Skip to content

Search

Search managers or tickers

Q2 2015 seasonComplete

78 filed · 20 no filing

As of
Jun 30, 2015
Due
Aug 14, 2015
Filed
78 of 98
Moves
4771 · prev 5047
Stocks moved by 2+
607 · prev 639
Amendments
4

Filings78 of 98 filed

JerichoJosh ResnickOct 5$1.5B271 amend.1217
TrianNelson PeltzOct 5$10.4B121 amend.31
BerkshireGreg AbelSep 2$109.6B471 amend.11
ValueActMason MorfitAug 17$19.0B1412
WedgewoodDavid RolfeAug 17$7.5B221 amend.00
Abrams BisonGavin AbramsAug 14$1.1B701
AkreJohn NeffAug 14$4.2B3742
AltimeterBrad GerstnerAug 14$1.4B2525
AppaloosaDavid TepperAug 14$4.0B3433
AtlanticAlex RoepersAug 14$1.4B1305
BaronRon BaronAug 14$25.4B3552327
CausewaySarah KettererAug 14$4.0B8189
CoatuePhilippe LaffontAug 14$10.0B63239
CoopermanLeon CoopermanAug 14$6.3B1023531
DuquesneStanley DruckenmillerAug 14$1.5B291817
EngagedGlenn WellingAug 14$174M1567
FairfaxPrem WatsaAug 14$1.4B4982
FairholmeBruce BerkowitzAug 14$4.9B1612
FPASteven RomickAug 14$12.2B11924
FundsmithTerry SmithAug 14$3.2B1923

Shared moves607 stocks moved by 2+ managers

ACTAllergan PLC12 managers+38.23 ppThird Point+9.87 pp
TGNATEGNA Inc.4 managers+4.08 ppAriel+1.77 pp
View all 180 moves →

Where the managers disagree287 names

MSFTMicrosoft Corp13+11.01 pp11-5.66 pp+5.35 pp
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C12+4.13 pp7-3.15 pp+0.98 pp
WFCWells Fargo & Co.7+7.87 pp11-4.28 pp+3.59 pp
JPMJPMorgan Chase & Co.9+9.37 pp5-1.42 pp+7.95 pp
MAMastercard Incorporated7+3.18 pp6-1.25 pp+1.93 pp
BIDUBaidu, Inc.4+11.63 pp9-20.26 pp-8.63 pp
EBAYeBay Inc6+3.83 pp6-2.58 pp+1.25 pp
CCitigroup Inc.6+6.47 pp5-2.18 pp+4.29 pp
ORCLOracle Corp5+1.22 pp6-1.89 pp-0.67 pp
AAPLApple Inc.4+8.87 pp7-10.69 pp-1.82 pp

Most widely heldtop 50 of 1570 · 78 filed

MSFTMicrosoft Corp30 managers3.1%17.5%
WFCWells Fargo & Co.27 managers3.0%66.2%
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C26 managers1.5%7.6%
AAPLApple Inc.24 managers0.3%11.6%
VVISA Inc.24 managers1.6%7.5%
AXPAmerican Express Company23 managers0.6%10.8%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.23 managers5.7%66.0%
JNJJohnson & Johnson21 managers0.9%10.6%
MAMastercard Incorporated21 managers1.0%11.8%
JPMJPMorgan Chase & Co.19 managers1.6%11.1%
View all 1570 →

Across the managers178 first held · 181 no longer held

ACTAllergan PLC12 managers9.9%
TGNATEGNA Inc.4 managers1.8%
GCIGannett Co Inc3 managers0.3%
SHOPShopify Inc. Class A subordinate voting shares3 managers0.1%
unresolvedAlliance One Intl Inc2 managers0.3%
unresolvedChimera Investment Corp2 managers3.1%
ETSYEtsy, Inc.2 managers1.4%
FITFitbit, Inc. Class A2 managers0.2%
unresolvedLeapfrog Enterprises Inc2 managers0.0%
unresolvedNoranda Alum Hldg Corp2 managers0.1%

Streaks ended0 streaks of 20+ ended

  1. Abrams · Cst Brands Inc 8+ quarters
  2. Akre · DISCK 8+ quarters
  3. Akre · Markwest Energy Partners L P 8+ quarters
  4. Altimeter · CHDN 8+ quarters
  5. Altimeter · RHT 8+ quarters
  6. Altimeter · SAVEQ 8+ quarters
  7. Altimeter · Nq Mobile Inc - ADR 8+ quarters
  8. Appaloosa · Google Inc. 8+ quarters
  9. Ariel · NVDA 8+ quarters
  10. Ariel · RLH 8+ quarters
  11. Ariel · Gaiam, Inc. 8+ quarters
  12. Ariel · Gannett Inc 8+ quarters
  13. Ariel · Pozen Inc. 8+ quarters
  14. Ariel · Sigma Designs Inc 8+ quarters
  15. Ariel · VPL 8+ quarters
  16. Atlantic · OIS 8+ quarters
  17. Baillie · PWR 8+ quarters
  18. Baillie · SQM 8+ quarters
  19. Baillie · TEVA 8+ quarters
  20. Baillie · AMXN 8+ quarters
  21. Baillie · Altera Corp 8+ quarters
  22. Baillie · General Cable Corp 8+ quarters
  23. Baillie · Intralinks Holdings 8+ quarters
  24. Baillie · Westport Innovations Inc US 8+ quarters
  25. Baron · SQM 8+ quarters
  26. Baron · VNO 8+ quarters
  27. Baron · NOV 8+ quarters
  28. Baron · LVS 8+ quarters
  29. Baron · WYNN 8+ quarters
  30. Baron · SXCP 8+ quarters
  31. Baron · DISCK 8+ quarters
  32. Baron · Homeaway Inc 8+ quarters
  33. Baron · Lumber Liquidators Hldgs Inc 8+ quarters
  34. Baron · Pall Corp 8+ quarters
  35. Baron · Tesoro Logistics LP 8+ quarters
  36. Baron · Western Gas Partners LP 8+ quarters
  37. Baupost · Alliance One Intl Inc 8+ quarters
  38. Berkshire · NOV 8+ quarters
  39. Causeway · RIO 8+ quarters
  40. Causeway · Apollo Group Inc Class A 8+ quarters
  41. Causeway · Vodafone Group PLC New 8+ quarters
  42. Causeway · Ubs AG 8+ quarters
  43. Century · VPG 8+ quarters
  44. Check · TRV 8+ quarters
  45. Check · KO 8+ quarters
  46. Check · PEP 8+ quarters
  47. Check · NOV 8+ quarters
  48. Check · BBYD 8+ quarters
  49. Check · Directv 8+ quarters
  50. Chou · CHT 8+ quarters

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.