Q3 2016 season
Filings
| CausewaySarah Ketterer | Jun 15 | $5.4B | 821 amend. | 13 | 4 |
| BaronRon Baron | Nov 15 | $18.9B | 3081 amend. | 26 | 19 |
| ValueActMason Morfit | Nov 15 | $11.5B | 13 | 0 | 1 |
| AbramsDavid Abrams | Nov 14 | $2.0B | 16 | 0 | 1 |
| Abrams BisonGavin Abrams | Nov 14 | $918M | 5 | 0 | 2 |
| AkreJohn Neff | Nov 14 | $5.2B | 33 | 1 | 1 |
| AltaRockMark Massey | Nov 14 | $628M | 8 | 1 | 2 |
| AltimeterBrad Gerstner | Nov 14 | $1.5B | 13 | 2 | 1 |
| AppaloosaDavid Tepper | Nov 14 | $3.9B | 41 | 12 | 8 |
| ArielJohn Rogers | Nov 14 | $8.3B | 185 | 9 | 16 |
| AtlanticAlex Roepers | Nov 14 | $766M | 15 | 3 | 6 |
| BaupostSeth Klarman | Nov 14 | $7.0B | 43 | 12 | 7 |
| BerkshireGreg Abel | Nov 14 | $128.8B | 50 | 3 | 2 |
| CoopermanLeon Cooperman | Nov 14 | $3.2B | 75 | 26 | 29 |
| Dodge & CoxDavid Hoeft | Nov 14 | $106.4B | 176 | 5 | 4 |
| DuquesneStanley Druckenmiller | Nov 14 | $1.1B | 41 | 22 | 12 |
| EngagedGlenn Welling | Nov 14 | $275M | 14 | 5 | 3 |
| FairholmeBruce Berkowitz | Nov 14 | $1.2B | 12 | 0 | 0 |
| FPASteven Romick | Nov 14 | $12.0B | 102 | 9 | 4 |
| FundsmithTerry Smith | Nov 14 | $7.3B | 19 | 3 | 3 |
Shared moves
| unresolvedDell Technologies Inc | +6.95 pp | Baupost+4.55 pp | |
| JCIJohnson Controls International plc | +8.81 pp | Davis+2.96 pp | |
| BABAAlibaba Group Holding Limited | +22.76 pp | Tiger Global+8.32 pp | |
| GOOGLAlphabet Inc. Class A | +10.26 pp | Jericho+5.55 pp | |
| AAPLApple Inc. | +17.16 pp | Coatue+9.01 pp | |
| WMBWilliams Companies Inc. | +7.70 pp | Soros+4.19 pp | |
| FTVFortive Corporation | +1.35 pp | Akre+0.73 pp | |
| QCOMQualcomm Inc | +7.04 pp | Jericho+5.40 pp | |
| VVISA Inc. | +2.47 pp | Third Point+1.51 pp | |
| WBWeibo Corporation | +1.31 pp | Jericho+1.30 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 18+24.43 pp | 15-7.39 pp | +17.04 pp |
| MSFTMicrosoft Corp | 6+7.13 pp | 20-15.71 pp | -8.58 pp |
| AAPLApple Inc. | 10+23.84 pp | 6-2.62 pp | +21.22 pp |
| VVISA Inc. | 11+7.42 pp | 4-2.18 pp | +5.24 pp |
| MAMastercard Incorporated | 8+5.99 pp | 6-2.80 pp | +3.19 pp |
| METAMeta Platforms, Inc. Class A | 6+10.75 pp | 8-15.76 pp | -5.01 pp |
| WFCWells Fargo & Co. | 8+1.86 pp | 6-3.99 pp | -2.13 pp |
| BABAAlibaba Group Holding Limited | 10+32.48 pp | 4-2.94 pp | +29.54 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 3+3.27 pp | 11-16.68 pp | -13.41 pp |
| BACBank of America Corporation | 8+8.09 pp | 5-10.81 pp | -2.72 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 3.8% | 33.0% | |
| MSFTMicrosoft Corp | 3.1% | 19.4% | |
| VVISA Inc. | 1.5% | 8.2% | |
| AAPLApple Inc. | 1.3% | 11.2% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 5.3% | 58.2% | |
| JNJJohnson & Johnson | 0.9% | 10.6% | |
| WFCWells Fargo & Co. | 2.6% | 62.4% | |
| MAMastercard Incorporated | 2.3% | 9.2% | |
| AXPAmerican Express Company | 0.9% | 7.5% | |
| CMCSAComcast Corp | 1.5% | 21.5% |
Across the managers
| unresolvedDell Technologies Inc | 4.5% | |
| JCIJohnson Controls International plc | 3.0% | |
| FTVFortive Corporation | 0.7% | |
| WBWeibo Corporation | 1.3% | |
| unresolvedCommerceHub, Inc., Series A | 0.1% | |
| unresolvedCommerceHub, Inc., Series C | 0.1% | |
| DGDollar General Corp. | 2.2% | |
| NTNXNutanix, Inc. Class A | 0.2% | |
| TIVOTivo Inc | 17.4% | |
| unresolvedAdvancepierre Foods Holdings Inc | 32.2% |
Streaks ended
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.

















































































