| Stock | Move | Managers | Total | Largest |
|---|
B BABAAlibaba Group Holding Limited | new | 15 | +34.75 pp | Third Point +7.68 pp |
| L—Liberty Media Corp Delaware | new | 6 | +6.88 pp | Weitz +4.26 pp |
L LTRPALiberty TripAdvisor Holdings, Inc. Series A | new | 5 | +1.27 pp | Kensico +0.69 pp |
A AMGNAmgen Inc | new | 4 | +3.02 pp | Duquesne +2.74 pp |
C CCitigroup Inc. | new | 4 | +7.11 pp | Greenhaven +3.99 pp |
C CFGCitizens Financial Group, Inc. | new | 4 | +5.42 pp | Greenlight +2.70 pp |
| Y—Yahoo Inc | new | 4 | +4.71 pp | Soros +2.36 pp |
| M—Mobileye Nv | new | 4 | +1.07 pp | Tiger Global +0.78 pp |
O ORCLOracle Corp | added | 13 | -0.52 pp | Yacktman +0.37 pp |
V VVISA Inc. | added | 12 | +0.46 pp | Torray +0.22 pp |
I IBMInternational Business Machines Corporation | added | 11 | +16.74 pp | Fairfax +13.83 pp |
A AAPLApple Inc. | added | 10 | +0.26 pp | Miller +0.38 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 10 | +11.34 pp | Gates Trust +7.55 pp |
E EBAYeBay Inc | added | 10 | +14.38 pp | Icahn +3.72 pp |
Q QCOMQualcomm Inc | added | 10 | +1.41 pp | Wedgewood +1.25 pp |
G GOOGAlphabet Inc. Class C | added | 9 | +0.74 pp | Baillie +0.61 pp |
M MAMastercard Incorporated | added | 9 | +10.55 pp | Tiger Global +4.64 pp |
M MSFTMicrosoft Corp | added | 9 | +8.00 pp | Abrams +3.59 pp |
| E—Express Scripts Hldg Co | added | 8 | +1.21 pp | FPA +0.43 pp |
| G—General Electric Co | added | 8 | +0.28 pp | Sound Shore +0.25 pp |
| G—Google Inc. | added | 8 | +0.47 pp | Oakmark +0.36 pp |
N NOVNOV Inc. | added | 8 | +0.12 pp | Greenlight +0.43 pp |
W WMTWalmart Inc. | added | 8 | +0.80 pp | Dodge & Cox +0.24 pp |
B BACBank of America Corporation | added | 7 | +2.86 pp | FPA +0.98 pp |
| CCCitigroup Inc. | added | 7 | +1.88 pp | FPA +0.56 pp |
D DALDelta Air Lines, Inc. | added | 7 | +3.24 pp | PAR +1.66 pp |
X XOMExxon Mobil Corp | added | 7 | -0.18 pp | Ariel 0.00 pp |
G GMGeneral Motors Company | added | 7 | +0.20 pp | PAR +0.44 pp |
J JPMJPMorgan Chase & Co. | added | 7 | +0.76 pp | Muhlenkamp +0.36 pp |
J JNJJohnson & Johnson | added | 7 | +0.10 pp | Fundsmith +0.25 pp |
M MCDMcDonald's Corporation | added | 7 | +1.01 pp | Fundsmith +0.76 pp |
P PGProcter & Gamble Company | added | 7 | +1.73 pp | Yacktman +1.11 pp |
S SLBSLB Limited | added | 7 | +0.22 pp | Egerton +2.38 pp |
B BUDAnheuser-Busch INBEV SA/NV | added | 6 | +0.36 pp | Maverick +0.21 pp |
B BPBP p.l.c. | added | 6 | -0.98 pp | Greenlight +0.22 pp |
| E—E M C Corp Mass | added | 6 | +0.69 pp | Wedgewood +0.47 pp |
L LOWLowe's Companies Inc. | added | 6 | +1.38 pp | Greenhaven +1.19 pp |
| P—Priceline Grp Inc | added | 6 | +2.76 pp | Polen +1.88 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 6 | +0.39 pp | Greenhaven +0.50 pp |
| V—Valeant Pharmaceuticals Intl | added | 6 | +3.75 pp | Greenberg +1.24 pp |
A AMZNAmazon.Com Inc | added | 5 | +1.77 pp | Davis +1.06 pp |
A AALAmerican Airlines Group Inc. | added | 5 | +0.61 pp | Soros +1.07 pp |
A AIGAmerican International Group, Inc. | added | 5 | -3.16 pp | FPA +0.31 pp |
K KMXCarMax Inc. | added | 5 | +4.60 pp | Abrams Bison +4.15 pp |
C CVXChevron Corporation | added | 5 | -0.16 pp | Brandes +0.02 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | +0.22 pp | FPA +0.10 pp |
C CLColgate-Palmolive Company | added | 5 | +0.09 pp | Torray +0.14 pp |
G GILDGilead Sciences Inc | added | 5 | +3.50 pp | Muhlenkamp +1.85 pp |
I INTCIntel Corp | added | 5 | +0.95 pp | First Eagle +0.53 pp |
9 99803EURLaboratory Crp Of Amer Hldgs | added | 5 | +0.54 pp | Ariel +0.46 pp |
