| Stock | Move | Managers | Total | Largest |
|---|
G GSGoldman Sachs Group Inc. | trimmed | 11 | -1.13 pp | Pabrai -1.40 pp |
J JNJJohnson & Johnson | trimmed | 11 | -16.88 pp | Fairfax -16.49 pp |
M MAMastercard Incorporated | trimmed | 10 | +2.34 pp | Viking -0.33 pp |
B BACBank of America Corporation | trimmed | 9 | -2.46 pp | Pabrai -1.33 pp |
B BNYBank of New York Mellon Corporation | trimmed | 9 | +1.18 pp | Markel -0.15 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | trimmed | 9 | -2.67 pp | Gates Trust -2.24 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 9 | +0.58 pp | Greenberg -0.27 pp |
A AIGAmerican International Group, Inc. | trimmed | 8 | -13.55 pp | Fairholme -7.02 pp |
C COPConocoPhillips | trimmed | 8 | -0.67 pp | Berkshire -0.27 pp |
G GLWCorning Incorporated | trimmed | 8 | +1.35 pp | Check +0.01 pp |
J JPMJPMorgan Chase & Co. | trimmed | 8 | -0.90 pp | Hillman -0.99 pp |
O ORCLOracle Corp | trimmed | 8 | +0.50 pp | PRIMECAP -0.35 pp |
W WFCWells Fargo & Co. | trimmed | 8 | -0.41 pp | Egerton -0.56 pp |
K KOCoca-Cola Company | trimmed | 7 | -0.51 pp | Davis -0.39 pp |
C CMCSAComcast Corp | trimmed | 7 | 0.00 pp | Soros -0.14 pp |
X XOMExxon Mobil Corp | trimmed | 7 | +0.52 pp | Ariel 0.00 pp |
M METAMeta Platforms, Inc. Class A | trimmed | 7 | -2.82 pp | Lone Pine -1.05 pp |
| G—General Electric Co | trimmed | 7 | +0.11 pp | Sound Shore -0.03 pp |
I INTCIntel Corp | trimmed | 7 | -0.54 pp | Hillman -1.03 pp |
M METMetLife, Inc. | trimmed | 7 | -4.79 pp | Cooperman -2.00 pp |
| M—Monsanto Co | trimmed | 7 | -2.27 pp | Lone Pine -1.47 pp |
N NVSNovartis AG | trimmed | 7 | -0.97 pp | Maverick -0.56 pp |
M MMM3M Company | trimmed | 7 | +0.08 pp | Jensen -0.68 pp |
V VVISA Inc. | trimmed | 7 | -0.26 pp | Tiger Global -1.23 pp |
A ADBEAdobe Inc. | trimmed | 6 | -4.39 pp | ValueAct -2.14 pp |
A AAPLApple Inc. | trimmed | 6 | +0.43 pp | Appaloosa -0.35 pp |
B BDXBecton, Dickinson and Co. | trimmed | 6 | -0.39 pp | Torray -0.36 pp |
| C—Charter Comm's Inc | trimmed | 6 | -6.65 pp | Maverick -1.83 pp |
D DISThe Walt Disney Company | trimmed | 6 | +0.04 pp | Viking -0.22 pp |
E EMREmerson Electric Co. | trimmed | 6 | -1.75 pp | Century -1.72 pp |
| L—Liberty Media Corp Delaware | trimmed | 6 | -4.93 pp | Kensico -2.60 pp |
L LOWLowe's Companies Inc. | trimmed | 6 | -1.67 pp | Greenhaven -1.32 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | -1.00 pp | Check -0.44 pp |
P PFEPfizer Inc. | trimmed | 6 | -1.35 pp | Kahn -0.98 pp |
P PGProcter & Gamble Company | trimmed | 6 | -2.08 pp | Pershing -1.18 pp |
Q QCOMQualcomm Inc | trimmed | 6 | -2.66 pp | Appaloosa -1.68 pp |
T TWXTime Warner Inc | trimmed | 6 | -3.30 pp | Coatue -1.09 pp |
| V—Valeant Pharmaceuticals Intl | trimmed | 6 | -1.43 pp | Greenberg -1.39 pp |
W WMTWalmart Inc. | trimmed | 6 | -1.31 pp | Check -1.30 pp |
| D—Delphi Automotive PLC | trimmed | 6 | -5.21 pp | Oaktree -3.16 pp |
A ABTAbbott Laboratories | trimmed | 5 | -0.86 pp | Jensen -1.11 pp |
A AMGNAmgen Inc | trimmed | 5 | -0.45 pp | PRIMECAP -0.40 pp |
C CVSCvs Health Corporation | trimmed | 5 | +0.21 pp | Weitz -0.41 pp |
K KMXCarMax Inc. | trimmed | 5 | -1.26 pp | Markel -0.90 pp |
C CATCaterpillar Inc. | trimmed | 5 | -0.01 pp | Mairs -0.01 pp |
C CCitigroup Inc. | trimmed | 5 | -1.39 pp | Appaloosa -1.24 pp |
| C—Comcast Corp. Spl Cl A | trimmed | 5 | -1.51 pp | Greenberg -1.53 pp |
D DVNDevon Energy Corporation | trimmed | 5 | -3.10 pp | Greenhaven -2.00 pp |
D DEODiageo plc | trimmed | 5 | -0.28 pp | Markel -0.21 pp |
E ECLEcolab, Inc. | trimmed | 5 | -0.67 pp | Cantillon -0.29 pp |
