| Stock | Move | Managers | Total | Largest |
|---|
G GOOGAlphabet Inc. Class C | new | 22 | +41.27 pp | Cantillon +5.42 pp |
D DNOWDNOW Inc. | new | 9 | +1.36 pp | First Eagle +0.42 pp |
| G—Google Inc. | new | 6 | +6.17 pp | Wedgewood +2.25 pp |
J JDJD.com, Inc. | new | 5 | +6.29 pp | Whale Rock +4.03 pp |
T TIMETime Inc | new | 5 | +3.46 pp | Jericho +2.14 pp |
A ALLYAlly Financial Inc. | new | 4 | +20.83 pp | Third Point +13.51 pp |
A ANETArista Networks | new | 4 | +0.19 pp | Lone Pine +0.14 pp |
J JMEINJumei International-adr | new | 4 | +4.64 pp | Whale Rock +4.62 pp |
M MSFTMicrosoft Corp | added | 16 | +2.20 pp | Greenberg +1.54 pp |
O ORCLOracle Corp | added | 12 | -0.39 pp | Torray +0.48 pp |
N NOVNOV Inc. | added | 11 | +2.43 pp | First Eagle +0.57 pp |
V VVISA Inc. | added | 11 | +4.32 pp | Fundsmith +1.46 pp |
A AAPLApple Inc. | added | 10 | +15.14 pp | Coatue +9.52 pp |
E EBAYeBay Inc | added | 10 | -0.82 pp | Weitz +0.64 pp |
J JPMJPMorgan Chase & Co. | added | 10 | +0.54 pp | Davis +0.86 pp |
W WMTWalmart Inc. | added | 10 | +0.29 pp | Dodge & Cox +0.56 pp |
C CSCOCisco Systems, Inc. (DE) | added | 8 | +0.75 pp | Miller +0.35 pp |
C CCitigroup Inc. | added | 8 | +2.78 pp | FPA +1.47 pp |
| E—E M C Corp Mass | added | 8 | +0.74 pp | Causeway +0.91 pp |
| G—Google Inc. | added | 8 | -12.56 pp | Oakmark +0.77 pp |
I INTCIntel Corp | added | 8 | +2.88 pp | Soros +0.87 pp |
Q QCOMQualcomm Inc | added | 8 | +0.58 pp | Torray +0.88 pp |
U USBU.S. Bancorp | added | 8 | -0.03 pp | Ariel +0.06 pp |
| V—Valeant Pharmaceuticals Intl | added | 8 | +2.70 pp | Viking +1.37 pp |
B BIDUBaidu, Inc. | added | 7 | +6.73 pp | Cantillon +1.87 pp |
B BACBank of America Corporation | added | 7 | -0.22 pp | Pzena +0.19 pp |
B BNYBank of New York Mellon Corporation | added | 7 | +5.05 pp | Trian +5.14 pp |
J JNJJohnson & Johnson | added | 7 | +1.28 pp | Causeway +0.47 pp |
M MAMastercard Incorporated | added | 7 | +1.23 pp | Lone Pine +1.15 pp |
P PGProcter & Gamble Company | added | 7 | -0.17 pp | Yacktman +0.11 pp |
A AIGAmerican International Group, Inc. | added | 6 | +1.89 pp | Soros +1.06 pp |
B BUDAnheuser-Busch INBEV SA/NV | added | 6 | +1.48 pp | Maverick +0.81 pp |
9 9990302DApache Corp | added | 6 | +1.16 pp | Century +0.58 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 6 | +0.01 pp | Weitz +0.38 pp |
K KMXCarMax Inc. | added | 6 | +1.57 pp | Akre +0.61 pp |
C CLColgate-Palmolive Company | added | 6 | +2.33 pp | Fundsmith +1.03 pp |
D DISThe Walt Disney Company | added | 6 | +1.28 pp | Lindsell +0.95 pp |
| E—Express Scripts Hldg Co | added | 6 | +3.87 pp | Greenberg +2.32 pp |
I IBMInternational Business Machines Corporation | added | 6 | -0.86 pp | Miller +0.20 pp |
L LOWLowe's Companies Inc. | added | 6 | +0.42 pp | Viking +1.08 pp |
| P—Priceline Grp Inc | added | 6 | +11.41 pp | PAR +3.77 pp |
S SLBSLB Limited | added | 6 | +2.08 pp | Greenhaven +1.03 pp |
S STTState Street Corporation | added | 6 | +0.76 pp | Brandes +0.63 pp |
V VZVerizon Communications | added | 6 | +2.48 pp | Check +1.59 pp |
A ADBEAdobe Inc. | added | 5 | +7.36 pp | Coatue +3.21 pp |
K KOCoca-Cola Company | added | 5 | +0.24 pp | Matrix +0.21 pp |
X XOMExxon Mobil Corp | added | 5 | +0.32 pp | Pzena +0.27 pp |
B BENFranklin Templeton, Inc. | added | 5 | +0.78 pp | Torray +0.78 pp |
| G—General Electric Co | added | 5 | -0.01 pp | Semper +0.08 pp |
G GMGeneral Motors Company | added | 5 | +4.11 pp | Appaloosa +2.97 pp |
H HSBCHSBC Holdings PLC | added | 5 | +0.40 pp | Brandes +0.35 pp |
