| Stock | Move | Managers | Total | Largest |
|---|
M MDTMedtronic plc | new | 8 | +8.03 pp | Muhlenkamp +2.85 pp |
E EQIXEquinix, Inc. | new | 7 | +16.92 pp | Greenberg +6.27 pp |
| P—Precision Castparts Corp | new | 6 | +7.60 pp | Check +3.58 pp |
Z ZGZillow Group Inc Class A | new | 5 | +7.20 pp | Tiger Global +3.94 pp |
A AXPAmerican Express Company | new | 4 | +5.46 pp | Cantillon +3.33 pp |
M MSFTMicrosoft Corp | added | 17 | -7.11 pp | Lone Pine +1.43 pp |
| G—Google Inc. | added | 13 | +4.91 pp | Viking +1.71 pp |
A AAPLApple Inc. | added | 12 | +10.68 pp | Whale Rock +3.13 pp |
M MAMastercard Incorporated | added | 12 | -4.25 pp | Viking +1.07 pp |
V VVISA Inc. | added | 11 | -1.49 pp | Torray +1.20 pp |
G GOOGAlphabet Inc. Class C | added | 10 | +1.95 pp | Maverick +0.78 pp |
Q QCOMQualcomm Inc | added | 10 | +1.23 pp | Sound Shore +0.72 pp |
O ORCLOracle Corp | added | 9 | +3.30 pp | Vulcan +2.20 pp |
C CCitigroup Inc. | added | 8 | +0.84 pp | FPA +1.02 pp |
H HALHalliburton Company | added | 8 | +7.95 pp | ValueAct +3.04 pp |
J JPMJPMorgan Chase & Co. | added | 8 | +2.72 pp | Davis +1.59 pp |
S SLBSLB Limited | added | 8 | +1.14 pp | Dodge & Cox +0.69 pp |
L LBTYKLiberty Global Ltd. Class C | added | 8 | +1.18 pp | AltaRock +1.04 pp |
B BABAAlibaba Group Holding Limited | added | 7 | -1.39 pp | Baillie +1.12 pp |
| AAXPAmerican Express Company | added | 7 | +1.37 pp | Check +1.35 pp |
B BACBank of America Corporation | added | 7 | -0.95 pp | FPA +0.17 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 7 | -1.47 pp | Ariel +0.01 pp |
| E—Express Scripts Hldg Co | added | 7 | +3.10 pp | FPA +1.29 pp |
I IBMInternational Business Machines Corporation | added | 7 | +0.88 pp | Berkshire +0.63 pp |
N NOVNOV Inc. | added | 7 | +0.17 pp | Wedgewood +0.48 pp |
U USBU.S. Bancorp | added | 7 | +0.26 pp | Century +0.15 pp |
W WFCWells Fargo & Co. | added | 7 | +1.08 pp | Greenhaven +0.75 pp |
A AIGAmerican International Group, Inc. | added | 6 | +1.45 pp | Brandes +1.57 pp |
C CVXChevron Corporation | added | 6 | +0.28 pp | Causeway +0.29 pp |
D DALDelta Air Lines, Inc. | added | 6 | +1.05 pp | Appaloosa +1.07 pp |
E EBAYeBay Inc | added | 6 | +3.14 pp | Soros +1.78 pp |
| G—General Electric Co | added | 6 | +0.87 pp | Oakmark +0.85 pp |
G GMGeneral Motors Company | added | 6 | +2.14 pp | Appaloosa +0.95 pp |
J JNJJohnson & Johnson | added | 6 | +2.79 pp | Jensen +2.48 pp |
P PGProcter & Gamble Company | added | 6 | -0.41 pp | Jensen +0.20 pp |
A AMZNAmazon.Com Inc | added | 5 | +2.37 pp | Jericho +1.06 pp |
B BIDUBaidu, Inc. | added | 5 | -0.21 pp | Dodge & Cox +0.31 pp |
| B—Baker Hughes Inc. | added | 5 | +3.49 pp | ValueAct +2.90 pp |
C COFCapital One Financial | added | 5 | +0.15 pp | Sound Shore +0.46 pp |
C CATCaterpillar Inc. | added | 5 | +0.74 pp | Oakmark +0.88 pp |
J JDJD.com, Inc. | added | 5 | +11.12 pp | Tiger Global +5.34 pp |
M MUMicron Technology, Inc. | added | 5 | -5.24 pp | Viking +0.03 pp |
P PMPhilip Morris International Inc. | added | 5 | -0.35 pp | Ariel +0.15 pp |
P PXGBXPraxair Inc | added | 5 | +0.30 pp | Torray +0.78 pp |
| P—Precision Castparts Corp | added | 5 | +1.00 pp | Torray +0.57 pp |
| P—Priceline Grp Inc | added | 5 | +6.46 pp | Maverick +4.69 pp |
S STTState Street Corporation | added | 5 | +0.65 pp | Vulcan +0.76 pp |
V VZVerizon Communications | added | 5 | +1.28 pp | Check +0.52 pp |
| A—Actavis PLC | added | 5 | +6.46 pp | Third Point +2.59 pp |
| A—Altera Corp | added | 4 | +0.45 pp | First Eagle +0.29 pp |
