| Stock | Move | Managers | Total | Largest |
|---|
V VVISA Inc. | trimmed | 8 | -1.07 pp | Vulcan -0.75 pp |
A AAPLApple Inc. | trimmed | 7 | -4.29 pp | Vulcan -3.07 pp |
K KMXCarMax Inc. | trimmed | 7 | +2.31 pp | Oakmark -0.11 pp |
X XOMExxon Mobil Corp | trimmed | 7 | -1.35 pp | Century -1.13 pp |
| G—General Electric Co | trimmed | 7 | -1.13 pp | Torray -1.10 pp |
H HDHome Depot, Inc. | trimmed | 7 | -1.98 pp | Egerton -1.27 pp |
M MAMastercard Incorporated | trimmed | 7 | -5.91 pp | Lone Pine -2.60 pp |
| V—Valeant Pharmaceuticals Intl | trimmed | 7 | +6.66 pp | Viking -2.84 pp |
A ABTAbbott Laboratories | trimmed | 6 | -1.19 pp | Check -1.19 pp |
M MOAltria Group, Inc. | trimmed | 6 | -0.95 pp | Causeway -0.72 pp |
9 9990302DApache Corp | trimmed | 6 | -0.13 pp | Brandes -0.10 pp |
B BACBank of America Corporation | trimmed | 6 | -2.25 pp | Fairholme -1.01 pp |
B BDXBecton, Dickinson and Co. | trimmed | 6 | -1.89 pp | Torray -1.06 pp |
C CMCSAComcast Corp | trimmed | 6 | -0.29 pp | First Eagle -0.16 pp |
G GLWCorning Incorporated | trimmed | 6 | -4.98 pp | Century -4.00 pp |
| D—Du Pont E I De Nemours & Co | trimmed | 6 | -2.80 pp | Matrix -1.00 pp |
E EBAYeBay Inc | trimmed | 6 | -1.58 pp | Cooperman -1.61 pp |
M METAMeta Platforms, Inc. Class A | trimmed | 6 | -4.37 pp | Jericho -1.93 pp |
I IBMInternational Business Machines Corporation | trimmed | 6 | -1.24 pp | Torray -1.15 pp |
L LOWLowe's Companies Inc. | trimmed | 6 | +0.61 pp | First Eagle -0.09 pp |
P PGProcter & Gamble Company | trimmed | 6 | -0.34 pp | Matrix -0.28 pp |
T TXNTexas Instruments Incorporated | trimmed | 6 | -0.35 pp | Weitz -0.74 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 6 | -0.84 pp | Viking -1.49 pp |
M MMM3M Company | trimmed | 6 | -1.72 pp | Greenhaven -1.84 pp |
T TWXTime Warner Inc | trimmed | 6 | -2.01 pp | Vulcan -1.41 pp |
U USBU.S. Bancorp | trimmed | 6 | -0.06 pp | Check -0.07 pp |
U UNUnilever N V -ny Shares | trimmed | 6 | -1.76 pp | Brandes -1.33 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 6 | -2.26 pp | Causeway -0.88 pp |
E ELVElevance Health, Inc. | trimmed | 5 | -0.37 pp | Torray -0.78 pp |
B BIDUBaidu, Inc. | trimmed | 5 | -6.34 pp | Lone Pine -2.15 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 5 | -2.03 pp | Sequoia -1.53 pp |
C CVSCvs Health Corporation | trimmed | 5 | -0.73 pp | FPA -1.04 pp |
C CCitigroup Inc. | trimmed | 5 | -13.29 pp | Pabrai -11.92 pp |
C COPConocoPhillips | trimmed | 5 | -0.38 pp | First Eagle -0.36 pp |
| D—Directv | trimmed | 5 | -1.17 pp | Torray -0.86 pp |
| E—E M C Corp Mass | trimmed | 5 | -3.86 pp | Greenlight -1.79 pp |
F FDXFedEx Corporation | trimmed | 5 | -2.60 pp | Oakmark -1.02 pp |
G GILDGilead Sciences Inc | trimmed | 5 | -0.86 pp | Miller -0.54 pp |
G GSGoldman Sachs Group Inc. | trimmed | 5 | -0.37 pp | Pzena -0.13 pp |
J JPMJPMorgan Chase & Co. | trimmed | 5 | -0.67 pp | Egerton -0.58 pp |
L LLYEli Lilly & Co. | trimmed | 5 | +0.25 pp | Brandes -0.05 pp |
L LLoews Corporation | trimmed | 5 | -0.61 pp | Torray -1.09 pp |
M MRKMerck & Co., Inc. | trimmed | 5 | -0.67 pp | Dodge & Cox -0.42 pp |
P PMPhilip Morris International Inc. | trimmed | 5 | -0.23 pp | Oakmark -0.12 pp |
S SLBSLB Limited | trimmed | 5 | -0.98 pp | Egerton -0.96 pp |
| T—Twenty First Centy Fox Inc | trimmed | 5 | -5.15 pp | Egerton -2.71 pp |
U UNPUnion Pacific Corp. | trimmed | 5 | -0.71 pp | First Eagle -0.41 pp |
