| Stock | Move | Managers | Total | Largest |
|---|
W WTWWillis Towers Watson Public Limited Company | new | 10 | +25.24 pp | ValueAct +9.10 pp |
C CBChubb Limited | new | 9 | +6.56 pp | Third Point +2.68 pp |
A AAPLApple Inc. | new | 5 | +6.33 pp | Jericho +4.80 pp |
| M—Manitowoc Foodservice Inc | new | 5 | +12.75 pp | Abrams +7.84 pp |
M MCKMcKesson Corporation | new | 5 | +4.75 pp | PAR +2.52 pp |
| B—Broadcom Ltd | new | 5 | +15.92 pp | Viking +6.69 pp |
M METAMeta Platforms, Inc. Class A | new | 4 | +17.38 pp | Viking +10.11 pp |
L LOWLowe's Companies Inc. | new | 4 | +2.55 pp | Third Point +2.13 pp |
| Y—Yahoo Inc | new | 4 | +16.69 pp | TCI +9.82 pp |
V VVISA Inc. | added | 15 | +2.77 pp | Egerton +1.51 pp |
G GOOGLAlphabet Inc. Class A | added | 11 | +4.07 pp | Viking +1.45 pp |
A AXPAmerican Express Company | added | 11 | +2.61 pp | FPA +1.29 pp |
| AAAPLApple Inc. | added | 11 | +8.34 pp | Greenlight +3.06 pp |
B BACBank of America Corporation | added | 10 | +3.18 pp | Fairholme +4.30 pp |
C CSCOCisco Systems, Inc. (DE) | added | 10 | +4.53 pp | Tweedy +3.20 pp |
I IBMInternational Business Machines Corporation | added | 10 | +3.19 pp | Century +1.82 pp |
M MSFTMicrosoft Corp | added | 10 | +0.57 pp | Cooperman +1.60 pp |
| MMETAMeta Platforms, Inc. Class A | added | 9 | +8.64 pp | Maverick +2.88 pp |
G GILDGilead Sciences Inc | added | 9 | +0.29 pp | Muhlenkamp +1.29 pp |
U UTXZRTX Corporation | added | 9 | +4.30 pp | Southeastern +2.11 pp |
C CCitigroup Inc. | added | 8 | -1.59 pp | Causeway +0.21 pp |
G GSGoldman Sachs Group Inc. | added | 8 | -0.39 pp | Oakmark +0.21 pp |
G GOOGAlphabet Inc. Class C | added | 8 | +1.73 pp | Lone Pine +1.55 pp |
M MAMastercard Incorporated | added | 8 | +0.34 pp | Weitz +0.92 pp |
Q QCOMQualcomm Inc | added | 8 | +1.07 pp | Causeway +0.39 pp |
A AMZNAmazon.Com Inc | added | 7 | +1.47 pp | Viking +2.44 pp |
9 9990302DApache Corp | added | 7 | +2.45 pp | Davis +1.25 pp |
B BIDUBaidu, Inc. | added | 7 | +15.88 pp | Punch Card +15.27 pp |
B BNYBank of New York Mellon Corporation | added | 7 | +2.06 pp | Trian +0.95 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 7 | +4.90 pp | Check +2.54 pp |
K KMXCarMax Inc. | added | 7 | +5.66 pp | Abrams Bison +3.31 pp |
J JNJJohnson & Johnson | added | 7 | +0.09 pp | Jensen +0.24 pp |
M MCOMoody's Corporation | added | 7 | +1.73 pp | AltaRock +1.33 pp |
W WFCWells Fargo & Co. | added | 7 | -1.19 pp | PRIMECAP +0.08 pp |
L LBTYKLiberty Global Ltd. Class C | added | 7 | +0.53 pp | Coatue +0.71 pp |
B BABAAlibaba Group Holding Limited | added | 6 | +2.40 pp | Causeway +0.99 pp |
E ELVElevance Health, Inc. | added | 6 | +1.14 pp | Vulcan +1.17 pp |
D DISThe Walt Disney Company | added | 6 | -0.06 pp | Mairs +0.19 pp |
| E—E M C Corp Mass | added | 6 | +7.03 pp | Baupost +6.42 pp |
H HPEHewlett Packard Enterprise Company | added | 6 | +1.49 pp | Dodge & Cox +0.65 pp |
O ORCLOracle Corp | added | 6 | +3.39 pp | FPA +1.49 pp |
P PFEPfizer Inc. | added | 6 | -0.31 pp | Matrix +0.04 pp |
P PXGBXPraxair Inc | added | 6 | +0.84 pp | Jensen +0.29 pp |
| P—Priceline Grp Inc | added | 6 | +7.82 pp | Maverick +5.34 pp |
| T—Twenty First Centy Fox Inc | added | 6 | +4.25 pp | Weitz +2.22 pp |
U USBU.S. Bancorp | added | 6 | +1.37 pp | Check +1.48 pp |
A ADIAnalog Devices, Inc. | added | 5 | +0.65 pp | Sound Shore +0.31 pp |
C CMCSAComcast Corp | added | 5 | +1.45 pp | Weitz +0.68 pp |
F FDXFedEx Corporation | added | 5 | +6.45 pp | Greenhaven +2.47 pp |
J JDJD.com, Inc. | added | 5 | +1.88 pp | Coatue +0.82 pp |
