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Q4 2014 seasonComplete

74 filed · 24 no filing

As of
Dec 31, 2014
Due
Feb 14, 2015
Filed
74 of 98
Moves
4980 · prev 4880
Stocks moved by 2+
623 · prev 618
Amendments
6

Filings74 of 98 filed

JensenRobert McIverNov 10$6.5B951 amend.2826
BaronRon BaronFeb 18$24.9B3611 amend.3228
Abrams BisonGavin AbramsFeb 17$1.5B912
AtlanticAlex RoepersFeb 17$1.6B1644
BerkshireGreg AbelFeb 17$109.4B4734
CoopermanLeon CoopermanFeb 17$6.0B911 amend.2930
EngagedGlenn WellingFeb 17$123M1344
FairholmeBruce BerkowitzFeb 17$7.3B1839
GreenbergGlenn GreenbergFeb 17$2.9B1442
IcahnCarl IcahnFeb 17$31.9B2222
JerichoJosh ResnickFeb 17$1.5B371810
KensicoJohn WhalenFeb 17$4.6B3288
Lone PineDavid CraverFeb 17$23.4B431211
MairsAndrew AdamsFeb 17$7.2B1931313
MaverickBen SilverFeb 17$6.4B451312
MillerBill Miller IVFeb 17$2.6B93827
PARPaul ReederFeb 17$4.3B701412
PershingBill AckmanFeb 17$16.0B711
PolenDan DavidowitzFeb 17$4.9B2310
SequoiaFeb 17$19.6B156914

Shared moves623 stocks moved by 2+ managers

WBAWalgreens Boots Alliance, Inc10 managers+18.11 ppViking+6.62 pp
ELVElevance Health, Inc.8 managers+8.03 ppSound Shore+2.66 pp
LCHappen, Inc.6 managers+2.44 ppSoros+1.60 pp
unresolvedCalifornia Res Corp5 managers+1.25 ppSoutheastern+1.06 pp
LBRDKLiberty Broadband Corporation Class C5 managers+3.49 ppWeitz+1.67 pp
QSRRestaurant Brands International Inc.5 managers+11.31 ppPershing+9.25 pp
unresolvedBaker Hughes Inc.4 managers+6.07 ppValueAct+5.27 pp
CCICrown Castle Inc.4 managers+6.57 ppGates Trust+2.10 pp
JDJD.com, Inc.4 managers+5.12 ppCoatue+1.88 pp
unresolvedJuno Therapeutics Inc4 managers+0.43 ppDuquesne+0.36 pp
 View all 209 moves →

Where the managers disagree268 names

MSFTMicrosoft Corp6+6.55 pp18-12.87 pp-6.32 pp
VVISA Inc.10+5.66 pp7-3.26 pp+2.40 pp
AAPLApple Inc.6+6.65 pp11-26.56 pp-19.91 pp
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C11+15.79 pp6-4.48 pp+11.31 pp
MAMastercard Incorporated9+8.56 pp7-4.38 pp+4.18 pp
ORCLOracle Corp7+7.09 pp8-6.95 pp+0.14 pp
EBAYeBay Inc10+11.55 pp4-5.73 pp+5.82 pp
BABAAlibaba Group Holding Limited7+14.56 pp6-12.26 pp+2.30 pp
LBTYALBTYA · LBTYKLiberty Global Ltd. Class A9+21.63 pp4-4.99 pp+16.64 pp
WFCWells Fargo & Co.3+4.18 pp10-4.21 pp-0.03 pp

Most widely heldtop 50 of 1477 · 74 filed

MSFTMicrosoft Corp29 managers2.5%21.6%
WFCWells Fargo & Co.27 managers3.0%64.5%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.26 managers2.7%65.6%
VVISA Inc.23 managers1.1%14.2%
AAPLApple Inc.22 managers0.9%12.6%
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C21 managers1.5%6.6%
CCitigroup Inc.20 managers2.6%12.4%
JNJJohnson & Johnson20 managers0.7%11.1%
ORCLOracle Corp20 managers1.5%7.1%
MAMastercard Incorporated19 managers1.7%18.5%
 View all 1477 →

Across the managers205 first held · 248 no longer held

WBAWalgreens Boots Alliance, Inc10 managers6.6%
ELVElevance Health, Inc.8 managers2.7%
LCHappen, Inc.6 managers—
unresolvedCalifornia Res Corp5 managers1.1%
LBRDKLiberty Broadband Corporation Class C5 managers1.7%
QSRRestaurant Brands International Inc.5 managers9.3%
CCICrown Castle Inc.4 managers2.1%
unresolvedJuno Therapeutics Inc4 managers0.4%
KEYSKeysight Technologies, Inc.4 managers2.4%
LAMRLamar Advertising Co4 managers1.0%

Streaks ended0 streaks of 20+ ended

  1. Akre · AAPL 6+ quarters
  2. Akre · TDG 6+ quarters
  3. Akre · Leucadia National 6+ quarters
  4. Appaloosa · AAPL 6+ quarters
  5. Appaloosa · F 6+ quarters
  6. Appaloosa · MGM 6+ quarters
  7. Appaloosa · C 6+ quarters
  8. Appaloosa · Broadcom Corp 6+ quarters
  9. Appaloosa · Powershares Qqq Trust Series 1 6+ quarters
  10. Ariel · TM 6+ quarters
  11. Ariel · ARC 6+ quarters
  12. Baillie · ROK 6+ quarters
  13. Baillie · RBCAA 6+ quarters
  14. Baillie · HD 6+ quarters
  15. Baillie · PFE 6+ quarters
  16. Baillie · BBD 6+ quarters
  17. Baillie · FFIV 6+ quarters
  18. Baillie · Burger King Worldwide Inc 6+ quarters
  19. Baillie · Wellpoint Inc 6+ quarters
  20. Baron · MG 6+ quarters
  21. Baron · MPLX 6+ quarters
  22. Baron · OC 6+ quarters
  23. Baron · EV 6+ quarters
  24. Baron · MASI 6+ quarters
  25. Baron · Advisory Brd Co 6+ quarters
  26. Baron · Concur Technologies Inc 6+ quarters
  27. Baron · Covance Inc 6+ quarters
  28. Baron · Kodiak Oil & Gas Corp 6+ quarters
  29. Baron · Seacor Holdings Inc. 6+ quarters
  30. Baron · Susser Petroleum Partners LP 6+ quarters
  31. Baron · Techne Corp 6+ quarters
  32. Baron · Vca Inc 6+ quarters
  33. Baron · Xoom Corporation 6+ quarters
  34. Baron · Youku Inc ADR 6+ quarters
  35. Baron · Golar Lng Partners LP 6+ quarters
  36. Baupost · AVEO 6+ quarters
  37. Berkshire · COP 6+ quarters
  38. Berkshire · XOM 6+ quarters
  39. Berkshire · Media Gen Inc 6+ quarters
  40. Greenberg · Vistaprint N V 6+ quarters
  41. Cantillon · KO 6+ quarters
  42. Cantillon · BCO 6+ quarters
  43. Cantillon · Solera Holdings 6+ quarters
  44. Causeway · BA 6+ quarters
  45. Causeway · SIEGY 6+ quarters
  46. Century · IA 6+ quarters
  47. Century · MSFT 6+ quarters
  48. Century · NEM 6+ quarters
  49. Century · ONIT 6+ quarters
  50. Century · CTPR 6+ quarters

A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 6 quarters up to the prior season.