| Stock | Move | Managers | Total | Largest |
|---|
G GOOGLAlphabet Inc. Class A | new | 19 | +56.01 pp | Cantillon +7.39 pp |
H HPEHewlett Packard Enterprise Company | new | 11 | +10.80 pp | Dodge & Cox +3.24 pp |
H HPQHP Inc. | new | 7 | +5.97 pp | Dodge & Cox +2.32 pp |
C CMCSAComcast Corp | new | 5 | +2.86 pp | Tweedy +1.82 pp |
P PEverpure, Inc. | new | 5 | +6.30 pp | Duquesne +3.64 pp |
S SPYState Street SPDR S&P 500 ETF Trust | new | 5 | +0.62 pp | Miller +0.57 pp |
M METAMeta Platforms, Inc. Class A | new | 4 | +3.14 pp | Torray +2.05 pp |
K KMIKinder Morgan, Inc. | new | 4 | +3.59 pp | Appaloosa +3.20 pp |
M MSGSMadison Square Garden Sports Corp. | new | 4 | +1.75 pp | Ariel +1.12 pp |
R RYAAYRyanair Holdings plc | new | 4 | +1.67 pp | Baillie +1.20 pp |
S SYFSynchrony Financial | new | 4 | +7.56 pp | Soros +4.63 pp |
A AXPAmerican Express Company | added | 12 | +1.39 pp | FPA +1.35 pp |
J JNJJohnson & Johnson | added | 10 | +1.56 pp | Jensen +0.50 pp |
G GOOGAlphabet Inc. Class C | added | 9 | +15.25 pp | Coatue +7.23 pp |
V VVISA Inc. | added | 9 | +5.03 pp | Egerton +2.15 pp |
A AMZNAmazon.Com Inc | added | 8 | +22.70 pp | Duquesne +13.01 pp |
A AAPLApple Inc. | added | 8 | -0.73 pp | Oakmark +0.02 pp |
M MSFTMicrosoft Corp | added | 8 | +11.99 pp | Egerton +3.95 pp |
O ORCLOracle Corp | added | 8 | +0.38 pp | FPA +0.43 pp |
M MAMastercard Incorporated | added | 7 | +1.27 pp | Jensen +0.56 pp |
K KMXCarMax Inc. | added | 6 | -0.26 pp | Akre +0.28 pp |
| CCMCSAComcast Corp | added | 6 | +6.14 pp | First Eagle +3.39 pp |
Q QCOMQualcomm Inc | added | 6 | -0.57 pp | FPA -0.03 pp |
U UALUnited Airlines Holdings, Inc. | added | 6 | +3.25 pp | Altimeter +1.86 pp |
| V—Valeant Pharmaceuticals Intl | added | 6 | -18.87 pp | Davis +0.49 pp |
W WFCWells Fargo & Co. | added | 6 | +1.40 pp | Berkshire +0.83 pp |
T TAT&T Inc. | added | 5 | +0.30 pp | Matrix +0.22 pp |
A AIGAmerican International Group, Inc. | added | 5 | +12.87 pp | Icahn +8.61 pp |
A ADIAnalog Devices, Inc. | added | 5 | -0.77 pp | Sound Shore +0.38 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 5 | +0.14 pp | Davis +0.14 pp |
L LNGCheniere Energy Inc | added | 5 | -4.10 pp | Viking -0.18 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | +0.37 pp | FPA +0.36 pp |
C CCitigroup Inc. | added | 5 | +1.78 pp | Greenhaven +0.68 pp |
D DALDelta Air Lines, Inc. | added | 5 | +0.38 pp | Soros +1.06 pp |
D DEODiageo plc | added | 5 | +0.24 pp | Markel +0.18 pp |
F FASTFastenal Co | added | 5 | +0.43 pp | Giverny +0.20 pp |
| G—General Electric Co | added | 5 | +1.47 pp | FPA +0.77 pp |
H HOGHarley-Davidson, Inc. | added | 5 | -1.80 pp | Matrix +0.34 pp |
J JDJD.com, Inc. | added | 5 | +1.09 pp | Egerton +1.75 pp |
M MRKMerck & Co., Inc. | added | 5 | +0.72 pp | Brandes +0.31 pp |
N NFLXNetFlix Inc | added | 5 | +2.58 pp | Viking +1.59 pp |
P PFEPfizer Inc. | added | 5 | +2.17 pp | Maverick +1.52 pp |
P PMPhilip Morris International Inc. | added | 5 | +0.89 pp | Russo +0.43 pp |
U UTXZRTX Corporation | added | 5 | +6.38 pp | Southeastern +3.92 pp |
S SLBSLB Limited | added | 5 | +0.20 pp | Markel +0.07 pp |
A AIYActivision Blizzard Inc | added | 4 | +4.81 pp | Coatue +1.82 pp |
B BABAAlibaba Group Holding Limited | added | 4 | +2.34 pp | Baillie +1.21 pp |
E ELVElevance Health, Inc. | added | 4 | +0.77 pp | Dodge & Cox +0.41 pp |
B BACBank of America Corporation | added | 4 | +0.59 pp | FPA +0.38 pp |
B BDXBecton, Dickinson and Co. | added | 4 | +0.81 pp | Jensen +0.59 pp |
| C—Cigna Corporation | added | 4 | +2.70 pp | PAR +2.42 pp |
