| Stock | Move | Managers | Total | Largest |
|---|
W WBAWalgreens Boots Alliance, Inc | new | 10 | +18.11 pp | Viking +6.62 pp |
E ELVElevance Health, Inc. | new | 8 | +8.03 pp | Sound Shore +2.66 pp |
L LCHappen, Inc. | new | 6 | +2.44 pp | Soros +1.60 pp |
| C—California Res Corp | new | 5 | +1.25 pp | Southeastern +1.06 pp |
L LBRDKLiberty Broadband Corporation Class C | new | 5 | +3.49 pp | Weitz +1.67 pp |
Q QSRRestaurant Brands International Inc. | new | 5 | +11.31 pp | Pershing +9.25 pp |
| B—Baker Hughes Inc. | new | 4 | +6.07 pp | ValueAct +5.27 pp |
C CCICrown Castle Inc. | new | 4 | +6.57 pp | Gates Trust +2.10 pp |
J JDJD.com, Inc. | new | 4 | +5.12 pp | Coatue +1.88 pp |
| J—Juno Therapeutics Inc | new | 4 | +0.43 pp | Duquesne +0.36 pp |
K KEYSKeysight Technologies, Inc. | new | 4 | +4.76 pp | Sound Shore +2.42 pp |
L LAMRLamar Advertising Co | new | 4 | +1.13 pp | Pzena +0.98 pp |
L LBRDALiberty Broadband Corporation Class A | new | 4 | +0.68 pp | Weitz +0.48 pp |
G GOOGAlphabet Inc. Class C | added | 11 | +1.21 pp | Baillie +0.96 pp |
E EBAYeBay Inc | added | 10 | +8.30 pp | Baupost +4.30 pp |
S SLBSLB Limited | added | 9 | -0.57 pp | Wedgewood +0.99 pp |
V VVISA Inc. | added | 9 | +2.88 pp | Kensico +1.00 pp |
A AAPLApple Inc. | added | 8 | +5.52 pp | Egerton +3.91 pp |
| G—Google Inc. | added | 8 | -1.71 pp | Russo +0.01 pp |
I IBMInternational Business Machines Corporation | added | 8 | -1.93 pp | Fairfax +0.32 pp |
J JPMJPMorgan Chase & Co. | added | 8 | +1.37 pp | Greenberg +0.94 pp |
M MAMastercard Incorporated | added | 8 | +7.06 pp | Lone Pine +2.93 pp |
B BABAAlibaba Group Holding Limited | added | 7 | +7.44 pp | Duquesne +2.48 pp |
X XOMExxon Mobil Corp | added | 7 | -0.09 pp | Matrix +0.01 pp |
| G—General Electric Co | added | 7 | +0.30 pp | Oakmark +0.43 pp |
M MSFTMicrosoft Corp | added | 7 | +2.35 pp | Coatue +4.35 pp |
N NOVNOV Inc. | added | 7 | +2.04 pp | Wedgewood +1.32 pp |
O ORCLOracle Corp | added | 7 | +4.13 pp | Yacktman +2.16 pp |
L LBTYKLiberty Global Ltd. Class C | added | 7 | +3.99 pp | Davis +1.19 pp |
A AMZNAmazon.Com Inc | added | 6 | +0.85 pp | Davis +1.37 pp |
A AIGAmerican International Group, Inc. | added | 6 | +0.70 pp | Kensico +0.26 pp |
9 9990302DApache Corp | added | 6 | +1.59 pp | Brandes +1.25 pp |
B BIDUBaidu, Inc. | added | 6 | +2.99 pp | Egerton +1.93 pp |
C CATCaterpillar Inc. | added | 6 | -0.30 pp | Oakmark 0.00 pp |
C CVXChevron Corporation | added | 6 | +0.13 pp | Causeway +0.18 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | +1.10 pp | Dodge & Cox +0.72 pp |
K KOCoca-Cola Company | added | 6 | +1.13 pp | Century +1.11 pp |
C COPConocoPhillips | added | 6 | -0.47 pp | First Eagle +0.03 pp |
| E—E M C Corp Mass | added | 6 | +0.64 pp | Greenlight +0.73 pp |
J JNJJohnson & Johnson | added | 6 | -0.80 pp | Ariel +0.02 pp |
| P—Precision Castparts Corp | added | 6 | +0.97 pp | Weitz +0.73 pp |
Q QCOMQualcomm Inc | added | 6 | +0.26 pp | Wedgewood +0.25 pp |
S SUNEQSunedison Inc | added | 6 | +2.45 pp | Cooperman +0.77 pp |
A AALAmerican Airlines Group Inc. | added | 5 | +6.11 pp | PAR +2.31 pp |
A AXPAmerican Express Company | added | 5 | +0.09 pp | First Eagle +0.07 pp |
| B—Baker Hughes Inc. | added | 5 | +3.39 pp | Atlantic +3.48 pp |
B BMYBristol-Myers Squibb Co. | added | 5 | +0.09 pp | Kahn +0.06 pp |
C CCitigroup Inc. | added | 5 | -0.21 pp | Oakmark +0.04 pp |
| D—Du Pont E I De Nemours & Co | added | 5 | +12.82 pp | Trian +12.50 pp |
| E—Express Scripts Hldg Co | added | 5 | +3.01 pp | Davis +1.23 pp |
