| Stock | Move | Managers | Total | Largest |
|---|
A AALAmerican Airlines Group Inc. | new | 7 | +13.32 pp | Causeway +3.50 pp |
E EBAYeBay Inc | new | 7 | +15.12 pp | Maverick +4.06 pp |
G GHCGraham Holdings Company | new | 6 | +4.12 pp | Southeastern +1.76 pp |
T TWTRTwitter, Inc. | new | 6 | +1.35 pp | Baillie +0.60 pp |
| E—E M C Corp Mass | new | 5 | +4.69 pp | Causeway +3.42 pp |
| Z—Zulily Inc | new | 5 | +1.24 pp | Miller +1.06 pp |
A ABEVAmbev S.a. | new | 4 | +5.81 pp | Cantillon +3.87 pp |
B BIDUBaidu, Inc. | new | 4 | +5.04 pp | Third Point +2.02 pp |
B BACBank of America Corporation | new | 4 | +3.21 pp | Egerton +2.05 pp |
T TCSThe Container Store Group, Inc. | new | 4 | +1.51 pp | Oaktree +0.97 pp |
G GLPIGaming and Leisure Properties, Inc. | new | 4 | +7.31 pp | PAR +3.59 pp |
S SIRISirius XM Holdings, Inc | new | 4 | +5.78 pp | Cooperman +3.88 pp |
V VZVerizon Communications | new | 4 | +0.67 pp | Viking +0.31 pp |
E ESNTEssent Group LTD | new | 4 | +3.23 pp | Soros +2.34 pp |
A AAPLApple Inc. | added | 14 | +9.69 pp | Coatue +6.13 pp |
O ORCLOracle Corp | added | 14 | +10.12 pp | Weitz +2.24 pp |
C CSCOCisco Systems, Inc. (DE) | added | 13 | -0.83 pp | Yacktman +0.50 pp |
W WMTWalmart Inc. | added | 12 | +0.44 pp | Gates Trust +0.33 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 11 | -0.55 pp | Check +0.06 pp |
X XOMExxon Mobil Corp | added | 11 | +3.77 pp | Semper +1.92 pp |
M MSFTMicrosoft Corp | added | 11 | +0.32 pp | Miller +0.29 pp |
Q QCOMQualcomm Inc | added | 11 | +2.46 pp | Egerton +0.63 pp |
I INTCIntel Corp | added | 10 | +2.19 pp | Pzena +1.13 pp |
J JNJJohnson & Johnson | added | 10 | -0.18 pp | Ariel +0.23 pp |
9 9990302DApache Corp | added | 9 | -0.12 pp | Oakmark +0.26 pp |
V VVISA Inc. | added | 9 | +1.10 pp | Oakmark +0.26 pp |
W WFCWells Fargo & Co. | added | 9 | +1.12 pp | Causeway +0.83 pp |
| G—Google Inc. | added | 8 | +0.31 pp | Whale Rock +2.31 pp |
I IBMInternational Business Machines Corporation | added | 8 | +0.29 pp | Check +0.23 pp |
N NOVNOV Inc. | added | 8 | +0.84 pp | Maverick +1.44 pp |
P PEPPepsiCo, Inc. | added | 8 | +0.90 pp | Yacktman +0.95 pp |
D DISThe Walt Disney Company | added | 7 | +2.92 pp | Egerton +2.01 pp |
| D—Directv | added | 7 | +0.97 pp | Check +0.48 pp |
H HALHalliburton Company | added | 7 | +0.19 pp | Soros +1.44 pp |
9 99803EURLaboratory Crp Of Amer Hldgs | added | 7 | +1.11 pp | Check +1.11 pp |
S SLBSLB Limited | added | 7 | -0.76 pp | Markel +0.03 pp |
A AMZNAmazon.Com Inc | added | 6 | +11.17 pp | Whale Rock +7.96 pp |
C CCitigroup Inc. | added | 6 | +0.46 pp | Maverick +0.60 pp |
| G—General Electric Co | added | 6 | +1.19 pp | Markel +0.29 pp |
G GMGeneral Motors Company | added | 6 | +3.69 pp | Soros +1.83 pp |
J JPMJPMorgan Chase & Co. | added | 6 | +0.23 pp | Oakmark +0.16 pp |
M MAMastercard Incorporated | added | 6 | +2.14 pp | Lone Pine +1.42 pp |
U USBU.S. Bancorp | added | 6 | +0.19 pp | Ariel +0.08 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 6 | +0.44 pp | Dodge & Cox +0.39 pp |
A AIGAmerican International Group, Inc. | added | 5 | -0.42 pp | Oakmark +0.06 pp |
C CVXChevron Corporation | added | 5 | -0.07 pp | Markel +0.06 pp |
K KOCoca-Cola Company | added | 5 | +0.55 pp | Yacktman +0.60 pp |
| C—Crwn Castle Int'l Corp. | added | 5 | +4.49 pp | Jericho +2.02 pp |
| E—E M C Corp Mass | added | 5 | +0.39 pp | Wedgewood +0.26 pp |
| EEBAYeBay Inc | added | 5 | -0.14 pp | Yacktman +1.51 pp |
