGeneral Motors Company | added | 4 | +0.75 pp | Oakmark +0.37 pp |
T TVGrupo Televisa S.A. | added | 4 | +0.28 pp | First Eagle +0.21 pp |
9 99803EURLaboratory Crp Of Amer Hldgs | added | 4 | +0.58 pp | Davis +0.54 pp |
M MLMMartin Marietta Materials | added | 4 | -0.13 pp | Weitz +0.02 pp |
P PBR.APetroleo Brasileiro S.A.-Petrobras | added | 4 | +2.02 pp | Brandes +1.65 pp |
U UTXZRTX Corporation | added | 4 | -0.06 pp | Torray +0.14 pp |
B BBTTruist Financial Corporation | added | 4 | -0.11 pp | Brandes +0.01 pp |
U USBU.S. Bancorp | added | 4 | +0.25 pp | Mairs +0.25 pp |
U UNUnilever N V -ny Shares | added | 4 | -0.17 pp | Brandes +0.10 pp |
U UALUnited Airlines Holdings, Inc. | added | 4 | -0.19 pp | Appaloosa +0.70 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 4 | +1.09 pp | Dodge & Cox +0.42 pp |
| G—Google Inc. | trimmed | 14 | -12.79 pp | Soros -4.21 pp |
| JJNJJohnson & Johnson | trimmed | 12 | -8.18 pp | Fairfax -4.21 pp |
| MMSFTMicrosoft Corp | trimmed | 12 | -3.47 pp | Check -1.99 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 11 | -1.16 pp | First Eagle -0.38 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 11 | -7.33 pp | Triple Frond -3.21 pp |
| WWFCWells Fargo & Co. | trimmed | 11 | -5.05 pp | Fairfax -2.10 pp |
| AAAPLApple Inc. | trimmed | 10 | -6.37 pp | Coatue -4.85 pp |
| CCSCOCisco Systems, Inc. (DE) | trimmed | 10 | -3.25 pp | Yacktman -0.83 pp |
| BBNYBank of New York Mellon Corporation | trimmed | 9 | -2.56 pp | Abrams Bison -2.74 pp |
| IINTCIntel Corp | trimmed | 9 | -0.64 pp | Davis -0.31 pp |
| BBACBank of America Corporation | trimmed | 8 | -1.36 pp | Appaloosa -0.69 pp |
| OORCLOracle Corp | trimmed | 8 | -0.40 pp | Jensen -0.35 pp |
| VVVISA Inc. | trimmed | 8 | -2.68 pp | Tiger Global -2.13 pp |
| WWMTWalmart Inc. | trimmed | 8 | -0.30 pp | Sequoia -0.11 pp |
| AAXPAmerican Express Company | trimmed | 7 | +0.57 pp | Matrix -0.16 pp |
| C—Comcast Corp. Spl Cl A | trimmed | 7 | +0.32 pp | Dodge & Cox 0.00 pp |
C COPConocoPhillips | trimmed | 7 | +0.17 pp | Berkshire -0.57 pp |
| DDISThe Walt Disney Company | trimmed | 7 | -3.01 pp | Third Point -1.79 pp |
| XXOMExxon Mobil Corp | trimmed | 7 | -0.07 pp | Century -0.14 pp |
| G—General Electric Co | trimmed | 7 | +0.29 pp | Mairs -0.16 pp |