G GMGeneral Motors Company | added | 5 | +2.69 pp | Third Ave +1.67 pp |
G GILDGilead Sciences Inc | added | 5 | +0.43 pp | First Eagle +0.30 pp |
H HALHalliburton Company | added | 5 | -1.87 pp | Davis +0.78 pp |
P PXGBXPraxair Inc | added | 5 | +0.18 pp | Torray +0.13 pp |
S SNYSanofi | added | 5 | -1.19 pp | Brandes -0.03 pp |
B BBTTruist Financial Corporation | added | 5 | +0.46 pp | Dodge & Cox +0.37 pp |
U UALUnited Airlines Holdings, Inc. | added | 5 | +14.72 pp | Altimeter +10.11 pp |
| A—Actavis PLC | added | 5 | +5.23 pp | Viking +2.95 pp |
| A—Altera Corp | added | 4 | -0.23 pp | Ariel +0.02 pp |
A AVPAvon Products, Inc. | added | 4 | -0.44 pp | Jensen 0.00 pp |
B BACBank of America Corporation | added | 4 | +0.26 pp | Dodge & Cox +0.27 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 4 | +1.52 pp | Check +1.25 pp |
C COFCapital One Financial | added | 4 | +0.12 pp | Viking +0.16 pp |
K KMXCarMax Inc. | added | 4 | +8.94 pp | Abrams Bison +6.33 pp |
| C—Charter Comm's Inc | added | 4 | +3.85 pp | Egerton +1.87 pp |
C CHKChesapeake Energy Corp | added | 4 | +0.02 pp | Southeastern +0.44 pp |
D DEDeere & Company | added | 4 | +1.09 pp | Berkshire +0.81 pp |
E ECLEcolab, Inc. | added | 4 | +0.14 pp | Jensen +0.39 pp |
M METAMeta Platforms, Inc. Class A | added | 4 | +1.79 pp | Lone Pine +1.77 pp |
T TVGrupo Televisa S.A. | added | 4 | -0.40 pp | Dodge & Cox +0.05 pp |
M MKLMarkel Group Inc. | added | 4 | +0.39 pp | Check +0.26 pp |
M MASMasco Corporation | added | 4 | +0.94 pp | Greenhaven +0.83 pp |
M MCDMcDonald's Corporation | added | 4 | +1.98 pp | Southeastern +2.67 pp |
M MDLZMondelez International, Inc. Class A | added | 4 | +1.88 pp | Lindsell +1.85 pp |
M MURMurphy Oil Corp. | added | 4 | +0.46 pp | Southeastern +0.44 pp |
N NVSNovartis AG | added | 4 | +0.30 pp | Maverick +0.36 pp |
P PEPPepsiCo, Inc. | added | 4 | -0.75 pp | Baillie +0.13 pp |
P PFEPfizer Inc. | added | 4 | +0.77 pp | First Eagle +0.39 pp |
P PMPhilip Morris International Inc. | added | 4 | +0.39 pp | Fundsmith +0.30 pp |
| P—Priceline Grp Inc | added | 4 | +3.67 pp | Lone Pine +3.43 pp |
U UTXZRTX Corporation | added | 4 | +1.13 pp | Jensen +0.86 pp |
| R—Ryanair Holdings PLC ADR | added | 4 | +0.60 pp | Causeway +0.25 pp |
S SCHWThe Charles Schwab Corporation | added | 4 | -3.97 pp | Dodge & Cox +0.03 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 4 | +0.18 pp | Causeway +1.08 pp |
T TGTTarget Corporation | added | 4 | +4.31 pp | Duquesne +3.26 pp |
T TDCTeradata Corporation | added | 4 | +0.36 pp | Matrix +0.33 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 4 | +0.76 pp | Greenhaven +0.69 pp |
W WMTWalmart Inc. | added | 4 | +0.49 pp | Dodge & Cox +0.24 pp |
W WFCWells Fargo & Co. | added | 4 | +1.34 pp | Check +1.30 pp |
| W—Willis Group Holdings Public | added | 4 | +0.35 pp | First Eagle +0.24 pp |
| MMSFTMicrosoft Corp | trimmed | 20 | -10.01 pp | Lone Pine -3.06 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 16 | +4.18 pp | Southeastern -3.16 pp |
| WWFCWells Fargo & Co. | trimmed | 15 | -0.27 pp | Egerton -1.06 pp |
| JJNJJohnson & Johnson | trimmed | 12 | -1.53 pp | Semper -1.12 pp |
| CCCitigroup Inc. | trimmed | 11 | -6.00 pp | Pabrai -5.35 pp |
| OORCLOracle Corp | trimmed | 11 | -3.20 pp | Muhlenkamp -2.47 pp |
A ABTAbbott Laboratories | trimmed | 10 | -0.77 pp | Southeastern -0.50 pp |
| AAAPLApple Inc. | trimmed | 10 | -5.92 pp | Coatue -1.60 pp |
| G—Google Inc. | trimmed | 10 | -5.14 pp | Whale Rock -2.31 pp |
| PPEPPepsiCo, Inc. | trimmed | 10 | -2.02 pp | Yacktman -0.77 pp |