Q2 2016 season
Filings
| AkreJohn Neff | Aug 18 | $5.0B | 331 amend. | 0 | 1 |
| EngagedGlenn Welling | Sep 15 | $284M | 121 amend. | 1 | 1 |
| FundsmithTerry Smith | Aug 25 | $6.3B | 191 amend. | 3 | 1 |
| Abrams BisonGavin Abrams | Aug 15 | $1.1B | 7 | 0 | 1 |
| AltaRockMark Massey | Aug 15 | $550M | 9 | 2 | 1 |
| AltimeterBrad Gerstner | Aug 15 | $1.3B | 12 | 0 | 3 |
| ArielJohn Rogers | Aug 15 | $8.0B | 192 | 7 | 9 |
| AtlanticAlex Roepers | Aug 15 | $772M | 18 | 11 | 6 |
| BaronRon Baron | Aug 15 | $18.8B | 301 | 27 | 21 |
| BerkshireGreg Abel | Aug 15 | $129.7B | 49 | 5 | 3 |
| CausewaySarah Ketterer | Aug 15 | $4.7B | 73 | 7 | 8 |
| CoopermanLeon Cooperman | Aug 15 | $3.5B | 78 | 25 | 17 |
| DuquesneStanley Druckenmiller | Aug 15 | $871M | 31 | 20 | 21 |
| FairholmeBruce Berkowitz | Aug 15 | $1.5B | 12 | 0 | 1 |
| Gates TrustMichael Larson | Aug 15 | $16.8B | 18 | 0 | 0 |
| GreenbergGlenn Greenberg | Aug 15 | $1.8B | 17 | 4 | 1 |
| GreenlightDavid Einhorn | Aug 15 | $5.5B | 45 | 13 | 10 |
| IcahnCarl Icahn | Aug 15 | $20.3B | 21 | 3 | 3 |
| JerichoJosh Resnick | Aug 15 | $1.7B | 22 | 8 | 19 |
| KensicoJohn Whalen | Aug 15 | $5.0B | 31 | 11 | 9 |
Shared moves
| CHTRCharter Comm Inc Del CL A New | +119.84 pp | TCI+36.08 pp | |
| FWONKLiberty Media Corporation Series C Liberty Formula One | +3.85 pp | Southeastern+1.63 pp | |
| SPGIS&P Global Inc. | +16.05 pp | Cantillon+7.02 pp | |
| BATRKAtlanta Braves Holdings, Inc. Series C | +2.01 pp | Century+0.62 pp | |
| LSXMKLiberty Media Cor-siriusxm C | +12.43 pp | Weitz+4.95 pp | |
| LM05Liberty Media Corp-liberty-a | +0.67 pp | Southeastern+0.23 pp | |
| LM03Liberty Media Cor-siriusxm A | +2.78 pp | Kensico+1.42 pp | |
| unresolvedShire PLC | +5.96 pp | Lone Pine+2.15 pp | |
| 99998USDLiberty Global PLC Lilac - A | +0.57 pp | Coatue+0.37 pp | |
| 1LGEUSDLiberty Global PLC Lilac - C | +2.90 pp | Triple Frond+1.66 pp |
Where the managers disagree
| MSFTMicrosoft Corp | 9+9.71 pp | 19-24.89 pp | -15.18 pp |
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 7+29.24 pp | 20-18.98 pp | +10.26 pp· 1 swapped classes |
| WFCWells Fargo & Co. | 10+4.15 pp | 7-2.82 pp | +1.33 pp |
| METAMeta Platforms, Inc. Class A | 5+8.37 pp | 11-22.18 pp | -13.81 pp |
| AAPLApple Inc. | 3+0.96 pp | 13-39.51 pp | -38.55 pp |
| ACTAllergan PLC | 6+15.96 pp | 8-16.11 pp | -0.15 pp |
| AMZNAmazon.Com Inc | 5+18.67 pp | 9-6.49 pp | +12.18 pp |
| ORCLOracle Corp | 6+0.64 pp | 7-1.77 pp | -1.13 pp |
| MAMastercard Incorporated | 5+3.42 pp | 8-3.01 pp | +0.41 pp |
| VVISA Inc. | 4+3.04 pp | 9-6.52 pp | -3.48 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 3.9% | 22.8% | |
| MSFTMicrosoft Corp | 2.6% | 26.3% | |
| VVISA Inc. | 1.8% | 8.3% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 7.0% | 55.4% | |
| JNJJohnson & Johnson | 1.0% | 10.9% | |
| WFCWells Fargo & Co. | 2.6% | 67.3% | |
| AAPLApple Inc. | 0.1% | 12.0% | |
| MAMastercard Incorporated | 2.1% | 8.3% | |
| AXPAmerican Express Company | 0.9% | 7.1% | |
| ORCLOracle Corp | 2.7% | 9.3% |
Across the managers
| CHTRCharter Comm Inc Del CL A New | 36.1% | |
| FWONKLiberty Media Corporation Series C Liberty Formula One | 1.6% | |
| SPGIS&P Global Inc. | 7.0% | |
| BATRKAtlanta Braves Holdings, Inc. Series C | — | |
| LSXMKLiberty Media Cor-siriusxm C | 5.0% | |
| LM05Liberty Media Corp-liberty-a | 0.2% | |
| LM03Liberty Media Cor-siriusxm A | 1.4% | |
| BATRAAtlanta Braves Holdings, Inc. Series A | — | |
| unresolvedQuorum Health Corp | 0.6% | |
| HRIHerc Holdings Inc. | 0.7% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 12 quarters up to the prior season.










































































