| Stock | Move | Managers | Total | Largest |
|---|
A ACTAllergan PLC | new | 12 | +38.23 pp | Third Point +9.87 pp |
T TGNATEGNA Inc. | new | 4 | +4.08 pp | Ariel +1.77 pp |
G GOOGAlphabet Inc. Class C | added | 18 | +1.44 pp | Southeastern +1.57 pp |
M MSFTMicrosoft Corp | added | 12 | +6.47 pp | Lone Pine +2.71 pp |
| G—Google Inc. | added | 9 | +2.14 pp | Viking +2.06 pp |
J JNJJohnson & Johnson | added | 9 | +3.20 pp | Fundsmith +0.94 pp |
M MAMastercard Incorporated | added | 9 | -0.11 pp | Russo +0.46 pp |
V VVISA Inc. | added | 9 | -1.04 pp | Russo +0.05 pp |
A AXPAmerican Express Company | added | 8 | +1.01 pp | Torray +0.58 pp |
B BACBank of America Corporation | added | 8 | +3.01 pp | Torray +0.74 pp |
J JPMJPMorgan Chase & Co. | added | 8 | +5.70 pp | Egerton +1.98 pp |
Q QCOMQualcomm Inc | added | 8 | -1.07 pp | Matrix +0.03 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 7 | -0.39 pp | Ariel +0.02 pp |
N NOVNOV Inc. | added | 7 | +0.17 pp | Dodge & Cox +0.16 pp |
W WFCWells Fargo & Co. | added | 7 | +0.97 pp | Torray +0.90 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | +1.40 pp | Torray +0.81 pp |
M METAMeta Platforms, Inc. Class A | added | 6 | +14.18 pp | Duquesne +8.19 pp |
F FASTFastenal Co | added | 6 | +0.15 pp | Sequoia +0.13 pp |
G GMGeneral Motors Company | added | 6 | +4.10 pp | Appaloosa +1.92 pp |
| H—Hewlett Packard Co | added | 6 | +1.04 pp | Torray +0.75 pp |
O ORCLOracle Corp | added | 6 | -0.60 pp | Sound Shore +0.16 pp |
U USBU.S. Bancorp | added | 6 | +3.28 pp | Century +2.25 pp |
A AVPAvon Products, Inc. | added | 5 | +0.01 pp | Weitz +0.08 pp |
C CVXChevron Corporation | added | 5 | -0.52 pp | Check 0.00 pp |
C CCitigroup Inc. | added | 5 | +1.74 pp | Greenhaven +1.35 pp |
| C—Coach Inc | added | 5 | -0.89 pp | Markel +0.02 pp |
D DISThe Walt Disney Company | added | 5 | +0.06 pp | Markel +0.34 pp |
| D—Dow Chemical Co | added | 5 | +2.99 pp | Third Point +1.07 pp |
| E—E M C Corp Mass | added | 5 | +1.90 pp | Torray +0.85 pp |
E EBAYeBay Inc | added | 5 | +0.10 pp | Fundsmith +0.67 pp |
| E—Express Scripts Hldg Co | added | 5 | +3.15 pp | Check +3.61 pp |
| G—General Electric Co | added | 5 | +1.90 pp | Torray +0.89 pp |
P PMPhilip Morris International Inc. | added | 5 | +0.97 pp | Russo +0.52 pp |
V VZVerizon Communications | added | 5 | +0.63 pp | Tweedy +0.50 pp |
W WMTWalmart Inc. | added | 5 | +1.40 pp | Pzena +1.46 pp |
L LBTYKLiberty Global Ltd. Class C | added | 5 | -0.49 pp | Maverick +1.82 pp |
A AAPLApple Inc. | added | 4 | -0.28 pp | Muhlenkamp +0.31 pp |
A AMATApplied Materials Inc | added | 4 | +0.02 pp | Sound Shore +0.06 pp |
B BIDUBaidu, Inc. | added | 4 | +0.20 pp | Ariel +0.34 pp |
B BDXBecton, Dickinson and Co. | added | 4 | +1.04 pp | Torray +0.65 pp |
| B—Brookfield Asset Mgmt Inc | added | 4 | -0.35 pp | Baron 0.00 pp |
C CHKChesapeake Energy Corp | added | 4 | -0.03 pp | Torray +0.43 pp |
| C—Chubb | added | 4 | +0.75 pp | Torray +0.73 pp |
D DALDelta Air Lines, Inc. | added | 4 | -0.21 pp | First Eagle +0.03 pp |
D DEODiageo plc | added | 4 | +0.19 pp | Markel +0.14 pp |
X XOMExxon Mobil Corp | added | 4 | +0.23 pp | Semper +0.23 pp |
T TVGrupo Televisa S.A. | added | 4 | +0.95 pp | First Eagle +0.45 pp |
H HSBCHSBC Holdings PLC | added | 4 | +0.17 pp | Causeway +0.14 pp |
H HALHalliburton Company | added | 4 | +0.08 pp | ValueAct +0.32 pp |
| I—Ingram Micro Inc | added | 4 | +4.68 pp | Atlantic +4.65 pp |
I IBMInternational Business Machines Corporation | added | 4 | +0.74 pp | Torray +0.90 pp |
