| Stock | Move | Managers | Total | Largest |
|---|
P PYPLPayPal Holdings, Inc. | new | 12 | +32.04 pp | Lindsell +8.92 pp |
1 1LGEUSDLiberty Global PLC Lilac - C | new | 10 | +1.06 pp | AltaRock +0.38 pp |
K KHCThe Kraft Heinz Company | new | 9 | +33.18 pp | Berkshire +18.04 pp |
G GOOGLAlphabet Inc. Class A | new | 8 | +11.16 pp | Wedgewood +3.77 pp |
9 99998USDLiberty Global PLC Lilac - A | new | 6 | +0.10 pp | Greenlight +0.03 pp |
B BIDUBaidu, Inc. | new | 5 | +37.51 pp | Punch Card +28.97 pp |
| C—Charter Comm's Inc | new | 5 | +12.10 pp | Jericho +7.55 pp |
C CCThe Chemours Company | new | 5 | +0.30 pp | Trian +0.27 pp |
A AMZNAmazon.Com Inc | new | 4 | +11.32 pp | Duquesne +5.74 pp |
| B—Baxalta Inc | new | 4 | +4.28 pp | Tweedy +2.35 pp |
M MSFTMicrosoft Corp | new | 4 | +10.23 pp | Egerton +2.79 pp |
Z ZZillow Group, Inc. Class C | new | 4 | +4.29 pp | Altimeter +2.97 pp |
A AAPLApple Inc. | added | 14 | +10.73 pp | Greenlight +9.25 pp |
A AXPAmerican Express Company | added | 11 | +5.78 pp | TCI +3.46 pp |
| MMSFTMicrosoft Corp | added | 11 | +6.09 pp | ValueAct +1.87 pp |
G GOOGAlphabet Inc. Class C | added | 10 | +13.93 pp | Cantillon +7.76 pp |
M MAMastercard Incorporated | added | 9 | -2.07 pp | Vulcan +0.60 pp |
O ORCLOracle Corp | added | 9 | +1.91 pp | Vulcan +1.35 pp |
V VVISA Inc. | added | 9 | +1.32 pp | Vulcan +0.57 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 8 | +7.50 pp | Gates Trust +5.18 pp |
J JDJD.com, Inc. | added | 8 | -1.40 pp | Duquesne +1.88 pp |
J JNJJohnson & Johnson | added | 8 | +3.84 pp | Jensen +1.18 pp |
D DALDelta Air Lines, Inc. | added | 7 | +11.22 pp | Appaloosa +5.33 pp |
X XOMExxon Mobil Corp | added | 7 | +0.94 pp | Pzena +0.92 pp |
M METAMeta Platforms, Inc. Class A | added | 7 | +35.51 pp | Duquesne +31.55 pp |
Q QCOMQualcomm Inc | added | 7 | +0.43 pp | Causeway +0.39 pp |
| Q—Qunar ADR | added | 7 | -0.96 pp | Soros +0.79 pp |
S SCHWThe Charles Schwab Corporation | added | 7 | +0.48 pp | Egerton +1.60 pp |
C CATCaterpillar Inc. | added | 6 | -0.03 pp | Oakmark +0.29 pp |
C CVXChevron Corporation | added | 6 | +0.26 pp | Brandes +0.29 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | +3.57 pp | Vulcan +2.13 pp |
F FASTFastenal Co | added | 6 | -1.21 pp | Baillie +0.01 pp |
| G—General Electric Co | added | 6 | +8.44 pp | Trian +6.76 pp |
I IBMInternational Business Machines Corporation | added | 6 | -3.36 pp | Matrix +0.02 pp |
J JPMJPMorgan Chase & Co. | added | 6 | +1.59 pp | Muhlenkamp +1.25 pp |
O OMCOmnicom Group Inc. | added | 6 | +0.56 pp | Jensen +0.18 pp |
P PEPPepsiCo, Inc. | added | 6 | +2.38 pp | Fundsmith +0.98 pp |
P PGProcter & Gamble Company | added | 6 | +1.02 pp | Jensen +0.58 pp |
S SLBSLB Limited | added | 6 | -0.53 pp | Wedgewood +0.30 pp |
M MMM3M Company | added | 6 | +1.56 pp | Greenhaven +0.73 pp |
| T—Twenty First Centy Fox Inc | added | 6 | +1.51 pp | Greenlight +0.76 pp |
A ACTAllergan PLC | added | 6 | +4.76 pp | Soros +3.44 pp |
L LBTYKLiberty Global Ltd. Class C | added | 6 | +6.51 pp | Maverick +4.41 pp |
| BBIDUBaidu, Inc. | added | 5 | -1.57 pp | Ariel +0.35 pp |
B BAXBaxter International Inc. | added | 5 | +14.29 pp | Third Point +14.43 pp |
| B—Brookfield Asset Mgmt Inc | added | 5 | +3.12 pp | Greenberg +3.02 pp |
L LNGCheniere Energy Inc | added | 5 | +2.22 pp | Icahn +4.71 pp |
C CCitigroup Inc. | added | 5 | +1.11 pp | Greenhaven +0.39 pp |
| D—Du Pont E I De Nemours & Co | added | 5 | -4.43 pp | Torray +0.17 pp |