| C—Charter Comm's Inc | added | 4 | +1.07 pp | Oakmark +0.52 pp |
C CLColgate-Palmolive Company | added | 4 | -0.29 pp | Davis 0.00 pp |
D DEDeere & Company | added | 4 | +0.61 pp | Berkshire +0.33 pp |
D DISThe Walt Disney Company | added | 4 | -0.42 pp | Markel +0.28 pp |
E EMREmerson Electric Co. | added | 4 | +0.63 pp | Tweedy +0.34 pp |
G GSGoldman Sachs Group Inc. | added | 4 | +0.07 pp | Oakmark +0.08 pp |
H HALHalliburton Company | added | 4 | +0.43 pp | FPA +0.66 pp |
| L—Leucadia National | added | 4 | +1.09 pp | FPA +1.15 pp |
M MCOMoody's Corporation | added | 4 | +0.49 pp | Triple Frond +0.58 pp |
N NKENike, Inc. | added | 4 | -0.05 pp | Viking +0.41 pp |
P PEPPepsiCo, Inc. | added | 4 | -0.23 pp | First Eagle +0.36 pp |
T TROWT Rowe Price Group Inc | added | 4 | +0.01 pp | Markel +0.04 pp |
| P—Priceline Grp Inc | added | 4 | -1.44 pp | Dodge & Cox +0.01 pp |
| Q—Qunar ADR | added | 4 | +6.41 pp | Jericho +2.26 pp |
S SCHWThe Charles Schwab Corporation | added | 4 | +6.09 pp | Greenberg +4.27 pp |
T TJXTJX Companies, Inc. (The) | added | 4 | -0.74 pp | Baillie -0.01 pp |
| T—Time Warner Cable Inc | added | 4 | +0.68 pp | Third Point +0.38 pp |
| T—Towers Watson & Co. | added | 4 | +0.77 pp | ValueAct +0.41 pp |
T TDGTransDigm Group Incorporated | added | 4 | +1.17 pp | AltaRock +0.91 pp |
U USBU.S. Bancorp | added | 4 | +0.39 pp | Check +0.30 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 4 | -0.01 pp | Matrix +0.14 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 4 | +1.43 pp | Jensen +0.94 pp |
L LBTYKLiberty Global Ltd. Class C | added | 4 | +3.64 pp | AltaRock +2.86 pp |
| MMSFTMicrosoft Corp | trimmed | 20 | +10.26 pp | Pzena -0.34 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 15 | -4.73 pp | Cantillon -6.15 pp |
| WWFCWells Fargo & Co. | trimmed | 15 | -0.74 pp | Davis -0.54 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 13 | +0.22 pp | Gates Trust -1.11 pp |
J JPMJPMorgan Chase & Co. | trimmed | 13 | +4.17 pp | Egerton -0.84 pp |
I IBMInternational Business Machines Corporation | trimmed | 12 | -6.88 pp | Fairfax -3.05 pp |
| AAAPLApple Inc. | trimmed | 11 | -18.35 pp | Greenlight -8.74 pp |
B BNYBank of New York Mellon Corporation | trimmed | 10 | -0.04 pp | Tweedy -0.34 pp |
| MMAMastercard Incorporated | trimmed | 10 | -4.61 pp | Viking -1.81 pp |
| VVVISA Inc. | trimmed | 10 | +0.77 pp | PRIMECAP -0.08 pp |
W WMTWalmart Inc. | trimmed | 10 | -0.48 pp | Pzena -0.28 pp |
C COPConocoPhillips | trimmed | 9 | -0.48 pp | Tweedy -0.16 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 9 | -5.20 pp | Duquesne -3.70 pp |
| AAMZNAmazon.Com Inc | trimmed | 8 | +1.62 pp | Oakmark -1.34 pp |
| AAXPAmerican Express Company | trimmed | 8 | -3.91 pp | TCI -2.07 pp |
| BBACBank of America Corporation | trimmed | 8 | -9.57 pp | Fairholme -9.65 pp |
| D—Du Pont E I De Nemours & Co | trimmed | 8 | -2.02 pp | Jensen -2.04 pp |
X XOMExxon Mobil Corp | trimmed | 8 | -0.32 pp | Yacktman -0.36 pp |
| JJNJJohnson & Johnson | trimmed | 8 | +1.95 pp | Ariel -0.01 pp |
| OORCLOracle Corp | trimmed | 8 | -1.53 pp | Weitz -1.07 pp |
| PPEPPepsiCo, Inc. | trimmed | 8 | -0.27 pp | Yacktman -0.14 pp |
P PXGBXPraxair Inc | trimmed | 8 | -1.95 pp | Greenhaven -1.41 pp |
P PGProcter & Gamble Company | trimmed | 8 | +0.32 pp | Yacktman -0.01 pp |
T TXNTexas Instruments Incorporated | trimmed | 8 | -0.35 pp | Sound Shore -0.72 pp |
A ABTAbbott Laboratories | trimmed | 7 | +0.19 pp | Check +0.01 pp |
| AAIGAmerican International Group, Inc. | trimmed | 7 | -0.76 pp | Fairholme -0.53 pp |