F FDXFedEx Corporation | trimmed | 5 | +2.51 pp | Dodge & Cox -0.12 pp |
| H—Hewlett Packard Co | trimmed | 5 | +0.25 pp | FPA -0.74 pp |
H HDHome Depot, Inc. | trimmed | 5 | -0.05 pp | Maverick -0.03 pp |
L LLoews Corporation | trimmed | 5 | -0.47 pp | Davis -0.36 pp |
M MASMasco Corporation | trimmed | 5 | -0.57 pp | Appaloosa -0.20 pp |
M MCDMcDonald's Corporation | trimmed | 5 | -1.64 pp | Check -1.60 pp |
M MRKMerck & Co., Inc. | trimmed | 5 | -2.77 pp | Sound Shore -2.32 pp |
M MSIMotorola Solutions, Inc. New | trimmed | 5 | -1.91 pp | Tiger Global -1.32 pp |
O ORLYO'Reilly Automotive, Inc. | trimmed | 5 | -1.31 pp | Akre -0.56 pp |
P PMPhilip Morris International Inc. | trimmed | 5 | -0.65 pp | Kensico -0.58 pp |
U UTXZRTX Corporation | trimmed | 5 | -1.33 pp | Vulcan -0.99 pp |
S SLBSLB Limited | trimmed | 5 | -1.64 pp | Soros -0.73 pp |
T TXNTexas Instruments Incorporated | trimmed | 5 | -1.30 pp | Oakmark -0.60 pp |
| T—Twenty First Centy Fox Inc | trimmed | 5 | -4.07 pp | Egerton -1.85 pp |
| A—Aon PLC | trimmed | 5 | -4.89 pp | Weitz -2.80 pp |
L LBTYALiberty Global Ltd. Class A | trimmed | 5 | -4.02 pp | Third Point -2.30 pp |
S SSYSStratasys Inc (ISRAEL) | trimmed | 5 | -1.68 pp | Tiger Global -1.73 pp |
A AAgilent Technologies Inc. | trimmed | 4 | -0.18 pp | Greenhaven -0.17 pp |
A AMATApplied Materials Inc | trimmed | 4 | -0.69 pp | Sound Shore -0.39 pp |
A ADPAutomatic Data Processing | trimmed | 4 | +0.16 pp | First Eagle -0.03 pp |
B BIDUBaidu, Inc. | trimmed | 4 | -0.99 pp | Viking -1.03 pp |
| B—Baker Hughes Inc. | trimmed | 4 | -0.39 pp | Pzena -0.23 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 4 | -1.27 pp | Davis -0.87 pp |
B BABoeing Company | trimmed | 4 | -1.57 pp | Hillman -1.47 pp |
C COFCapital One Financial | trimmed | 4 | -1.49 pp | Viking -1.43 pp |
C CVXChevron Corporation | trimmed | 4 | -0.11 pp | Dodge & Cox -0.11 pp |
C CLColgate-Palmolive Company | trimmed | 4 | +0.01 pp | Jensen -0.02 pp |
D DALDelta Air Lines, Inc. | trimmed | 4 | -18.50 pp | Altimeter -15.08 pp |
F FISVFiserv, Inc. | trimmed | 4 | -0.36 pp | Egerton -0.74 pp |
G GDGeneral Dynamics Corporation | trimmed | 4 | -0.40 pp | Torray -0.21 pp |
H HONHoneywell International, Inc. | trimmed | 4 | -0.16 pp | First Eagle -0.10 pp |
I IBMInternational Business Machines Corporation | trimmed | 4 | -0.13 pp | Sequoia -0.10 pp |
L LMLegg Mason, Inc. | trimmed | 4 | -0.39 pp | Greenlight -0.47 pp |
L LMTLockheed Martin Corp. | trimmed | 4 | -0.41 pp | First Eagle -0.40 pp |
| M—McGraw Hill | trimmed | 4 | -1.43 pp | Jericho -1.45 pp |
M MUMicron Technology, Inc. | trimmed | 4 | -1.20 pp | Viking -0.74 pp |
N NFLXNetFlix Inc | trimmed | 4 | -4.09 pp | Icahn -3.73 pp |
N NKENike, Inc. | trimmed | 4 | -4.31 pp | Egerton -2.14 pp |
O OXYOccidental Petroleum Corporation | trimmed | 4 | -1.06 pp | Davis -0.54 pp |
O OMCOmnicom Group Inc. | trimmed | 4 | -0.30 pp | Jensen -0.23 pp |
P PXGBXPraxair Inc | trimmed | 4 | -0.08 pp | Greenhaven -0.09 pp |
P PGRProgressive Corporation | trimmed | 4 | -0.28 pp | Davis -0.21 pp |
R RDS.ARoyal Dutch Shell PLC | trimmed | 4 | -0.01 pp | Russo -0.01 pp |
| R—Ryanair Holdings PLC ADR | trimmed | 4 | -9.78 pp | Causeway -9.39 pp |
C CRMSalesforce, Inc. | trimmed | 4 | -0.48 pp | Soros -0.27 pp |
S STTState Street Corporation | trimmed | 4 | -0.08 pp | Brandes -0.06 pp |
S SYYSysco Corporation | trimmed | 4 | +0.04 pp | First Eagle -0.01 pp |
T TJXTJX Companies, Inc. (The) | trimmed | 4 | +0.65 pp | Baillie +0.01 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 4 | +0.01 pp | Sound Shore -0.17 pp |
T TIFTiffany & Co. | trimmed | 4 | +0.14 pp | Davis 0.00 pp |