W WBAWalgreens Boots Alliance, Inc | trimmed | 5 | -2.21 pp | Viking -1.83 pp |
A ABBVAbbvie Inc. | trimmed | 4 | -0.24 pp | PRIMECAP -0.23 pp |
A ADBEAdobe Inc. | trimmed | 4 | -0.16 pp | PRIMECAP -0.17 pp |
A AMZNAmazon.Com Inc | trimmed | 4 | +1.78 pp | Mairs 0.00 pp |
A AIGAmerican International Group, Inc. | trimmed | 4 | -15.27 pp | Fairholme -14.90 pp |
A AMGNAmgen Inc | trimmed | 4 | +0.34 pp | PRIMECAP -0.18 pp |
A AMATApplied Materials Inc | trimmed | 4 | -2.71 pp | Coatue -1.58 pp |
| B—Baker Hughes Inc. | trimmed | 4 | +0.13 pp | Greenhaven -0.07 pp |
B BAXBaxter International Inc. | trimmed | 4 | -0.63 pp | Torray -0.39 pp |
B BMYBristol-Myers Squibb Co. | trimmed | 4 | +0.40 pp | Oakmark 0.00 pp |
| C—Cigna Corporation | trimmed | 4 | +0.91 pp | Jensen 0.00 pp |
C CNQCanadian Natural Resources Limited | trimmed | 4 | -0.63 pp | First Eagle -0.22 pp |
D DHRDanaher Corporation | trimmed | 4 | +1.07 pp | Sequoia -0.06 pp |
D DVNDevon Energy Corporation | trimmed | 4 | +0.15 pp | Third Ave -0.08 pp |
D DEODiageo plc | trimmed | 4 | +0.02 pp | Brandes 0.00 pp |
E EOGEOG Resources, Inc. | trimmed | 4 | +0.31 pp | Baillie -0.08 pp |
E EXPDExpeditors International of Washington, Inc. | trimmed | 4 | -0.02 pp | Ariel -0.02 pp |
| E—Express Scripts Hldg Co | trimmed | 4 | -3.50 pp | Greenberg -2.79 pp |
| H—Hewlett Packard Co | trimmed | 4 | -2.26 pp | Torray -1.32 pp |
9 99803EURLaboratory Crp Of Amer Hldgs | trimmed | 4 | -0.62 pp | Weitz -0.46 pp |
L LMLegg Mason, Inc. | trimmed | 4 | -0.43 pp | Viking -0.35 pp |
| L—Leucadia National | trimmed | 4 | +0.64 pp | Check -0.48 pp |
| L—Level 3 Communications Inc | trimmed | 4 | -1.44 pp | Miller -1.02 pp |
| L—Liberty Interactive Corp | trimmed | 4 | -0.34 pp | Weitz -0.34 pp |
M MRSHMarsh | trimmed | 4 | -0.93 pp | Torray -0.86 pp |
M MASMasco Corporation | trimmed | 4 | -0.70 pp | Pzena -0.49 pp |
M MCOMoody's Corporation | trimmed | 4 | +0.32 pp | Baillie -0.14 pp |
N NOVNOV Inc. | trimmed | 4 | -0.91 pp | Oakmark -0.53 pp |
N NVSNovartis AG | trimmed | 4 | -0.05 pp | Causeway -0.33 pp |
O ORLYO'Reilly Automotive, Inc. | trimmed | 4 | +0.74 pp | Baron 0.00 pp |
P PDCOPatterson Companies, Inc. | trimmed | 4 | -0.15 pp | Mairs -0.10 pp |
P PXGBXPraxair Inc | trimmed | 4 | -1.55 pp | Greenhaven -1.33 pp |
R RDS.ARoyal Dutch Shell PLC | trimmed | 4 | -0.29 pp | Pzena -0.23 pp |
U UALUnited Airlines Holdings, Inc. | trimmed | 4 | -2.83 pp | Appaloosa -1.80 pp |
U UPSUnited Parcel Service, Inc. Class B | trimmed | 4 | -3.38 pp | Greenhaven -1.66 pp |
0 0VQJLTe Connectivity Ltd | trimmed | 4 | +0.49 pp | Pzena -0.17 pp |
| C—Covidien PLC | exited | 8 | -24.34 pp | Abrams -15.63 pp |
| A—Allergan Inc | exited | 7 | -44.88 pp | Pershing -35.30 pp |
| M—Medtronic Inc | exited | 7 | -3.87 pp | PRIMECAP -1.36 pp |
| E—Equinix Inc | exited | 5 | -12.35 pp | Greenberg -6.73 pp |
T TGTTarget Corporation | exited | 5 | -7.33 pp | Duquesne -5.66 pp |
| Z—Zillow | exited | 5 | -6.15 pp | Tiger Global -3.70 pp |
| AABBVAbbvie Inc. | exited | 4 | -3.60 pp | Egerton -3.42 pp |
A AALAmerican Airlines Group Inc. | exited | 4 | -11.56 pp | Appaloosa -5.77 pp |
| AAIGAmerican International Group, Inc. | exited | 4 | -16.84 pp | Abrams -13.93 pp |
| CCCitigroup Inc. | exited | 4 | -5.60 pp | Muhlenkamp -3.03 pp |
K KOCoca-Cola Company | exited | 4 | -0.85 pp | Vulcan -0.62 pp |
| 999803EURLaboratory Crp Of Amer Hldgs | exited | 4 | -0.27 pp | Brandes -0.18 pp |