| E—Express Scripts Hldg Co | added | 5 | +3.19 pp | Greenberg +2.01 pp |
H HSBCHSBC Holdings PLC | added | 5 | +0.60 pp | Causeway +0.51 pp |
| H—Hewlett Packard Co | added | 5 | +1.86 pp | Dodge & Cox +1.12 pp |
M MCDMcDonald's Corporation | added | 5 | +1.80 pp | Matrix +0.86 pp |
M MCOMoody's Corporation | added | 5 | +3.58 pp | Jericho +3.68 pp |
P PFEPfizer Inc. | added | 5 | +0.25 pp | First Eagle +0.16 pp |
P PMPhilip Morris International Inc. | added | 5 | 0.00 pp | Fundsmith +0.34 pp |
P PXGBXPraxair Inc | added | 5 | +0.66 pp | Jensen +0.34 pp |
P PGProcter & Gamble Company | added | 5 | +0.18 pp | Yacktman +0.16 pp |
S SNYSanofi | added | 5 | +1.28 pp | Causeway +0.84 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 5 | +1.12 pp | Oaktree +1.14 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 5 | +1.26 pp | Greenhaven +0.87 pp |
| W—Wellpoint Inc | added | 5 | +0.28 pp | Baillie +0.09 pp |
T TAT&T Inc. | added | 4 | +1.00 pp | Torray +0.92 pp |
A AMTAmerican Tower Corporation | added | 4 | +1.81 pp | Soros +0.91 pp |
B BPBP p.l.c. | added | 4 | +1.47 pp | Baupost +1.04 pp |
| BBIDUBaidu, Inc. | added | 4 | +2.21 pp | Coatue +1.45 pp |
| BBACBank of America Corporation | added | 4 | -0.21 pp | Oakmark +0.44 pp |
B BNYBank of New York Mellon Corporation | added | 4 | +0.80 pp | Oakmark +0.37 pp |
C CHRWC.H. Robinson Worldwide, Inc. | added | 4 | -0.29 pp | Davis 0.00 pp |
C COFCapital One Financial | added | 4 | +2.30 pp | Maverick +1.28 pp |
| C—Coach Inc | added | 4 | +0.09 pp | Dodge & Cox +0.24 pp |
C CLColgate-Palmolive Company | added | 4 | +0.05 pp | First Eagle +0.04 pp |
| C—Comcast Corp. Spl Cl A | added | 4 | +0.27 pp | Russo +0.16 pp |
C CMAComerica Incorporated | added | 4 | +0.87 pp | Pzena +0.58 pp |
D DISHDISH Network Corp. | added | 4 | +2.28 pp | Soros +1.29 pp |
| D—Du Pont E I De Nemours & Co | added | 4 | +2.27 pp | Jensen +1.89 pp |
L LLYEli Lilly & Co. | added | 4 | -0.08 pp | Brandes +0.15 pp |
L LOWLowe's Companies Inc. | added | 4 | -0.42 pp | First Eagle +0.04 pp |
| M—Medtronic Inc | added | 4 | +0.41 pp | Check +0.38 pp |
M MRKMerck & Co., Inc. | added | 4 | +0.10 pp | Matrix +0.06 pp |
N NFLXNetFlix Inc | added | 4 | +1.47 pp | Tiger Global +0.71 pp |
N NEMNewmont Corporation | added | 4 | -2.08 pp | Third Ave -0.08 pp |
O OCOwens Corning | added | 4 | +0.43 pp | PAR +0.35 pp |
P PBR.APetroleo Brasileiro S.A.-Petrobras | added | 4 | -1.01 pp | Baillie -0.03 pp |
R RRCRange Resources Corp | added | 4 | +0.56 pp | Sequoia +0.39 pp |
R RDS.ARoyal Dutch Shell PLC | added | 4 | +0.72 pp | Causeway +0.64 pp |
T TDGTransDigm Group Incorporated | added | 4 | +1.93 pp | Tiger Global +0.98 pp |
| T—Twenty First Centy Fox Inc | added | 4 | -0.26 pp | Viking +0.40 pp |
U UNUnilever N V -ny Shares | added | 4 | +1.39 pp | Vulcan +0.67 pp |
| V—Vodafone Group PLC New | added | 4 | +0.71 pp | Causeway +0.55 pp |
W WUThe Western Union Company | added | 4 | -0.62 pp | Mairs +0.38 pp |
L LBTYALiberty Global Ltd. Class A | added | 4 | +2.34 pp | Egerton +1.70 pp |
L LBTYKLiberty Global Ltd. Class C | added | 4 | +0.99 pp | Lone Pine +0.60 pp |
0 0VQJLTe Connectivity Ltd | added | 4 | +0.03 pp | FPA +0.28 pp |
F FLEXFlex Ltd. | added | 4 | +0.54 pp | Brandes +0.89 pp |
| MMSFTMicrosoft Corp | trimmed | 17 | -7.86 pp | Soros -5.56 pp |
| G—Google Inc. | trimmed | 16 | +5.79 pp | Pzena -1.53 pp |
A AXPAmerican Express Company | trimmed | 14 | -0.91 pp | Matrix -0.76 pp |
| P—Priceline Grp Inc | trimmed | 13 | -15.75 pp | Altimeter -6.60 pp |