Q1 2015 seasonComplete

78 filed · 20 no filing

Filings78 of 98 filed


AkreJohn Neff	Aug 29	$3.9B	351 amend.	0	1
JensenRobert McIver	Jul 27	$6.5B	971 amend.	12	10
GreenlightDavid Einhorn	Jul 17	$7.8B	441 amend.	8	6
CoatuePhilippe Laffont	Jun 9	$21.0B	491 amend.	10	14
FundsmithTerry Smith	Jun 3	$3.1B	20	8	4
Abrams BisonGavin Abrams	May 15	$1.4B	8	1	2
AltimeterBrad Gerstner	May 15	$1.4B	28	4	3
AppaloosaDavid Tepper	May 15	$4.2B	34	9	3
AtlanticAlex Roepers	May 15	$1.3B	18	6	4
BaronRon Baron	May 15	$25.8B	359	27	29
BerkshireGreg Abel	May 15	$107.1B	47	0	0
CausewaySarah Ketterer	May 15	$3.8B	82	7	4
CoopermanLeon Cooperman	May 15	$6.3B	98	34	27
DuquesneStanley Druckenmiller	May 15	$787M	28	14	21
EngagedGlenn Welling	May 15	$134M	16	6	3
FairholmeBruce Berkowitz	May 15	$5.3B	17	0	1
Gates TrustMichael Larson	May 15	$18.6B	18	0	1
GreenbergGlenn Greenberg	May 15	$3.3B	15	2	1
IcahnCarl Icahn	May 15	$32.1B	21	0	1
JerichoJosh Resnick	May 15	$1.5B	32	13	18


MDTMedtronic plc	8 managers	+8.03 pp	Muhlenkamp+2.85 pp
EQIXEquinix, Inc.	7 managers	+16.92 pp	Greenberg+6.27 pp
unresolvedPrecision Castparts Corp	6 managers	+7.60 pp	Check+3.58 pp
ZGZillow Group Inc Class A	5 managers	+7.20 pp	Tiger Global+3.94 pp
AXPAmerican Express Company	4 managers	+5.46 pp	Cantillon+3.33 pp


MSFTMicrosoft Corp	14+22.80 pp	8-9.30 pp	+13.50 pp
VVISA Inc.	9+9.88 pp	7-3.11 pp	+6.77 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	6+4.39 pp	10-7.69 pp	-3.30 pp
CCitigroup Inc.	7+1.98 pp	7-18.84 pp	-16.86 pp
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	7+6.82 pp	7-2.09 pp	+4.73 pp
ORCLOracle Corp	7+4.61 pp	7-2.55 pp	+2.06 pp
WFCWells Fargo & Co.	4+1.77 pp	10-5.51 pp	-3.74 pp
BIDUBaidu, Inc.	7+7.12 pp	6-11.49 pp	-4.37 pp
AAPLApple Inc.	8+11.03 pp	5-5.35 pp	+5.68 pp
BNYBank of New York Mellon Corporation	4+2.31 pp	9-3.10 pp	-0.79 pp


MSFTMicrosoft Corp	31 managers	2.5%	16.9%
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	27 managers	1.6%	7.1%
WFCWells Fargo & Co.	27 managers	3.1%	67.3%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	26 managers	5.2%	66.7%
VVISA Inc.	25 managers	1.7%	11.3%
AAPLApple Inc.	23 managers	0.8%	11.9%
MAMastercard Incorporated	22 managers	1.5%	13.5%
JNJJohnson & Johnson	21 managers	0.7%	11.0%
AXPAmerican Express Company	20 managers	0.6%	11.1%
ORCLOracle Corp	20 managers	2.9%	7.0%


EQIXEquinix, Inc.	7 managers	6.3%
ZGZillow Group Inc Class A	5 managers	3.9%
SUMSummit Materials, Inc. Class A	3 managers	0.4%
ARMKAramark	2 managers	5.7%
ATLSAtlas Energy Grp,llc Com Units Repstg Ltd (De)	2 managers	0.4%
unresolvedBabcock & Wilcox Co New	2 managers	0.4%
XECCimarex Energy Co	2 managers	0.8%
unresolvedFmc Technologies Inc	2 managers	0.4%
unresolvedFlex Pharma Inc	2 managers	0.0%
unresolvedHrg Group Inc	2 managers	2.1%

A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 7 quarters up to the prior season.