9 99803EURLaboratory Crp Of Amer Hldgs | added | 5 | +0.18 pp | Ariel +0.13 pp |
N NKENike, Inc. | added | 5 | +2.39 pp | Egerton +1.55 pp |
O OCOwens Corning | added | 5 | -0.12 pp | Greenhaven +0.09 pp |
P PEPPepsiCo, Inc. | added | 5 | +0.82 pp | Fundsmith +0.73 pp |
P PXGBXPraxair Inc | added | 5 | +1.09 pp | Torray +0.81 pp |
S SNYSanofi | added | 5 | +0.34 pp | Oakmark +0.20 pp |
T TMOThermo Fisher Scientific, Inc. | added | 5 | +0.27 pp | Sound Shore +0.51 pp |
| W—Wellpoint Inc | added | 5 | +1.78 pp | Vulcan +0.74 pp |
W WFCWells Fargo & Co. | added | 5 | +0.26 pp | Causeway +0.29 pp |
L LBTYALiberty Global Ltd. Class A | added | 5 | +3.53 pp | Coatue +1.63 pp |
| W—Willis Group Holdings Public | added | 5 | +2.22 pp | Cantillon +1.61 pp |
A ABTAbbott Laboratories | added | 4 | +0.42 pp | Check +0.28 pp |
A AALAmerican Airlines Group Inc. | added | 4 | +6.21 pp | Appaloosa +2.80 pp |
A AXPAmerican Express Company | added | 4 | -0.61 pp | Baillie +0.12 pp |
A ADIAnalog Devices, Inc. | added | 4 | +0.11 pp | Cantillon +0.18 pp |
C CVSCvs Health Corporation | added | 4 | -0.20 pp | Markel +0.20 pp |
C CXCemex S.A.B. de C.V. | added | 4 | +0.30 pp | Oaktree +0.30 pp |
| C—Coach Inc | added | 4 | +0.99 pp | Wedgewood +1.41 pp |
| C—Comcast Corp. Spl Cl A | added | 4 | +1.71 pp | Cooperman +1.22 pp |
E EOGEOG Resources, Inc. | added | 4 | +1.53 pp | Torray +1.20 pp |
M METAMeta Platforms, Inc. Class A | added | 4 | +4.49 pp | Appaloosa +2.99 pp |
G GSGoldman Sachs Group Inc. | added | 4 | +0.31 pp | Oakmark +0.14 pp |
| H—Hertz Global Holdings Inc | added | 4 | +2.19 pp | Altimeter +1.26 pp |
| L—Liberty Interactive Corp | added | 4 | +0.10 pp | Weitz +0.07 pp |
M MASMasco Corporation | added | 4 | +2.33 pp | Appaloosa +0.98 pp |
M MCDMcDonald's Corporation | added | 4 | +0.90 pp | Fundsmith +0.89 pp |
O OMCOmnicom Group Inc. | added | 4 | -0.19 pp | Weitz +0.06 pp |
P PMPhilip Morris International Inc. | added | 4 | +0.88 pp | Fundsmith +0.93 pp |
R RDS.ARoyal Dutch Shell PLC | added | 4 | +0.42 pp | Pzena +0.29 pp |
| R—Ryanair Holdings PLC ADR | added | 4 | -5.31 pp | Ariel +0.02 pp |
T TJXTJX Companies, Inc. (The) | added | 4 | -0.78 pp | Jensen +0.51 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 4 | +0.84 pp | Baillie +0.41 pp |
T TWXTime Warner Inc | added | 4 | -0.51 pp | Sound Shore +0.17 pp |
| T—Time Warner Cable Inc | added | 4 | +0.33 pp | First Eagle +0.18 pp |
B BBTTruist Financial Corporation | added | 4 | -0.35 pp | Brandes 0.00 pp |
U UALUnited Airlines Holdings, Inc. | added | 4 | +1.16 pp | Altimeter +0.65 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 4 | -0.03 pp | Mairs +0.07 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 4 | -0.32 pp | Dodge & Cox +0.19 pp |
W WUThe Western Union Company | added | 4 | +3.69 pp | Abrams +3.76 pp |
W WDAYWorkday, Inc. Class A | added | 4 | -0.46 pp | Baillie +0.63 pp |
| A—Actavis PLC | added | 4 | +1.52 pp | Cooperman +1.11 pp |
A ACNAccenture PLC | added | 4 | +1.02 pp | Torray +0.84 pp |
L LBTYKLiberty Global Ltd. Class C | added | 4 | +1.28 pp | Davis +0.62 pp |
| MMSFTMicrosoft Corp | trimmed | 13 | -2.76 pp | Century -1.19 pp |
| WWFCWells Fargo & Co. | trimmed | 13 | -5.61 pp | Check -2.24 pp |
| AAAPLApple Inc. | trimmed | 12 | -4.09 pp | Greenlight -4.05 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 12 | -5.16 pp | Gates Trust -2.95 pp |
| JJNJJohnson & Johnson | trimmed | 11 | -1.83 pp | Torray -0.95 pp |
| OORCLOracle Corp | trimmed | 11 | -3.23 pp | Vulcan -1.54 pp |