Q1 2014 season
Filings
| EngagedGlenn Welling | Jul 14 | $146M | 151 amend. | 3 | 0 |
| TrianNelson Peltz | Jun 30 | $6.1B | 121 amend. | 1 | 0 |
| GreenlightDavid Einhorn | May 16 | $6.6B | 401 amend. | 9 | 7 |
| Abrams BisonGavin Abrams | May 15 | $1.2B | 8 | 0 | 1 |
| AltimeterBrad Gerstner | May 15 | $964M | 34 | 1 | 2 |
| AppaloosaDavid Tepper | May 15 | $7.5B | 56 | 3 | 14 |
| AtlanticAlex Roepers | May 15 | $1.5B | 12 | 3 | 7 |
| BaronRon Baron | May 15 | $24.5B | 358 | 36 | 25 |
| BerkshireGreg Abel | May 15 | $105.8B | 45 | 2 | 0 |
| CoatuePhilippe Laffont | May 15 | $5.7B | 39 | 8 | 17 |
| CoopermanLeon Cooperman | May 15 | $7.5B | 79 | 11 | 9 |
| FairholmeBruce Berkowitz | May 15 | $9.9B | 47 | 2 | 0 |
| Gates TrustMichael Larson | May 15 | $19.8B | 20 | 2 | 0 |
| GreenbergGlenn Greenberg | May 15 | $2.5B | 12 | 0 | 2 |
| IcahnCarl Icahn | May 15 | $32.9B | 19 | 1 | 0 |
| JerichoJosh Resnick | May 15 | $1.4B | 23 | 11 | 9 |
| KensicoJohn Whalen | May 15 | $4.4B | 33 | 7 | 8 |
| Lone PineDavid Craver | May 15 | $22.3B | 47 | 13 | 12 |
| MairsAndrew Adams | May 15 | $6.7B | 205 | 10 | 15 |
| MaverickBen Silver | May 15 | $7.1B | 49 | 15 | 30 |
Shared moves
| VODVodafone Group PLC | +6.42 pp | Jericho+2.61 pp | |
| VZVerizon Communications | +4.92 pp | Third Point+2.62 pp | |
| unresolvedAshland Inc New | +4.48 pp | Maverick+3.10 pp | |
| unresolvedBoardwalk Pipeline Partners | +1.89 pp | Torray+1.77 pp | |
| CSLTCastlight Health, Inc. | +0.19 pp | Maverick+0.12 pp | |
| KNKnowles Corporation | +0.93 pp | Vulcan+0.70 pp | |
| CTRPTrip.com Group Limited | +5.68 pp | Coatue+3.22 pp | |
| ENDPQEndo International PLC | +2.57 pp | Lone Pine+1.29 pp | |
| LBTYKLiberty Global Ltd. Class C | +9.51 pp | Maverick+4.33 pp |
Where the managers disagree
| MSFTMicrosoft Corp | 15+31.86 pp | 12-4.36 pp | +27.50 pp |
| WFCWells Fargo & Co. | 10+8.62 pp | 8-2.49 pp | +6.13 pp |
| AAPLApple Inc. | 8+9.43 pp | 7-12.84 pp | -3.41 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 7+5.66 pp | 8-3.04 pp | +2.62 pp· 2 swapped classes |
| ORCLOracle Corp | 9+4.29 pp | 6-1.32 pp | +2.97 pp |
| MAMastercard Incorporated | 4+0.65 pp | 11-11.72 pp | -11.07 pp |
| CCitigroup Inc. | 9+3.94 pp | 5-4.41 pp | -0.47 pp |
| QCOMQualcomm Inc | 7+4.76 pp | 6-5.10 pp | -0.34 pp |
| VVISA Inc. | 7+3.86 pp | 6-3.57 pp | +0.29 pp |
| GMGeneral Motors Company | 6+2.16 pp | 6-12.67 pp | -10.51 pp |
Most widely held
| MSFTMicrosoft Corp | 2.8% | 22.1% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 2.8% | 48.6% | |
| AAPLApple Inc. | 1.5% | 16.3% | |
| WFCWells Fargo & Co. | 3.7% | 61.3% | |
| JNJJohnson & Johnson | 1.4% | 9.7% | |
| ORCLOracle Corp | 3.3% | 12.9% | |
| XOMExxon Mobil Corp | 0.2% | 16.0% | |
| VVISA Inc. | 1.3% | 7.3% | |
| QCOMQualcomm Inc | 2.1% | 7.0% | |
| IBMInternational Business Machines Corporation | 0.1% | 12.4% |
Across the managers
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 3 quarters up to the prior season.






































