J JDJD.com, Inc. | added | 4 | +20.55 pp | Tiger Global +17.73 pp |
M MTBM&T Bank Corp. | added | 4 | -0.10 pp | Wedgewood +0.34 pp |
M MKLMarkel Group Inc. | added | 4 | +0.12 pp | Check +0.18 pp |
| M—Monsanto Co | added | 4 | +2.18 pp | Soros +1.07 pp |
M MCOMoody's Corporation | added | 4 | -6.25 pp | Markel +0.05 pp |
O OMCOmnicom Group Inc. | added | 4 | -0.37 pp | First Eagle 0.00 pp |
| P—Precision Castparts Corp | added | 4 | +0.03 pp | Weitz +0.10 pp |
| P—Priceline Grp Inc | added | 4 | +4.27 pp | Tiger Global +3.27 pp |
| Q—Qunar ADR | added | 4 | +1.74 pp | Soros +0.72 pp |
U UTXZRTX Corporation | added | 4 | -0.93 pp | PRIMECAP 0.00 pp |
R RDS.ARoyal Dutch Shell PLC | added | 4 | +0.04 pp | Pzena +0.05 pp |
S SLBSLB Limited | added | 4 | +0.45 pp | Wedgewood +0.22 pp |
U UALUnited Airlines Holdings, Inc. | added | 4 | -3.35 pp | PAR +0.25 pp |
W WBAWalgreens Boots Alliance, Inc | added | 4 | +4.33 pp | Viking +3.07 pp |
| A—Aon PLC | added | 4 | +3.51 pp | Southeastern +2.83 pp |
| MMSFTMicrosoft Corp | trimmed | 13 | +2.66 pp | Baillie -0.03 pp |
| WWFCWells Fargo & Co. | trimmed | 13 | -1.07 pp | Egerton -1.76 pp |
| OORCLOracle Corp | trimmed | 12 | -1.98 pp | Polen -0.56 pp |
| G—Google Inc. | trimmed | 11 | -0.98 pp | Whale Rock -0.23 pp |
| VVVISA Inc. | trimmed | 11 | -5.20 pp | AltaRock -5.28 pp |
| AAAPLApple Inc. | trimmed | 10 | -3.90 pp | Whale Rock -2.94 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 10 | -4.43 pp | Gates Trust -2.15 pp |
A AIGAmerican International Group, Inc. | trimmed | 9 | -0.38 pp | Viking -1.48 pp |
B BPBP p.l.c. | trimmed | 9 | +0.17 pp | Pzena -0.03 pp |
B BNYBank of New York Mellon Corporation | trimmed | 9 | -1.91 pp | Davis -1.49 pp |
| XXOMExxon Mobil Corp | trimmed | 9 | -0.36 pp | Matrix -0.23 pp |
| JJNJJohnson & Johnson | trimmed | 9 | -0.77 pp | Tweedy -0.46 pp |
| V—Valeant Pharmaceuticals Intl | trimmed | 9 | -1.62 pp | ValueAct -3.74 pp |
| C—Comcast Corp. Spl Cl A | trimmed | 8 | -0.90 pp | Cooperman -0.47 pp |
| IIBMInternational Business Machines Corporation | trimmed | 8 | 0.00 pp | Matrix -0.20 pp |
| MMAMastercard Incorporated | trimmed | 8 | -0.61 pp | Lone Pine -0.74 pp |
A ABTAbbott Laboratories | trimmed | 7 | +0.36 pp | Check -0.02 pp |
A ADBEAdobe Inc. | trimmed | 7 | -1.13 pp | Maverick -1.23 pp |
| AAXPAmerican Express Company | trimmed | 7 | -0.20 pp | Matrix -0.22 pp |
9 9990302DApache Corp | trimmed | 7 | -0.78 pp | Third Ave -0.27 pp |
K KMXCarMax Inc. | trimmed | 7 | -0.09 pp | Dodge & Cox -0.39 pp |
| EEBAYeBay Inc | trimmed | 7 | -2.05 pp | Cooperman -0.85 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 7 | -2.67 pp | Maverick -1.28 pp |
I INTCIntel Corp | trimmed | 7 | -0.25 pp | Pzena -0.11 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 7 | +1.33 pp | Brandes -0.06 pp |
M MCDMcDonald's Corporation | trimmed | 7 | -0.40 pp | Southeastern -0.36 pp |
P PFEPfizer Inc. | trimmed | 7 | -1.18 pp | Kahn -0.61 pp |
P PXGBXPraxair Inc | trimmed | 7 | +0.03 pp | Greenhaven -0.13 pp |
| P—Priceline Grp Inc | trimmed | 7 | -2.72 pp | Appaloosa -1.95 pp |
P PGProcter & Gamble Company | trimmed | 7 | -0.14 pp | Sound Shore -0.14 pp |
| WWMTWalmart Inc. | trimmed | 7 | -1.21 pp | Yacktman -0.40 pp |
B BABAAlibaba Group Holding Limited | trimmed | 6 | -13.59 pp | Tiger Global -6.03 pp |
| BBACBank of America Corporation | trimmed | 6 | +4.49 pp | Mairs -0.02 pp |
| CCSCOCisco Systems, Inc. (DE) | trimmed | 6 | -2.08 pp | Century -1.92 pp |