Q2 2015 season
Filings
| JerichoJosh Resnick | Oct 5 | $1.5B | 271 amend. | 12 | 17 |
| TrianNelson Peltz | Oct 5 | $10.4B | 121 amend. | 3 | 1 |
| BerkshireGreg Abel | Sep 2 | $109.6B | 471 amend. | 1 | 1 |
| ValueActMason Morfit | Aug 17 | $19.0B | 14 | 1 | 2 |
| WedgewoodDavid Rolfe | Aug 17 | $7.5B | 221 amend. | 0 | 0 |
| Abrams BisonGavin Abrams | Aug 14 | $1.1B | 7 | 0 | 1 |
| AkreJohn Neff | Aug 14 | $4.2B | 37 | 4 | 2 |
| AltimeterBrad Gerstner | Aug 14 | $1.4B | 25 | 2 | 5 |
| AppaloosaDavid Tepper | Aug 14 | $4.0B | 34 | 3 | 3 |
| AtlanticAlex Roepers | Aug 14 | $1.4B | 13 | 0 | 5 |
| BaronRon Baron | Aug 14 | $25.4B | 355 | 23 | 27 |
| CausewaySarah Ketterer | Aug 14 | $4.0B | 81 | 8 | 9 |
| CoatuePhilippe Laffont | Aug 14 | $10.0B | 63 | 23 | 9 |
| CoopermanLeon Cooperman | Aug 14 | $6.3B | 102 | 35 | 31 |
| DuquesneStanley Druckenmiller | Aug 14 | $1.5B | 29 | 18 | 17 |
| EngagedGlenn Welling | Aug 14 | $174M | 15 | 6 | 7 |
| FairfaxPrem Watsa | Aug 14 | $1.4B | 49 | 8 | 2 |
| FairholmeBruce Berkowitz | Aug 14 | $4.9B | 16 | 1 | 2 |
| FPASteven Romick | Aug 14 | $12.2B | 119 | 2 | 4 |
| FundsmithTerry Smith | Aug 14 | $3.2B | 19 | 2 | 3 |
Shared moves
| ACTAllergan PLC | +38.23 pp | Third Point+9.87 pp | |
| TGNATEGNA Inc. | +4.08 pp | Ariel+1.77 pp |
Where the managers disagree
| MSFTMicrosoft Corp | 13+11.01 pp | 11-5.66 pp | +5.35 pp |
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 12+4.13 pp | 7-3.15 pp | +0.98 pp |
| WFCWells Fargo & Co. | 7+7.87 pp | 11-4.28 pp | +3.59 pp |
| JPMJPMorgan Chase & Co. | 9+9.37 pp | 5-1.42 pp | +7.95 pp |
| MAMastercard Incorporated | 7+3.18 pp | 6-1.25 pp | +1.93 pp |
| BIDUBaidu, Inc. | 4+11.63 pp | 9-20.26 pp | -8.63 pp |
| EBAYeBay Inc | 6+3.83 pp | 6-2.58 pp | +1.25 pp |
| CCitigroup Inc. | 6+6.47 pp | 5-2.18 pp | +4.29 pp |
| ORCLOracle Corp | 5+1.22 pp | 6-1.89 pp | -0.67 pp |
| AAPLApple Inc. | 4+8.87 pp | 7-10.69 pp | -1.82 pp |
Most widely held
| MSFTMicrosoft Corp | 3.1% | 17.5% | |
| WFCWells Fargo & Co. | 3.0% | 66.2% | |
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 1.5% | 7.6% | |
| AAPLApple Inc. | 0.3% | 11.6% | |
| VVISA Inc. | 1.6% | 7.5% | |
| AXPAmerican Express Company | 0.6% | 10.8% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 5.7% | 66.0% | |
| JNJJohnson & Johnson | 0.9% | 10.6% | |
| MAMastercard Incorporated | 1.0% | 11.8% | |
| JPMJPMorgan Chase & Co. | 1.6% | 11.1% |
Across the managers
| ACTAllergan PLC | 9.9% | |
| TGNATEGNA Inc. | 1.8% | |
| GCIGannett Co Inc | 0.3% | |
| SHOPShopify Inc. Class A subordinate voting shares | 0.1% | |
| unresolvedAlliance One Intl Inc | 0.3% | |
| unresolvedChimera Investment Corp | 3.1% | |
| ETSYEtsy, Inc. | 1.4% | |
| FITFitbit, Inc. Class A | 0.2% | |
| unresolvedLeapfrog Enterprises Inc | 0.0% | |
| unresolvedNoranda Alum Hldg Corp | 0.1% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 8 quarters up to the prior season.


































































