| Stock | Move | Managers | Total | Largest |
|---|
X XOMExxon Mobil Corp | trimmed | 11 | -0.78 pp | Markel -0.20 pp |
| P—Priceline Grp Inc | trimmed | 10 | -17.05 pp | PAR -6.16 pp |
V VVISA Inc. | trimmed | 10 | -3.53 pp | Wedgewood -1.73 pp |
A AXPAmerican Express Company | trimmed | 9 | -2.98 pp | Egerton -1.47 pp |
A AIGAmerican International Group, Inc. | trimmed | 9 | -8.03 pp | Fairholme -3.67 pp |
B BACBank of America Corporation | trimmed | 9 | -3.22 pp | Pabrai -3.12 pp |
D DISThe Walt Disney Company | trimmed | 9 | -0.18 pp | Davis -0.23 pp |
M MAMastercard Incorporated | trimmed | 9 | -7.18 pp | Akre -2.79 pp |
O ORCLOracle Corp | trimmed | 9 | +0.23 pp | Pzena -0.36 pp |
A AAPLApple Inc. | trimmed | 8 | -10.44 pp | Coatue -6.12 pp |
B BNYBank of New York Mellon Corporation | trimmed | 8 | -2.11 pp | Vulcan -1.01 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | trimmed | 8 | +0.56 pp | Fairholme -0.51 pp |
Q QCOMQualcomm Inc | trimmed | 8 | -4.12 pp | Lone Pine -1.39 pp |
S SLBSLB Limited | trimmed | 8 | +0.42 pp | PRIMECAP -0.06 pp |
W WFCWells Fargo & Co. | trimmed | 8 | +1.52 pp | Century -0.15 pp |
C CATCaterpillar Inc. | trimmed | 7 | +0.18 pp | Oakmark -0.01 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 7 | -1.34 pp | Century -1.24 pp |
| D—Du Pont E I De Nemours & Co | trimmed | 7 | +0.01 pp | Sound Shore -0.04 pp |
M METAMeta Platforms, Inc. Class A | trimmed | 7 | -6.01 pp | Jericho -2.94 pp |
G GSGoldman Sachs Group Inc. | trimmed | 7 | -0.77 pp | Pzena -0.21 pp |
P PEPPepsiCo, Inc. | trimmed | 7 | -0.35 pp | First Eagle -0.20 pp |
| B—Baker Hughes Inc. | trimmed | 6 | -0.51 pp | Atlantic -0.81 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | +0.32 pp | Akre -0.08 pp |
K KOCoca-Cola Company | trimmed | 6 | -4.96 pp | Cantillon -3.97 pp |
| C—Comcast Corp. Spl Cl A | trimmed | 6 | -0.95 pp | Cooperman -0.52 pp |
G GLWCorning Incorporated | trimmed | 6 | -2.41 pp | Matrix -2.25 pp |
| E—Express Scripts Hldg Co | trimmed | 6 | -1.36 pp | Vulcan -0.86 pp |
F FDXFedEx Corporation | trimmed | 6 | -4.56 pp | Third Point -2.65 pp |
G GDGeneral Dynamics Corporation | trimmed | 6 | -1.48 pp | Abrams Bison -0.70 pp |
M MRKMerck & Co., Inc. | trimmed | 6 | -1.11 pp | Semper -0.72 pp |
| M—Monsanto Co | trimmed | 6 | -1.50 pp | Soros -0.88 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 6 | -1.85 pp | Sound Shore -0.75 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 6 | -1.89 pp | Sound Shore -0.69 pp |
| T—Twenty First Centy Fox Inc | trimmed | 6 | -5.29 pp | Egerton -2.91 pp |
A AMZNAmazon.Com Inc | trimmed | 5 | -8.23 pp | Coatue -3.93 pp |
| A—Apollo Group Inc Class A | trimmed | 5 | -0.74 pp | Ariel -0.36 pp |
C CMCSAComcast Corp | trimmed | 5 | -0.53 pp | Dodge & Cox -0.42 pp |
C COPConocoPhillips | trimmed | 5 | -0.40 pp | First Eagle -0.21 pp |
| D—Directv | trimmed | 5 | -0.05 pp | Sound Shore -0.43 pp |
| G—General Electric Co | trimmed | 5 | -0.48 pp | Dodge & Cox -0.26 pp |
H HALHalliburton Company | trimmed | 5 | +0.77 pp | Soros -0.40 pp |
| H—Hewlett Packard Co | trimmed | 5 | -0.53 pp | Weitz -1.02 pp |
H HDHome Depot, Inc. | trimmed | 5 | -0.14 pp | Markel -0.20 pp |
I INTCIntel Corp | trimmed | 5 | -0.76 pp | Century -0.49 pp |
I IBMInternational Business Machines Corporation | trimmed | 5 | -0.04 pp | Sequoia -0.03 pp |
N NFLXNetFlix Inc | trimmed | 5 | -1.86 pp | Miller -0.94 pp |
P PFEPfizer Inc. | trimmed | 5 | -0.14 pp | First Eagle -0.18 pp |
P PMPhilip Morris International Inc. | trimmed | 5 | -0.27 pp | Davis -0.21 pp |