E EBAYeBay Inc | added | 5 | -3.32 pp | Kensico +0.25 pp |
G GMGeneral Motors Company | added | 5 | +4.82 pp | Century +2.50 pp |
| G—Google Inc. | added | 5 | +8.33 pp | Cooperman +4.38 pp |
T TVGrupo Televisa S.A. | added | 5 | -0.99 pp | Baillie +0.05 pp |
| H—Hewlett Packard Co | added | 5 | +0.39 pp | Dodge & Cox +0.38 pp |
| M—Monsanto Co | added | 5 | +0.26 pp | Weitz +0.38 pp |
M MCOMoody's Corporation | added | 5 | +2.72 pp | Triple Frond +2.65 pp |
N NOVNOV Inc. | added | 5 | +1.22 pp | Fairholme +0.68 pp |
P PFEPfizer Inc. | added | 5 | +0.63 pp | Mairs +0.38 pp |
P PXGBXPraxair Inc | added | 5 | +0.33 pp | First Eagle +0.35 pp |
T TROWT Rowe Price Group Inc | added | 5 | +0.21 pp | Vulcan +0.13 pp |
| P—Priceline Grp Inc | added | 5 | +4.19 pp | PAR +1.23 pp |
T TXNTexas Instruments Incorporated | added | 5 | +0.82 pp | Sound Shore +0.55 pp |
T TWXTime Warner Inc | added | 5 | -0.05 pp | Greenlight +0.28 pp |
U USBU.S. Bancorp | added | 5 | +1.22 pp | Century +0.90 pp |
| V—Valeant Pharmaceuticals Intl | added | 5 | -5.54 pp | Lone Pine +0.70 pp |
W WMTWalmart Inc. | added | 5 | +0.80 pp | Pzena +0.54 pp |
W WFCWells Fargo & Co. | added | 5 | +0.20 pp | Dodge & Cox +0.10 pp |
| W—Willis Group Holdings Public | added | 5 | +0.39 pp | Pzena +0.37 pp |
T TAT&T Inc. | added | 4 | +0.31 pp | Torray +0.21 pp |
| AAMZNAmazon.Com Inc | added | 4 | +19.08 pp | Tiger Global +16.81 pp |
A AMGNAmgen Inc | added | 4 | -0.38 pp | First Eagle +0.03 pp |
9 9990302DApache Corp | added | 4 | -0.28 pp | Pzena +0.29 pp |
| A—Apollo Group Inc Class A | added | 4 | +0.05 pp | FPA +0.05 pp |
A ADPAutomatic Data Processing | added | 4 | +1.70 pp | Polen +1.05 pp |
B BPBP p.l.c. | added | 4 | -0.18 pp | Torray +0.13 pp |
B BACBank of America Corporation | added | 4 | +0.50 pp | Dodge & Cox +0.26 pp |
B BNYBank of New York Mellon Corporation | added | 4 | -1.84 pp | Viking +0.21 pp |
| C—CBS Corp | added | 4 | -0.19 pp | FPA +0.10 pp |
C CMECME Group Inc. | added | 4 | +0.48 pp | Cantillon +0.45 pp |
| C—Cabelas Inc. Cl A | added | 4 | -0.10 pp | Oakmark +0.03 pp |
C COFCapital One Financial | added | 4 | +0.69 pp | Davis +1.04 pp |
| C—Charter Comm's Inc | added | 4 | +3.85 pp | AltaRock +3.47 pp |
| C—Coach Inc | added | 4 | -0.03 pp | Ariel 0.00 pp |
C CMCSAComcast Corp | added | 4 | +6.59 pp | TCI +4.70 pp |
C COPConocoPhillips | added | 4 | -0.29 pp | Sequoia 0.00 pp |
C COSTCostco Wholesale Corp | added | 4 | +0.12 pp | Sequoia +0.10 pp |
D DVADaVita Inc. | added | 4 | +3.03 pp | Century +1.65 pp |
D DISThe Walt Disney Company | added | 4 | -0.96 pp | Davis 0.00 pp |
B BENFranklin Templeton, Inc. | added | 4 | +1.38 pp | Vulcan +1.16 pp |
| G—Glaxosmithkline PLC | added | 4 | +0.40 pp | Brandes +0.33 pp |
H HALHalliburton Company | added | 4 | +1.10 pp | Greenberg +0.95 pp |
H HOGHarley-Davidson, Inc. | added | 4 | +0.65 pp | Markel +0.25 pp |
I IBNICICI Bank Limited | added | 4 | -0.28 pp | Oaktree +0.05 pp |
M MRKMerck & Co., Inc. | added | 4 | +0.06 pp | PRIMECAP +0.04 pp |
N NKENike, Inc. | added | 4 | +1.43 pp | Polen +0.74 pp |
O ORLYO'Reilly Automotive, Inc. | added | 4 | +1.49 pp | Sequoia +0.74 pp |
P PBR.APetroleo Brasileiro S.A.-Petrobras | added | 4 | -3.37 pp | Oaktree +0.67 pp |
P PMPhilip Morris International Inc. | added | 4 | +0.57 pp | Ariel +0.26 pp |
| P—Precision Castparts Corp | added | 4 | +7.12 pp | Semper +4.51 pp |
U UTXZRTX Corporation | added | 4 | +5.57 pp | Davis +3.25 pp |