Q1 2016 season
Filings
| Abrams BisonGavin Abrams | May 16 | $966M | 8 | 0 | 0 |
| AltimeterBrad Gerstner | May 16 | $1.5B | 15 | 1 | 6 |
| AtlanticAlex Roepers | May 16 | $916M | 13 | 2 | 6 |
| BaronRon Baron | May 16 | $18.9B | 295 | 23 | 41 |
| BerkshireGreg Abel | May 16 | $128.6B | 47 | 1 | 2 |
| CausewaySarah Ketterer | May 16 | $4.3B | 74 | 3 | 6 |
| CenturyArnold Van Den Berg | May 16 | $760M | 80 | 10 | 8 |
| CoatuePhilippe Laffont | May 16 | $8.0B | 56 | 23 | 23 |
| CoopermanLeon Cooperman | May 16 | $3.8B | 70 | 27 | 22 |
| DuquesneStanley Druckenmiller | May 16 | $1.1B | 32 | 25 | 5 |
| EngagedGlenn Welling | May 16 | $296M | 12 | 2 | 1 |
| FairholmeBruce Berkowitz | May 16 | $1.7B | 13 | 0 | 6 |
| FPASteven Romick | May 16 | $11.0B | 97 | 13 | 20 |
| GreenbergGlenn Greenberg | May 16 | $2.1B | 14 | 2 | 3 |
| GreenlightDavid Einhorn | May 16 | $5.9B | 42 | 5 | 11 |
| IcahnCarl Icahn | May 16 | $21.5B | 21 | 1 | 6 |
| JerichoJosh Resnick | May 16 | $2.1B | 33 | 20 | 13 |
| KensicoJohn Whalen | May 16 | $5.0B | 29 | 7 | 5 |
| Lone PineDavid Craver | May 16 | $19.7B | 37 | 6 | 9 |
| MairsAndrew Adams | May 16 | $7.0B | 188 | 5 | 7 |
Shared moves
| WTWWillis Towers Watson Public Limited Company | +25.24 pp | ValueAct+9.10 pp | |
| CBChubb Limited | +6.56 pp | Third Point+2.68 pp | |
| AAPLApple Inc. | +6.33 pp | Jericho+4.80 pp | |
| unresolvedManitowoc Foodservice Inc | +12.75 pp | Abrams+7.84 pp | |
| MCKMcKesson Corporation | +4.75 pp | PAR+2.52 pp | |
| unresolvedBroadcom Ltd | +15.92 pp | Viking+6.69 pp | |
| METAMeta Platforms, Inc. Class A | +17.38 pp | Viking+10.11 pp | |
| LOWLowe's Companies Inc. | +2.55 pp | Third Point+2.13 pp | |
| unresolvedYahoo Inc | +16.69 pp | TCI+9.82 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 10+15.94 pp | 14-15.21 pp | +0.73 pp |
| MSFTMicrosoft Corp | 5+8.85 pp | 17-16.54 pp | -7.69 pp |
| WFCWells Fargo & Co. | 7+1.35 pp | 12-8.87 pp | -7.52 pp |
| AAPLApple Inc. | 9+14.64 pp | 8-29.52 pp | -14.88 pp |
| VVISA Inc. | 8+13.31 pp | 7-2.64 pp | +10.67 pp |
| MAMastercard Incorporated | 6+2.99 pp | 9-3.53 pp | -0.54 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 5+8.42 pp | 10-12.31 pp | -3.89 pp |
| METAMeta Platforms, Inc. Class A | 10+25.99 pp | 5-20.39 pp | +5.60 pp |
| ACTAllergan PLC | 6+13.68 pp | 8-11.21 pp | +2.47 pp |
| AXPAmerican Express Company | 5+2.66 pp | 8-9.05 pp | -6.39 pp |
Most widely held
| MSFTMicrosoft Corp | 3.2% | 31.2% | |
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 4.3% | 14.9% | |
| AAPLApple Inc. | 0.7% | 16.0% | |
| VVISA Inc. | 1.9% | 8.7% | |
| WFCWells Fargo & Co. | 2.7% | 67.4% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 5.6% | 57.3% | |
| AXPAmerican Express Company | 0.6% | 7.2% | |
| JNJJohnson & Johnson | 1.0% | 10.1% | |
| MAMastercard Incorporated | 1.8% | 9.4% | |
| AMZNAmazon.Com Inc | 0.9% | 9.0% |
Across the managers
| WTWWillis Towers Watson Public Limited Company | 9.1% | |
| CBChubb Limited | 2.7% | |
| unresolvedManitowoc Foodservice Inc | 7.8% | |
| unresolvedBroadcom Ltd | 6.7% | |
| CNCCentene Corporation | 0.2% | |
| unresolvedForest City Rlty Tr Inc | 4.6% | |
| RACEFerrari N.V. | 15.4% | |
| AEEAmeren Corporation | 0.0% | |
| EDConsolidated Edison, Inc. | 1.0% | |
| DNRDenbury Resources, Inc. | 0.0% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 11 quarters up to the prior season.










































































