| Stock | Move | Managers | Total | Largest |
|---|
V VODVodafone Group PLC | new | 9 | +6.42 pp | Jericho +2.61 pp |
V VZVerizon Communications | new | 6 | +4.92 pp | Third Point +2.62 pp |
| A—Ashland Inc New | new | 4 | +4.48 pp | Maverick +3.10 pp |
| B—Boardwalk Pipeline Partners | new | 4 | +1.89 pp | Torray +1.77 pp |
C CSLTCastlight Health, Inc. | new | 4 | +0.19 pp | Maverick +0.12 pp |
K KNKnowles Corporation | new | 4 | +0.93 pp | Vulcan +0.70 pp |
C CTRPTrip.com Group Limited | new | 4 | +5.68 pp | Coatue +3.22 pp |
E ENDPQEndo International PLC | new | 4 | +2.57 pp | Lone Pine +1.29 pp |
L LBTYKLiberty Global Ltd. Class C | new | 4 | +9.51 pp | Maverick +4.33 pp |
M MSFTMicrosoft Corp | added | 14 | +6.57 pp | Kensico +1.74 pp |
O ORCLOracle Corp | added | 13 | +4.15 pp | Greenberg +1.83 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 12 | +4.13 pp | Wedgewood +3.40 pp |
J JNJJohnson & Johnson | added | 12 | +3.42 pp | Check +2.11 pp |
A AAPLApple Inc. | added | 11 | +3.92 pp | Icahn +3.57 pp |
Q QCOMQualcomm Inc | added | 10 | +0.81 pp | Torray +0.56 pp |
W WMTWalmart Inc. | added | 10 | +0.69 pp | Berkshire +0.48 pp |
C CCitigroup Inc. | added | 9 | +1.28 pp | Cooperman +0.48 pp |
| E—E M C Corp Mass | added | 9 | +2.26 pp | Greenlight +1.46 pp |
I INTCIntel Corp | added | 9 | +0.93 pp | Pzena +0.52 pp |
P PGProcter & Gamble Company | added | 9 | +0.51 pp | Jensen +0.56 pp |
V VVISA Inc. | added | 9 | +2.63 pp | Egerton +1.87 pp |
W WFCWells Fargo & Co. | added | 9 | +6.57 pp | Egerton +5.83 pp |
| LLBTYKLiberty Global Ltd. Class C | added | 9 | +6.28 pp | Third Point +2.02 pp |
I IBMInternational Business Machines Corporation | added | 8 | +0.54 pp | Century +1.06 pp |
U USBU.S. Bancorp | added | 8 | +0.42 pp | Berkshire +0.18 pp |
A ABTAbbott Laboratories | added | 7 | +0.29 pp | Southeastern +0.36 pp |
9 9990302DApache Corp | added | 7 | +3.13 pp | Century +2.12 pp |
B BIDUBaidu, Inc. | added | 7 | +7.15 pp | Coatue +2.80 pp |
E EBAYeBay Inc | added | 7 | +0.89 pp | Cooperman +1.46 pp |
X XOMExxon Mobil Corp | added | 7 | -0.08 pp | Ariel +0.02 pp |
| G—General Electric Co | added | 7 | -0.34 pp | Sound Shore +0.32 pp |
J JPMJPMorgan Chase & Co. | added | 7 | +1.89 pp | Cooperman +1.29 pp |
L LOWLowe's Companies Inc. | added | 7 | -0.16 pp | First Eagle +0.34 pp |
M MCDMcDonald's Corporation | added | 7 | +1.25 pp | Check +1.43 pp |
N NOVNOV Inc. | added | 7 | +0.52 pp | First Eagle +0.61 pp |
P PEPPepsiCo, Inc. | added | 7 | +1.73 pp | Fundsmith +0.72 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | +0.24 pp | PRIMECAP +0.45 pp |
K KOCoca-Cola Company | added | 6 | -0.61 pp | Russo 0.00 pp |
C CLColgate-Palmolive Company | added | 6 | +0.89 pp | Torray +0.45 pp |
C CMCSAComcast Corp | added | 6 | +1.14 pp | Soros +0.69 pp |
| G—Google Inc. | added | 6 | +18.79 pp | Duquesne +15.23 pp |
P PMPhilip Morris International Inc. | added | 6 | -0.82 pp | First Eagle +0.01 pp |
P PXGBXPraxair Inc | added | 6 | +1.20 pp | Jensen +0.76 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 6 | +1.54 pp | Oaktree +0.65 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 6 | -0.30 pp | Baillie +0.08 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 6 | +0.18 pp | Dodge & Cox +0.21 pp |
| W—Willis Group Holdings Public | added | 6 | +0.52 pp | Cantillon +1.10 pp |
A AALAmerican Airlines Group Inc. | added | 5 | +5.20 pp | Appaloosa +1.97 pp |
A AIGAmerican International Group, Inc. | added | 5 | +2.23 pp | Viking +1.13 pp |
