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Q3 2015 seasonComplete

79 filed · 19 no filing

As of
Sep 30, 2015
Due
Nov 14, 2015
Filed
79 of 98
Moves
5001 · prev 4771
Stocks moved by 2+
632 · prev 607
Amendments
2

Filings79 of 98 filed

First EagleKimball BrookerNov 23$39.7B3211 amend.2520
MillerBill Miller IVNov 17$2.3B801 amend.310
Abrams BisonGavin AbramsNov 16$911M810
AtlanticAlex RoepersNov 16$1.1B1883
BaronRon BaronNov 16$22.1B3422235
BerkshireGreg AbelNov 16$127.4B4843
CenturyArnold Van Den BergNov 16$778M84314
CoopermanLeon CoopermanNov 16$5.0B821333
FairholmeBruce BerkowitzNov 16$3.5B2293
FPASteven RomickNov 16$11.5B1353014
GreenbergGlenn GreenbergNov 16$3.1B1622
GreenlightDavid EinhornNov 16$5.9B4067
IcahnCarl IcahnNov 16$27.9B2452
JerichoJosh ResnickNov 16$1.6B29108
KensicoJohn WhalenNov 16$4.7B3216
Lone PineDavid CraverNov 16$22.4B43912
MairsAndrew AdamsNov 16$6.4B174512
MaverickBen SilverNov 16$5.8B1162125
PARPaul ReederNov 16$4.7B80114
PershingBill AckmanNov 16$14.0B810

Shared moves632 stocks moved by 2+ managers

PYPLPayPal Holdings, Inc.12 managers+32.04 ppLindsell+8.92 pp
1LGEUSDLiberty Global PLC Lilac - C10 managers+1.06 ppAltaRock+0.38 pp
KHCThe Kraft Heinz Company9 managers+33.18 ppBerkshire+18.04 pp
GOOGLAlphabet Inc. Class A8 managers+11.16 ppWedgewood+3.77 pp
99998USDLiberty Global PLC Lilac - A6 managers+0.10 ppGreenlight+0.03 pp
BIDUBaidu, Inc.5 managers+37.51 ppPunch Card+28.97 pp
unresolvedCharter Comm's Inc5 managers+12.10 ppJericho+7.55 pp
CCThe Chemours Company5 managers+0.30 ppTrian+0.27 pp
AMZNAmazon.Com Inc4 managers+11.32 ppDuquesne+5.74 pp
unresolvedBaxalta Inc4 managers+4.28 ppTweedy+2.35 pp
View all 216 moves →

Where the managers disagree305 names

MSFTMicrosoft Corp14+16.30 pp10-5.74 pp+10.56 pp
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C14+24.01 pp9-4.72 pp+19.29 pp
EBAYeBay Inc6+4.50 pp9-32.36 pp-27.86 pp
VVISA Inc.7+1.85 pp7-3.72 pp-1.87 pp
BIDUBaidu, Inc.8+39.78 pp6-17.38 pp+22.40 pp
MAMastercard Incorporated8+6.24 pp6-6.98 pp-0.74 pp
AXPAmerican Express Company10+6.23 pp4-1.78 pp+4.45 pp
WFCWells Fargo & Co.2+0.16 pp12-6.76 pp-6.60 pp
AMZNAmazon.Com Inc7+30.36 pp6-5.85 pp+24.51 pp
QCOMQualcomm Inc6+1.39 pp6-3.86 pp-2.47 pp

Most widely heldtop 50 of 1584 · 79 filed

MSFTMicrosoft Corp34 managers2.9%19.4%
GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C27 managers2.5%11.8%
AAPLApple Inc.26 managers0.5%20.9%
WFCWells Fargo & Co.26 managers3.1%66.1%
VVISA Inc.25 managers1.5%7.5%
AXPAmerican Express Company24 managers0.7%8.8%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.23 managers5.7%60.0%
MAMastercard Incorporated23 managers1.9%9.8%
JNJJohnson & Johnson21 managers1.1%10.7%
IBMInternational Business Machines Corporation20 managers0.4%18.3%
View all 1584 →

Across the managers172 first held · 212 no longer held

PYPLPayPal Holdings, Inc.12 managers8.9%
1LGEUSDLiberty Global PLC Lilac - C10 managers0.4%
KHCThe Kraft Heinz Company9 managers18.0%
GOOGLAlphabet Inc. Class A8 managers3.8%
99998USDLiberty Global PLC Lilac - A6 managers0.0%
CCThe Chemours Company5 managers0.3%
unresolvedBaxalta Inc4 managers2.4%
ZZillow Group, Inc. Class C4 managers3.0%
unresolvedBlue Buffalo Pet Prods Inc3 managers0.2%
CABOCable One, Inc.3 managers0.1%

Streaks ended0 streaks of 20+ ended

  1. Akre · NLY 9+ quarters
  2. Akre · Nustar Gp Holdings LLC 9+ quarters
  3. Altimeter · CAR 9+ quarters
  4. Altimeter · META 9+ quarters
  5. Altimeter · Hertz Global Holdings Inc 9+ quarters
  6. Altimeter · Orbitz Worldwide Inc 9+ quarters
  7. Appaloosa · MAS 9+ quarters
  8. Ariel · BOBE 9+ quarters
  9. Ariel · Rentech, Inc. 9+ quarters
  10. Baillie · DIS 9+ quarters
  11. Baillie · ARCO 9+ quarters
  12. Baillie · IMAX 9+ quarters
  13. Baillie · TYG 9+ quarters
  14. Baillie · FEI Company 9+ quarters
  15. Baillie · Google Inc. 9+ quarters
  16. Baillie · Priceline Grp Inc 9+ quarters
  17. Baillie · Silver Wheaton (Nys) 9+ quarters
  18. Baron · GGG 9+ quarters
  19. Baron · CPRT 9+ quarters
  20. Baron · SSTK 9+ quarters
  21. Baron · FWM 9+ quarters
  22. Baron · SYT 9+ quarters
  23. Baron · FGA 9+ quarters
  24. Baron · Advent Software Inc 9+ quarters
  25. Baron · Google Inc. 9+ quarters
  26. Baron · Ipc The Hospitalist Co Inc 9+ quarters
  27. Baron · Precision Castparts Corp 9+ quarters
  28. Baron · Sirona Dental Systems Inc 9+ quarters
  29. Baron · Nielsen Holdings N V 9+ quarters
  30. Berkshire · VIAB 9+ quarters
  31. Berkshire · Directv 9+ quarters
  32. Berkshire · Kraft Foods Group Inc 9+ quarters
  33. Greenberg · Express Scripts Hldg Co 9+ quarters
  34. Cantillon · Google Inc. 9+ quarters
  35. Causeway · DIS 9+ quarters
  36. Causeway · UMC 9+ quarters
  37. Causeway · Advanced Semiconductor E-adr 9+ quarters
  38. Causeway · Reed Elsevier N V 9+ quarters
  39. Causeway · Siliconware Precision Inds L 9+ quarters
  40. Century · GLW 9+ quarters
  41. Century · EXC 9+ quarters
  42. Century · XOM 9+ quarters
  43. Century · WIRE 9+ quarters
  44. Century · Tidewater Inc 9+ quarters
  45. Cooperman · PVH 9+ quarters
  46. Cooperman · MCK 9+ quarters
  47. Cooperman · WPX 9+ quarters
  48. Davis · NTES 9+ quarters
  49. Davis · CDP 9+ quarters
  50. Davis · AES 9+ quarters

A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 9 quarters up to the prior season.