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Q3 2016 seasonComplete

78 filed · 20 no filing

As of
Sep 30, 2016
Due
Nov 14, 2016
Filed
78 of 98
Moves
4559 · prev 4903
Stocks moved by 2+
598 · prev 640
Amendments
3

Filings78 of 98 filed

CausewaySarah KettererJun 15$5.4B821 amend.134
BaronRon BaronNov 15$18.9B3081 amend.2619
ValueActMason MorfitNov 15$11.5B1301
AbramsDavid AbramsNov 14$2.0B1601
Abrams BisonGavin AbramsNov 14$918M502
AkreJohn NeffNov 14$5.2B3311
AltaRockMark MasseyNov 14$628M812
AltimeterBrad GerstnerNov 14$1.5B1321
AppaloosaDavid TepperNov 14$3.9B41128
ArielJohn RogersNov 14$8.3B185916
AtlanticAlex RoepersNov 14$766M1536
BaupostSeth KlarmanNov 14$7.0B43127
BerkshireGreg AbelNov 14$128.8B5032
CoopermanLeon CoopermanNov 14$3.2B752629
Dodge & CoxDavid HoeftNov 14$106.4B17654
DuquesneStanley DruckenmillerNov 14$1.1B412212
EngagedGlenn WellingNov 14$275M1453
FairholmeBruce BerkowitzNov 14$1.2B1200
FPASteven RomickNov 14$12.0B10294
FundsmithTerry SmithNov 14$7.3B1933

Shared moves598 stocks moved by 2+ managers

unresolvedDell Technologies Inc7 managers+6.95 ppBaupost+4.55 pp
JCIJohnson Controls International plc7 managers+8.81 ppDavis+2.96 pp
BABAAlibaba Group Holding Limited6 managers+22.76 ppTiger Global+8.32 pp
GOOGLAlphabet Inc. Class A5 managers+10.26 ppJericho+5.55 pp
AAPLApple Inc.5 managers+17.16 ppCoatue+9.01 pp
WMBWilliams Companies Inc.5 managers+7.70 ppSoros+4.19 pp
FTVFortive Corporation4 managers+1.35 ppAkre+0.73 pp
QCOMQualcomm Inc4 managers+7.04 ppJericho+5.40 pp
VVISA Inc.4 managers+2.47 ppThird Point+1.51 pp
WBWeibo Corporation4 managers+1.31 ppJericho+1.30 pp
View all 182 moves →

Where the managers disagree265 names

GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C18+24.43 pp15-7.39 pp+17.04 pp
MSFTMicrosoft Corp6+7.13 pp20-15.71 pp-8.58 pp
AAPLApple Inc.10+23.84 pp6-2.62 pp+21.22 pp
VVISA Inc.11+7.42 pp4-2.18 pp+5.24 pp
MAMastercard Incorporated8+5.99 pp6-2.80 pp+3.19 pp
METAMeta Platforms, Inc. Class A6+10.75 pp8-15.76 pp-5.01 pp
WFCWells Fargo & Co.8+1.86 pp6-3.99 pp-2.13 pp
BABAAlibaba Group Holding Limited10+32.48 pp4-2.94 pp+29.54 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.3+3.27 pp11-16.68 pp-13.41 pp
BACBank of America Corporation8+8.09 pp5-10.81 pp-2.72 pp

Most widely heldtop 50 of 1619 · 78 filed

GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C39 managers3.8%33.0%
MSFTMicrosoft Corp31 managers3.1%19.4%
VVISA Inc.29 managers1.5%8.2%
AAPLApple Inc.25 managers1.3%11.2%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.22 managers5.3%58.2%
JNJJohnson & Johnson22 managers0.9%10.6%
WFCWells Fargo & Co.21 managers2.6%62.4%
MAMastercard Incorporated20 managers2.3%9.2%
AXPAmerican Express Company19 managers0.9%7.5%
CMCSAComcast Corp18 managers1.5%21.5%
View all 1619 →

Across the managers155 first held · 168 no longer held

unresolvedDell Technologies Inc7 managers4.5%
JCIJohnson Controls International plc7 managers3.0%
FTVFortive Corporation4 managers0.7%
WBWeibo Corporation4 managers1.3%
unresolvedCommerceHub, Inc., Series A3 managers0.1%
unresolvedCommerceHub, Inc., Series C3 managers0.1%
DGDollar General Corp.3 managers2.2%
NTNXNutanix, Inc. Class A3 managers0.2%
TIVOTivo Inc3 managers17.4%
unresolvedAdvancepierre Foods Holdings Inc2 managers32.2%

Streaks ended0 streaks of 20+ ended

  1. Akre · AKX 13+ quarters
  2. Appaloosa · General Mtrs Co 13+ quarters
  3. Ariel · Erickson Inc. 13+ quarters
  4. Ariel · Qlogic Corp 13+ quarters
  5. Baillie · DHR 13+ quarters
  6. Baillie · Linkedin Corp Cl A 13+ quarters
  7. Baillie · Vale S.A. PFD 13+ quarters
  8. Baron · PRIM 13+ quarters
  9. Baron · HP 13+ quarters
  10. Baron · CHSP 13+ quarters
  11. Baron · FEI Company 13+ quarters
  12. Baron · Interval Leisure Group Inc 13+ quarters
  13. Baron · Mattress Firm Hldg Corp 13+ quarters
  14. Baron · Pinnacle Entertainment Inc. 13+ quarters
  15. Baron · Waste Connections Inc 13+ quarters
  16. Baron · Western Gas Equity Partners 13+ quarters
  17. Baupost · Novacopper Inc 13+ quarters
  18. Berkshire · SU 13+ quarters
  19. Causeway · WFC 13+ quarters
  20. Davis · Soufun Holdings Ltd ADR 13+ quarters
  21. Dodge & Cox · VFC 13+ quarters
  22. First Eagle · LMNR 13+ quarters
  23. First Eagle · ROVI 13+ quarters
  24. First Eagle · Aep Inds Inc 13+ quarters
  25. First Eagle · American Independence Corp 13+ quarters
  26. First Eagle · Jpmorgan Chase & Co 13+ quarters
  27. First Eagle · Powershares Db Cmdty Idx Tra 13+ quarters
  28. First Eagle · XLI 13+ quarters
  29. Russo · GD 13+ quarters
  30. Russo · PXGBX 13+ quarters
  31. Russo · Anheuser-Busch InBev 13+ quarters
  32. Oakmark · DKS 13+ quarters
  33. Oakmark · Calpine Corp 13+ quarters
  34. Icahn · RIG 13+ quarters
  35. Icahn · CHK 13+ quarters
  36. Jensen · CAT 13+ quarters
  37. Jensen · IBM 13+ quarters
  38. Mairs · BMO 13+ quarters
  39. Mairs · IEX 13+ quarters
  40. Matrix · Johnson Controls 13+ quarters
  41. Matrix · Unilever Spn.Adr 1:1 13+ quarters
  42. Maverick · LBTYA 13+ quarters
  43. PAR · MLCO 13+ quarters
  44. PAR · GWR 13+ quarters
  45. PAR · Dover Motorsports, Inc. 13+ quarters
  46. Pershing · Canadian Pac Ry Ltd 13+ quarters
  47. PRIMECAP · DreamWorks Animation SKG Inc. 13+ quarters
  48. PRIMECAP · E M C Corp Mass 13+ quarters
  49. PRIMECAP · FEI Company 13+ quarters
  50. PRIMECAP · Xenoport Inc 13+ quarters

A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 13 quarters up to the prior season.