| Stock | Move | Managers | Total | Largest |
|---|
W WFCWells Fargo & Co. | trimmed | 12 | -8.78 pp | Check -2.04 pp |
A AMZNAmazon.Com Inc | trimmed | 11 | -34.24 pp | Duquesne -14.59 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | trimmed | 11 | +0.52 pp | Gates Trust -1.67 pp |
M MAMastercard Incorporated | trimmed | 11 | -0.19 pp | Egerton -1.28 pp |
O ORCLOracle Corp | trimmed | 11 | +1.87 pp | Ariel 0.00 pp |
C CMCSAComcast Corp | trimmed | 10 | -0.16 pp | TCI -0.19 pp |
J JPMJPMorgan Chase & Co. | trimmed | 10 | -1.68 pp | Greenhaven -1.14 pp |
W WMTWalmart Inc. | trimmed | 10 | +0.97 pp | Check -0.01 pp |
M MCDMcDonald's Corporation | trimmed | 9 | -4.79 pp | Matrix -1.96 pp |
P PMPhilip Morris International Inc. | trimmed | 9 | +0.37 pp | Ariel -0.46 pp |
P PGProcter & Gamble Company | trimmed | 9 | -4.13 pp | Berkshire -3.16 pp |
V VVISA Inc. | trimmed | 9 | -1.77 pp | Lone Pine -1.50 pp |
| G—General Electric Co | trimmed | 8 | +2.48 pp | FPA -0.30 pp |
P PEPPepsiCo, Inc. | trimmed | 8 | -1.47 pp | Brandes -0.73 pp |
X XOMExxon Mobil Corp | trimmed | 7 | -0.71 pp | Semper -0.52 pp |
H HALHalliburton Company | trimmed | 7 | +2.23 pp | Tweedy -0.30 pp |
| M—Monsanto Co | trimmed | 7 | -1.39 pp | Weitz -0.73 pp |
| T—Time Warner Cable Inc | trimmed | 7 | +0.92 pp | Egerton -0.44 pp |
A ABTAbbott Laboratories | trimmed | 6 | -3.07 pp | Polen -2.92 pp |
A ADBEAdobe Inc. | trimmed | 6 | -10.13 pp | ValueAct -9.10 pp |
A AXPAmerican Express Company | trimmed | 6 | -2.32 pp | Check -0.78 pp |
B BAXBaxter International Inc. | trimmed | 6 | +0.07 pp | Mairs -0.10 pp |
K KOCoca-Cola Company | trimmed | 6 | +0.07 pp | Sequoia -0.07 pp |
C COPConocoPhillips | trimmed | 6 | -1.82 pp | Tweedy -0.73 pp |
G GLWCorning Incorporated | trimmed | 6 | +0.51 pp | Check 0.00 pp |
M METAMeta Platforms, Inc. Class A | trimmed | 6 | -16.72 pp | Duquesne -17.71 pp |
I INTCIntel Corp | trimmed | 6 | -1.90 pp | First Eagle -1.12 pp |
L LOWLowe's Companies Inc. | trimmed | 6 | -1.13 pp | Greenhaven -0.93 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 6 | -2.73 pp | Baupost -3.37 pp |
P PFEPfizer Inc. | trimmed | 6 | -3.53 pp | Maverick -1.39 pp |
S SLBSLB Limited | trimmed | 6 | +0.44 pp | Mairs 0.00 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 6 | -1.33 pp | Sound Shore -1.00 pp |
U USBU.S. Bancorp | trimmed | 6 | -0.73 pp | Century -0.41 pp |
W WBAWalgreens Boots Alliance, Inc | trimmed | 6 | -2.43 pp | Viking -1.77 pp |
A ACTAllergan PLC | trimmed | 6 | -8.18 pp | Third Point -4.56 pp |
M MDTMedtronic plc | trimmed | 6 | -0.75 pp | Mairs -0.40 pp |
A ABBVAbbvie Inc. | trimmed | 5 | -0.05 pp | Russo -0.03 pp |
A AIGAmerican International Group, Inc. | trimmed | 5 | -2.00 pp | Pzena -0.71 pp |
B BNYBank of New York Mellon Corporation | trimmed | 5 | -1.36 pp | Davis -0.52 pp |
| B—Baxalta Inc | trimmed | 5 | -1.07 pp | Pzena -0.55 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 5 | +1.23 pp | Chou -2.30 pp |
C CVSCvs Health Corporation | trimmed | 5 | +0.23 pp | FPA -0.01 pp |
C CATCaterpillar Inc. | trimmed | 5 | +0.42 pp | Dodge & Cox 0.00 pp |
| C—Charter Comm's Inc | trimmed | 5 | -0.16 pp | Egerton -0.80 pp |
C CVXChevron Corporation | trimmed | 5 | -0.10 pp | Causeway -0.30 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 5 | +0.31 pp | Pzena -0.03 pp |
C CLColgate-Palmolive Company | trimmed | 5 | -3.22 pp | Jensen -3.33 pp |
D DALDelta Air Lines, Inc. | trimmed | 5 | -6.05 pp | PAR -5.34 pp |
D DEODiageo plc | trimmed | 5 | +0.04 pp | Tweedy -0.08 pp |
D DISThe Walt Disney Company | trimmed | 5 | -0.05 pp | PRIMECAP -0.03 pp |