A AALAmerican Airlines Group Inc. | added | 4 | +1.37 pp | Altimeter +1.45 pp |
A AVPAvon Products, Inc. | added | 4 | 0.00 pp | Yacktman +0.09 pp |
B BNYBank of New York Mellon Corporation | added | 4 | +1.42 pp | Trian +1.78 pp |
B BRK.ABerkshire Hathaway Inc. | added | 4 | +2.02 pp | Weitz +2.63 pp |
| C—CBS Corp | added | 4 | +0.26 pp | Sound Shore +0.54 pp |
| C—Charter Comm's Inc | added | 4 | +13.48 pp | Triple Frond +8.33 pp |
C CSCOCisco Systems, Inc. (DE) | added | 4 | +0.90 pp | FPA +0.88 pp |
C CFGCitizens Financial Group, Inc. | added | 4 | +1.36 pp | Greenlight +0.57 pp |
C CLColgate-Palmolive Company | added | 4 | +1.03 pp | Torray +1.04 pp |
C COPConocoPhillips | added | 4 | -0.42 pp | Check -0.01 pp |
C CLBCore Laboratories Inc. | added | 4 | +0.77 pp | Weitz +0.43 pp |
D DEDeere & Company | added | 4 | +0.81 pp | Markel +0.76 pp |
D DISCKDiscovery Inc-c | added | 4 | +0.35 pp | Century +2.42 pp |
| E—E M C Corp Mass | added | 4 | -0.68 pp | Ariel +0.01 pp |
E ECLEcolab, Inc. | added | 4 | +1.69 pp | Cantillon +0.95 pp |
X XOMExxon Mobil Corp | added | 4 | -0.05 pp | Jensen 0.00 pp |
B BENFranklin Templeton, Inc. | added | 4 | +0.43 pp | Pzena +0.48 pp |
G GILDGilead Sciences Inc | added | 4 | +2.42 pp | Matrix +1.39 pp |
| H—Hewlett Packard Co | added | 4 | -1.31 pp | First Eagle -0.08 pp |
M MDLZMondelez International, Inc. Class A | added | 4 | +4.55 pp | Trian +2.42 pp |
N NKENike, Inc. | added | 4 | +1.38 pp | Torray +1.04 pp |
O OMCOmnicom Group Inc. | added | 4 | +0.23 pp | Ariel +0.14 pp |
O OIO-I Glass, Inc. | added | 4 | +1.28 pp | Atlantic +1.16 pp |
P PBR.APetroleo Brasileiro S.A.-Petrobras | added | 4 | +1.23 pp | Causeway +0.87 pp |
S SCHWThe Charles Schwab Corporation | added | 4 | -0.26 pp | Baron +0.06 pp |
T TDGTransDigm Group Incorporated | added | 4 | +0.96 pp | Lone Pine +0.57 pp |
| T—Twenty First Centy Fox Inc | added | 4 | -0.19 pp | Weitz +0.94 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 4 | -0.50 pp | Davis 0.00 pp |
W WMTWalmart Inc. | added | 4 | -0.13 pp | Ariel +0.01 pp |
A ACNAccenture PLC | added | 4 | +0.40 pp | Jensen +0.20 pp |
| W—Willis Group Holdings Public | added | 4 | +0.96 pp | Cantillon +0.70 pp |
| WWFCWells Fargo & Co. | trimmed | 15 | -1.84 pp | Torray -1.14 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 14 | -4.90 pp | Check -2.94 pp |
| JJNJJohnson & Johnson | trimmed | 12 | -1.34 pp | Torray -0.92 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 11 | -1.44 pp | Appaloosa -1.20 pp |
| BBNYBank of New York Mellon Corporation | trimmed | 10 | -2.23 pp | Davis -1.24 pp |
| CCSCOCisco Systems, Inc. (DE) | trimmed | 10 | -3.43 pp | Vulcan -1.60 pp |
P PEPPepsiCo, Inc. | trimmed | 10 | +0.10 pp | Jensen -0.49 pp |
| WWMTWalmart Inc. | trimmed | 10 | -4.18 pp | Check -3.52 pp |
K KOCoca-Cola Company | trimmed | 9 | -0.32 pp | Matrix -0.33 pp |
M MCDMcDonald's Corporation | trimmed | 9 | +0.18 pp | Baillie -0.04 pp |
| MMSFTMicrosoft Corp | trimmed | 9 | -3.55 pp | Causeway -0.82 pp |
| AAXPAmerican Express Company | trimmed | 8 | -2.33 pp | Davis -1.15 pp |
| C—Comcast Corp. Spl Cl A | trimmed | 8 | -0.53 pp | Russo -0.19 pp |
D DISThe Walt Disney Company | trimmed | 8 | -0.30 pp | Lindsell -0.51 pp |
| G—Google Inc. | trimmed | 8 | -0.13 pp | Appaloosa -0.34 pp |
I INTCIntel Corp | trimmed | 8 | -3.82 pp | Torray -1.10 pp |
| OORCLOracle Corp | trimmed | 8 | -1.09 pp | Oakmark -0.39 pp |
P PFEPfizer Inc. | trimmed | 8 | +0.91 pp | Mairs -0.02 pp |
| P—Priceline Grp Inc | trimmed | 8 | -4.66 pp | Whale Rock -3.33 pp |