M MKLMarkel Group Inc. | added | 5 | +0.28 pp | Century +0.38 pp |
P PEPPepsiCo, Inc. | added | 5 | +5.01 pp | Trian +4.85 pp |
U UTXZRTX Corporation | added | 5 | +0.09 pp | Torray +0.13 pp |
S SNYSanofi | added | 5 | +0.59 pp | Brandes +0.28 pp |
S SUNEQSunedison Inc | added | 5 | +0.25 pp | Coatue +0.17 pp |
T TMOThermo Fisher Scientific, Inc. | added | 5 | +1.00 pp | Sound Shore +0.65 pp |
B BBTTruist Financial Corporation | added | 5 | -0.10 pp | Brandes +0.02 pp |
| W—Walgreen Co | added | 5 | -0.20 pp | Kensico +1.74 pp |
| A—Actavis PLC | added | 5 | +3.69 pp | Third Point +1.41 pp |
L LBTYKLiberty Global Ltd. Class C | added | 5 | +0.88 pp | Weitz +0.58 pp |
| W—Willis Group Holdings Public | added | 5 | +1.39 pp | Brandes +1.42 pp |
A ABBVAbbvie Inc. | added | 4 | +2.20 pp | Maverick +1.26 pp |
A AXPAmerican Express Company | added | 4 | -0.16 pp | Mairs 0.00 pp |
A APCAnadarko Petroleum Corp | added | 4 | -0.11 pp | First Eagle +0.04 pp |
9 9990302DApache Corp | added | 4 | +0.11 pp | Oakmark +0.15 pp |
A ADPAutomatic Data Processing | added | 4 | +0.16 pp | Oakmark +0.06 pp |
B BIDUBaidu, Inc. | added | 4 | +6.42 pp | Coatue +4.90 pp |
B BNYBank of New York Mellon Corporation | added | 4 | +4.39 pp | Trian +4.17 pp |
| C—Cigna Corporation | added | 4 | +0.57 pp | Dodge & Cox +0.37 pp |
C CVSCvs Health Corporation | added | 4 | +0.64 pp | FPA +0.42 pp |
C CATCaterpillar Inc. | added | 4 | -0.08 pp | Jensen 0.00 pp |
D DEODiageo plc | added | 4 | -0.49 pp | Sequoia 0.00 pp |
D DISThe Walt Disney Company | added | 4 | +0.22 pp | Markel +0.13 pp |
| D—Du Pont E I De Nemours & Co | added | 4 | +1.06 pp | Trian +0.65 pp |
M METAMeta Platforms, Inc. Class A | added | 4 | +2.97 pp | Jericho +1.62 pp |
G GSGoldman Sachs Group Inc. | added | 4 | +3.28 pp | Greenhaven +2.50 pp |
| H—Hertz Global Holdings Inc | added | 4 | +7.56 pp | Tiger Global +4.68 pp |
H HDHome Depot, Inc. | added | 4 | +0.48 pp | Soros +0.35 pp |
M MLMMartin Marietta Materials | added | 4 | +1.45 pp | Maverick +0.87 pp |
N NKENike, Inc. | added | 4 | +0.48 pp | Torray +0.40 pp |
N NVSNovartis AG | added | 4 | +0.55 pp | Sound Shore +0.48 pp |
O OCOwens Corning | added | 4 | -0.24 pp | Pzena +0.03 pp |
P PFEPfizer Inc. | added | 4 | +0.34 pp | Brandes +0.27 pp |
P PMPhilip Morris International Inc. | added | 4 | +0.21 pp | Brandes +0.12 pp |
P PXGBXPraxair Inc | added | 4 | +4.22 pp | Greenhaven +2.57 pp |
| P—Precision Castparts Corp | added | 4 | +1.60 pp | Viking +1.37 pp |
U UPBDUpbound Group, Inc. | added | 4 | +0.18 pp | Brandes +0.09 pp |
R RDS.ARoyal Dutch Shell PLC | added | 4 | -0.31 pp | Ariel +0.01 pp |
T TDCTeradata Corporation | added | 4 | +0.51 pp | Matrix +0.39 pp |
U USBU.S. Bancorp | added | 4 | +0.06 pp | Davis +0.03 pp |
U UALUnited Airlines Holdings, Inc. | added | 4 | +3.90 pp | Altimeter +2.23 pp |
V VIABViacom Inc. Class B | added | 4 | -0.37 pp | First Eagle +0.01 pp |
A ACNAccenture PLC | added | 4 | +0.40 pp | Torray +0.25 pp |
L LBTYALiberty Global Ltd. Class A | added | 4 | +0.66 pp | Dodge & Cox +0.34 pp |
| MMSFTMicrosoft Corp | trimmed | 24 | -1.93 pp | Muhlenkamp -1.21 pp |
W WFCWells Fargo & Co. | trimmed | 15 | -3.36 pp | Egerton -2.09 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 10 | -1.82 pp | Soros -0.79 pp |
| AAAPLApple Inc. | trimmed | 10 | -1.96 pp | Wedgewood -1.83 pp |
| G—Google Inc. | trimmed | 10 | +0.78 pp | Baillie -0.71 pp |
| JJNJJohnson & Johnson | trimmed | 10 | -2.90 pp | Check -2.42 pp |