| D—Du Pont E I De Nemours & Co | trimmed | 5 | -0.05 pp | Sequoia -0.02 pp |
E EMREmerson Electric Co. | trimmed | 5 | +0.13 pp | Century -0.07 pp |
G GMGeneral Motors Company | trimmed | 5 | -10.63 pp | Appaloosa -8.22 pp |
H HDHome Depot, Inc. | trimmed | 5 | -0.13 pp | First Eagle -0.09 pp |
M MKLMarkel Group Inc. | trimmed | 5 | -3.72 pp | Century -3.57 pp |
O ORLYO'Reilly Automotive, Inc. | trimmed | 5 | +1.40 pp | Baillie 0.00 pp |
P PXGBXPraxair Inc | trimmed | 5 | +0.63 pp | Ariel -0.03 pp |
T TROWT Rowe Price Group Inc | trimmed | 5 | -0.69 pp | Vulcan -0.50 pp |
| P—Priceline Grp Inc | trimmed | 5 | +1.17 pp | Altimeter -1.62 pp |
Q QCOMQualcomm Inc | trimmed | 5 | -1.89 pp | Wedgewood -1.73 pp |
R RDS.ARoyal Dutch Shell PLC | trimmed | 5 | -0.07 pp | Ariel -0.07 pp |
M MMM3M Company | trimmed | 5 | -4.04 pp | Greenhaven -3.71 pp |
T TDGTransDigm Group Incorporated | trimmed | 5 | -1.61 pp | Maverick -0.88 pp |
| A—Aon PLC | trimmed | 5 | -5.36 pp | Southeastern -5.57 pp |
A ACNAccenture PLC | trimmed | 5 | -0.12 pp | Jensen -0.06 pp |
A AALAmerican Airlines Group Inc. | trimmed | 4 | -0.97 pp | PAR -0.98 pp |
A AMGNAmgen Inc | trimmed | 4 | -10.71 pp | Third Point -10.69 pp |
A AMATApplied Materials Inc | trimmed | 4 | -0.26 pp | Sound Shore -0.40 pp |
| C—CBS Corp | trimmed | 4 | -0.32 pp | Third Ave -0.34 pp |
C CHRWC.H. Robinson Worldwide, Inc. | trimmed | 4 | -0.23 pp | Yacktman -0.55 pp |
D DHRDanaher Corporation | trimmed | 4 | +0.27 pp | Baillie 0.00 pp |
| E—E M C Corp Mass | trimmed | 4 | +0.19 pp | Wedgewood -0.04 pp |
| E—Express Scripts Hldg Co | trimmed | 4 | -4.47 pp | Wedgewood -2.72 pp |
F FASTFastenal Co | trimmed | 4 | -0.52 pp | Giverny -2.06 pp |
| G—Glaxosmithkline PLC | trimmed | 4 | -0.16 pp | PRIMECAP -0.13 pp |
H HOGHarley-Davidson, Inc. | trimmed | 4 | -0.61 pp | Baillie -0.66 pp |
| I—Ingram Micro Inc | trimmed | 4 | +0.19 pp | Brandes -0.11 pp |
I IBMInternational Business Machines Corporation | trimmed | 4 | -0.30 pp | Check -0.20 pp |
I IPGThe Interpublic Group of Companies, Inc. | trimmed | 4 | -2.24 pp | FPA -1.77 pp |
J JDJD.com, Inc. | trimmed | 4 | +0.42 pp | Lone Pine -0.90 pp |
| L—Leucadia National | trimmed | 4 | -3.42 pp | Fairholme -3.19 pp |
| L—Liberty Interactive Corp | trimmed | 4 | -0.32 pp | Weitz -0.27 pp |
M MASMasco Corporation | trimmed | 4 | +0.15 pp | Pzena -0.30 pp |
M MRKMerck & Co., Inc. | trimmed | 4 | -0.06 pp | Brandes -0.06 pp |
M MSIMotorola Solutions, Inc. New | trimmed | 4 | -2.64 pp | ValueAct -2.12 pp |
D DNOWDNOW Inc. | trimmed | 4 | +2.59 pp | Dodge & Cox -0.04 pp |
O OMCOmnicom Group Inc. | trimmed | 4 | +0.22 pp | Pzena -0.24 pp |
P PNCPNC Financial Services Group | trimmed | 4 | -0.78 pp | Pzena -0.46 pp |
P PXDPioneer Natural Resource Co. | trimmed | 4 | -3.27 pp | Viking -2.85 pp |
R RRCRange Resources Corp | trimmed | 4 | +0.70 pp | PRIMECAP -0.01 pp |
R ROPRoper Technologies, Inc. | trimmed | 4 | -1.12 pp | Akre -0.64 pp |
S SNYSanofi | trimmed | 4 | -0.15 pp | Semper -0.12 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 4 | -1.00 pp | Egerton -0.84 pp |
T TXNTexas Instruments Incorporated | trimmed | 4 | +0.05 pp | Davis -0.11 pp |
T TIFTiffany & Co. | trimmed | 4 | +0.24 pp | Ariel -0.04 pp |
U UNUnilever N V -ny Shares | trimmed | 4 | +0.06 pp | Tweedy -0.05 pp |
U UNPUnion Pacific Corp. | trimmed | 4 | -0.58 pp | Oakmark -0.54 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 4 | +0.80 pp | Maverick -0.07 pp |
V VZVerizon Communications | trimmed | 4 | +0.33 pp | Sequoia 0.00 pp |
W WATWaters Corp | trimmed | 4 | +0.05 pp | Jensen -0.36 pp |