B BPBP p.l.c. | added | 5 | +0.48 pp | Greenlight +0.43 pp |
C COFCapital One Financial | added | 5 | +1.36 pp | Matrix +0.71 pp |
K KMXCarMax Inc. | added | 5 | +0.27 pp | Akre +0.13 pp |
C CVXChevron Corporation | added | 5 | +0.35 pp | First Eagle +0.43 pp |
D DHRDanaher Corporation | added | 5 | +0.29 pp | Torray +0.42 pp |
D DISThe Walt Disney Company | added | 5 | +0.23 pp | Appaloosa +1.21 pp |
| D—Directv | added | 5 | +1.59 pp | Muhlenkamp +1.39 pp |
B BENFranklin Templeton, Inc. | added | 5 | +0.61 pp | Oakmark +0.28 pp |
G GMGeneral Motors Company | added | 5 | +0.63 pp | Appaloosa +1.07 pp |
S SLBSLB Limited | added | 5 | +1.04 pp | Appaloosa +0.40 pp |
| VVZVerizon Communications | added | 5 | +1.04 pp | Viking +0.57 pp |
| W—Wellpoint Inc | added | 5 | +0.95 pp | Sound Shore +0.66 pp |
A AMZNAmazon.Com Inc | added | 4 | +0.49 pp | Davis +1.00 pp |
A AXPAmerican Express Company | added | 4 | +0.58 pp | Baillie +0.63 pp |
A AMTAmerican Tower Corporation | added | 4 | +1.21 pp | Akre +0.72 pp |
B BACBank of America Corporation | added | 4 | +0.27 pp | Oakmark +0.39 pp |
B BAXBaxter International Inc. | added | 4 | +0.17 pp | Mairs +0.24 pp |
| C—Cigna Corporation | added | 4 | -0.17 pp | Pzena +0.19 pp |
C CVSCvs Health Corporation | added | 4 | +0.20 pp | PRIMECAP +0.23 pp |
| C—Coach Inc | added | 4 | -0.54 pp | Jensen 0.00 pp |
D DALDelta Air Lines, Inc. | added | 4 | +2.08 pp | Appaloosa +0.82 pp |
D DVNDevon Energy Corporation | added | 4 | +0.42 pp | Matrix +0.33 pp |
D DEODiageo plc | added | 4 | +0.50 pp | Oakmark +0.57 pp |
| D—Du Pont E I De Nemours & Co | added | 4 | +1.57 pp | Appaloosa +0.69 pp |
E EOGEOG Resources, Inc. | added | 4 | +1.17 pp | Torray +0.66 pp |
| E—Express Scripts Hldg Co | added | 4 | +2.07 pp | Wedgewood +0.94 pp |
F FASTFastenal Co | added | 4 | +2.02 pp | Polen +1.60 pp |
G GLPIGaming and Leisure Properties, Inc. | added | 4 | -1.46 pp | Cooperman -0.05 pp |
H HALHalliburton Company | added | 4 | +3.63 pp | Appaloosa +3.32 pp |
9 99803EURLaboratory Crp Of Amer Hldgs | added | 4 | +0.74 pp | Davis +0.47 pp |
M MTBM&T Bank Corp. | added | 4 | +0.13 pp | Wedgewood +0.06 pp |
M MAMastercard Incorporated | added | 4 | -0.42 pp | Baron 0.00 pp |
| M—Medtronic Inc | added | 4 | +0.53 pp | Jensen +0.36 pp |
M MDLZMondelez International, Inc. Class A | added | 4 | +0.64 pp | Viking +1.37 pp |
| M—Monsanto Co | added | 4 | +1.83 pp | Maverick +1.71 pp |
M MCOMoody's Corporation | added | 4 | -0.33 pp | Jericho +0.83 pp |
N NTAPNetApp, Inc | added | 4 | +0.28 pp | PRIMECAP +0.22 pp |
N NKENike, Inc. | added | 4 | +0.40 pp | Torray +0.30 pp |
N NVSNovartis AG | added | 4 | +0.08 pp | Maverick +0.14 pp |
O OCOwens Corning | added | 4 | +0.56 pp | Greenhaven +0.34 pp |
P PFEPfizer Inc. | added | 4 | -0.31 pp | Matrix +0.01 pp |
U UTXZRTX Corporation | added | 4 | +0.76 pp | Torray +0.61 pp |
C CRMSalesforce, Inc. | added | 4 | +0.54 pp | PAR +0.32 pp |
S SNYSanofi | added | 4 | +0.25 pp | Sound Shore +0.48 pp |
M MMM3M Company | added | 4 | -0.57 pp | Jensen -0.03 pp |
| U—Unilever Spn.Adr 1:1 | added | 4 | +0.66 pp | Markel +0.52 pp |
U UALUnited Airlines Holdings, Inc. | added | 4 | +0.82 pp | Altimeter +0.40 pp |
| V—Valeant Pharmaceuticals Intl | added | 4 | +4.59 pp | Maverick +2.00 pp |
| W—Walgreen Co | added | 4 | +5.10 pp | Viking +3.57 pp |
| MMSFTMicrosoft Corp | trimmed | 15 | -2.19 pp | Century -1.21 pp |
| G—Google Inc. | trimmed | 12 | -6.73 pp | Coatue -2.29 pp |