R RDS.ARoyal Dutch Shell PLC | trimmed | 5 | -0.59 pp | Semper -0.31 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 5 | -0.11 pp | Torray -0.64 pp |
W WMTWalmart Inc. | trimmed | 5 | -0.70 pp | Tweedy -0.40 pp |
L LBTYALiberty Global Ltd. Class A | trimmed | 5 | -5.07 pp | Coatue -2.35 pp |
0 0VQJLTe Connectivity Ltd | trimmed | 5 | -2.37 pp | Greenhaven -2.06 pp |
A ABBVAbbvie Inc. | trimmed | 4 | -0.58 pp | Soros -0.56 pp |
A ADBEAdobe Inc. | trimmed | 4 | -0.30 pp | Dodge & Cox -0.19 pp |
A AAgilent Technologies Inc. | trimmed | 4 | -3.28 pp | Greenhaven -2.83 pp |
A APDAir Products & Chemicals, Inc. | trimmed | 4 | -1.84 pp | Greenhaven -1.99 pp |
9 9990302DApache Corp | trimmed | 4 | -0.17 pp | First Eagle -0.12 pp |
B BIDUBaidu, Inc. | trimmed | 4 | -4.90 pp | Baillie -1.88 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 4 | -0.02 pp | Mairs -0.02 pp |
C CVSCvs Health Corporation | trimmed | 4 | -3.45 pp | Davis -3.43 pp |
C CNQCanadian Natural Resources Limited | trimmed | 4 | +0.83 pp | Sequoia +0.01 pp |
C COFCapital One Financial | trimmed | 4 | -1.17 pp | Viking -0.99 pp |
K KMXCarMax Inc. | trimmed | 4 | -0.37 pp | Markel -0.34 pp |
C CVXChevron Corporation | trimmed | 4 | -0.21 pp | Dodge & Cox -0.15 pp |
C CLColgate-Palmolive Company | trimmed | 4 | -1.79 pp | Fundsmith -1.69 pp |
C COSTCostco Wholesale Corp | trimmed | 4 | -0.30 pp | Davis -0.14 pp |
D DVNDevon Energy Corporation | trimmed | 4 | +0.04 pp | Oakmark -0.38 pp |
D DEODiageo plc | trimmed | 4 | -0.62 pp | Markel -0.47 pp |
E EBAYeBay Inc | trimmed | 4 | -0.23 pp | Baillie -0.14 pp |
G GMGeneral Motors Company | trimmed | 4 | -2.51 pp | Soros -1.33 pp |
G GHCGraham Holdings Company | trimmed | 4 | +0.14 pp | Ariel -0.15 pp |
J JPMJPMorgan Chase & Co. | trimmed | 4 | +0.25 pp | Pzena -0.01 pp |
J JNJJohnson & Johnson | trimmed | 4 | +0.71 pp | PRIMECAP -0.14 pp |
L LMTLockheed Martin Corp. | trimmed | 4 | -0.24 pp | First Eagle -0.20 pp |
M METMetLife, Inc. | trimmed | 4 | -2.00 pp | Viking -0.87 pp |
M MSIMotorola Solutions, Inc. New | trimmed | 4 | -1.61 pp | Tiger Global -0.85 pp |
N NOVNOV Inc. | trimmed | 4 | -1.28 pp | Maverick -0.89 pp |
N NVSNovartis AG | trimmed | 4 | -0.10 pp | PRIMECAP -0.27 pp |
O OMCOmnicom Group Inc. | trimmed | 4 | -0.86 pp | Jensen -0.48 pp |
P PGRProgressive Corporation | trimmed | 4 | -0.52 pp | Davis -0.32 pp |
T TJXTJX Companies, Inc. (The) | trimmed | 4 | -1.10 pp | Sequoia -0.97 pp |
T TXNTexas Instruments Incorporated | trimmed | 4 | -0.22 pp | Sound Shore -0.24 pp |
M MMM3M Company | trimmed | 4 | -0.23 pp | Tweedy -0.15 pp |
T TWXTime Warner Inc | trimmed | 4 | -1.88 pp | Coatue -1.49 pp |
U USBU.S. Bancorp | trimmed | 4 | +0.01 pp | Oakmark -0.15 pp |
| V—Valeant Pharmaceuticals Intl | trimmed | 4 | +1.62 pp | Weitz -0.54 pp |
| W—Wellpoint Inc | trimmed | 4 | -0.60 pp | Torray -0.71 pp |
W WDAYWorkday, Inc. Class A | trimmed | 4 | +2.37 pp | Coatue 0.00 pp |
Z ZBHZimmer Biomet Holdings, Inc. | trimmed | 4 | -0.08 pp | Matrix -0.06 pp |
| A—Aon PLC | trimmed | 4 | -0.45 pp | Weitz -0.66 pp |
| C—Covidien PLC | trimmed | 4 | +0.16 pp | FPA -0.09 pp |
| V—Vodafone Group PLC New | exited | 8 | -6.45 pp | Sound Shore -2.49 pp |
| G—Google Inc. | exited | 6 | -17.91 pp | Wedgewood -5.78 pp |
| AAMZNAmazon.Com Inc | exited | 5 | -14.56 pp | Jericho -5.87 pp |
| E—Endo Health Sol'ns Inc. | exited | 4 | -4.73 pp | Duquesne -2.37 pp |
| L—Life Technologies Corp | exited | 4 | -1.40 pp | PRIMECAP -1.17 pp |
| MMETMetLife, Inc. | exited | 4 | -1.40 pp | Maverick -1.27 pp |
| T—Time Warner Cable Inc | exited | 4 | -20.33 pp | Triple Frond -18.06 pp |