| L—Leucadia National | added | 5 | +0.38 pp | FPA +0.33 pp |
N NOVNOV Inc. | added | 5 | +1.48 pp | Vulcan +1.23 pp |
S STTState Street Corporation | added | 5 | +0.96 pp | Vulcan +0.92 pp |
T TRCOTribune Media Company Class A | added | 5 | +13.34 pp | Oaktree +11.57 pp |
A ACTAllergan PLC | added | 5 | +3.82 pp | Maverick +2.92 pp |
T TAT&T Inc. | added | 4 | -0.12 pp | PRIMECAP +0.10 pp |
A ABTAbbott Laboratories | added | 4 | +0.03 pp | First Eagle +0.05 pp |
A ADBEAdobe Inc. | added | 4 | +3.46 pp | Maverick +2.52 pp |
A APDAir Products & Chemicals, Inc. | added | 4 | +1.77 pp | Viking +1.74 pp |
A ALLThe Allstate Corporation | added | 4 | +0.97 pp | Causeway +0.72 pp |
A AIGAmerican International Group, Inc. | added | 4 | +0.79 pp | Icahn +2.29 pp |
B BUDAnheuser-Busch INBEV SA/NV | added | 4 | +1.43 pp | Maverick +0.86 pp |
A ADPAutomatic Data Processing | added | 4 | +0.66 pp | Fundsmith +0.36 pp |
B BDXBecton, Dickinson and Co. | added | 4 | -1.09 pp | First Eagle +0.01 pp |
| C—Cigna Corporation | added | 4 | +1.81 pp | PAR +1.92 pp |
C CXCemex S.A.B. de C.V. | added | 4 | +2.29 pp | Brandes +1.34 pp |
C CVXChevron Corporation | added | 4 | +0.03 pp | Brandes +0.03 pp |
D DEDeere & Company | added | 4 | +0.20 pp | Berkshire +0.07 pp |
| D—Du Pont E I De Nemours & Co | added | 4 | +1.64 pp | Trian +1.57 pp |
E EBAYeBay Inc | added | 4 | +1.09 pp | Soros +1.43 pp |
E ECLEcolab, Inc. | added | 4 | -0.73 pp | Markel -0.01 pp |
| E—Express Scripts Hldg Co | added | 4 | -1.33 pp | Kensico +0.67 pp |
F FASTFastenal Co | added | 4 | +0.98 pp | Polen +0.77 pp |
B BENFranklin Templeton, Inc. | added | 4 | +4.67 pp | Abrams +4.04 pp |
G GLPIGaming and Leisure Properties, Inc. | added | 4 | +2.06 pp | Soros +1.35 pp |
| G—General Electric Co | added | 4 | +0.60 pp | Semper +0.96 pp |
T TVGrupo Televisa S.A. | added | 4 | +0.64 pp | Oakmark +0.59 pp |
H HPQHP Inc. | added | 4 | +0.67 pp | Davis +0.35 pp |
I INTCIntel Corp | added | 4 | -0.33 pp | Maverick +0.01 pp |
K KHCThe Kraft Heinz Company | added | 4 | +2.80 pp | Wedgewood +1.67 pp |
M MRKMerck & Co., Inc. | added | 4 | +0.34 pp | Sound Shore +0.27 pp |
M MHKMohawk Industries, Inc. | added | 4 | +0.78 pp | Egerton +0.34 pp |
P PEPPepsiCo, Inc. | added | 4 | -0.54 pp | Lindsell +0.42 pp |
S SLBSLB Limited | added | 4 | +0.61 pp | Muhlenkamp +0.52 pp |
S SCHWThe Charles Schwab Corporation | added | 4 | +0.55 pp | Matrix +1.26 pp |
L LUVSouthwest Airlines Co. | added | 4 | -0.04 pp | PRIMECAP +0.19 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 4 | +1.62 pp | Causeway +1.50 pp |
T TXNTexas Instruments Incorporated | added | 4 | +0.26 pp | PRIMECAP +0.20 pp |
B BBTTruist Financial Corporation | added | 4 | -0.12 pp | Brandes +0.03 pp |
U UNPUnion Pacific Corp. | added | 4 | +1.35 pp | Dodge & Cox +0.93 pp |
U UALUnited Airlines Holdings, Inc. | added | 4 | +18.65 pp | Altimeter +11.54 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 4 | +0.42 pp | Matrix +0.28 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 4 | +1.22 pp | Mairs +0.71 pp |
L LBTYALiberty Global Ltd. Class A | added | 4 | +0.78 pp | Coatue +0.72 pp |
R RCLRoyal Caribbean Group | added | 4 | -0.50 pp | Ariel -0.01 pp |
| MMSFTMicrosoft Corp | trimmed | 20 | -14.14 pp | Duquesne -6.85 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 17 | -4.02 pp | Coatue -1.44 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 14 | -4.73 pp | Cooperman -1.65 pp |
| AAAPLApple Inc. | trimmed | 12 | +0.93 pp | Whale Rock -0.50 pp |
| JJNJJohnson & Johnson | trimmed | 12 | -2.39 pp | Tweedy -1.06 pp |