Q4 2016 season
Filings
| CausewaySarah Ketterer | Jun 15 | $5.7B | 851 amend. | 7 | 4 |
| AkreJohn Neff | May 9 | $10.9B | 341 amend. | 2 | 1 |
| Dodge & CoxDavid Hoeft | Mar 20 | $112.5B | 1811 amend. | 7 | 2 |
| TorrayJames Bailey | Feb 15 | $939M | 110 | 30 | 5 |
| Abrams BisonGavin Abrams | Feb 14 | $972M | 5 | 0 | 0 |
| AltaRockMark Massey | Feb 14 | $682M | 8 | 1 | 1 |
| AltimeterBrad Gerstner | Feb 14 | $1.9B | 17 | 5 | 1 |
| AppaloosaDavid Tepper | Feb 14 | $5.4B | 53 | 21 | 9 |
| ArielJohn Rogers | Feb 14 | $8.5B | 190 | 17 | 12 |
| AtlanticAlex Roepers | Feb 14 | $809M | 18 | 7 | 4 |
| Baillie | Feb 14 | $60.8B | 198 | 8 | 5 |
| BaronRon Baron | Feb 14 | $17.8B | 321 | 38 | 25 |
| BaupostSeth Klarman | Feb 14 | $7.6B | 42 | 12 | 13 |
| BerkshireGreg Abel | Feb 14 | $148.0B | 47 | 3 | 6 |
| CoopermanLeon Cooperman | Feb 14 | $2.3B | 71 | 16 | 20 |
| DuquesneStanley Druckenmiller | Feb 14 | $1.0B | 32 | 19 | 28 |
| EgertonJohn Armitage | Feb 14 | $8.2B | 27 | 4 | 3 |
| EngagedGlenn Welling | Feb 14 | $307M | 14 | 2 | 2 |
| FairholmeBruce Berkowitz | Feb 14 | $983M | 8 | 0 | 4 |
| FPASteven Romick | Feb 14 | $12.5B | 105 | 15 | 12 |
Shared moves
| BACBank of America Corporation | +52.40 pp | Daily Jrnl+34.75 pp | |
| LEXEALiberty Expedia Holdings, Inc. Class A | +1.52 pp | Weitz+0.51 pp | |
| unresolvedLiberty Ventures | +2.70 pp | Weitz+1.17 pp | |
| ADNTAdient plc | +2.24 pp | Davis+1.92 pp | |
| DISThe Walt Disney Company | +8.50 pp | Jericho+5.53 pp | |
| LGF.BLions Gate Entertainment Corp. Class B Non-Voting Shares | +0.23 pp | Weitz+0.15 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 12+6.17 pp | 18-15.36 pp | -9.19 pp· 1 swapped classes |
| MSFTMicrosoft Corp | 10+9.01 pp | 13-4.55 pp | +4.46 pp |
| BACBank of America Corporation | 9+55.73 pp | 12-8.10 pp | +47.63 pp |
| VVISA Inc. | 11+9.80 pp | 8-7.58 pp | +2.22 pp |
| WFCWells Fargo & Co. | 9+10.37 pp | 9-4.80 pp | +5.57 pp |
| METAMeta Platforms, Inc. Class A | 9+7.37 pp | 7-9.64 pp | -2.27 pp |
| AMZNAmazon.Com Inc | 7+13.32 pp | 8-11.96 pp | +1.36 pp |
| JPMJPMorgan Chase & Co. | 5+9.66 pp | 10-7.15 pp | +2.51 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 4+18.63 pp | 11-9.61 pp | +9.02 pp |
| AAPLApple Inc. | 2+5.53 pp | 12-21.39 pp | -15.86 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 3.6% | 15.4% | |
| MSFTMicrosoft Corp | 2.6% | 19.7% | |
| VVISA Inc. | 1.7% | 7.7% | |
| AAPLApple Inc. | 0.2% | 13.6% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 7.8% | 59.4% | |
| WFCWells Fargo & Co. | 3.5% | 60.0% | |
| BACBank of America Corporation | 2.8% | 34.8% | |
| JNJJohnson & Johnson | 1.0% | 8.6% | |
| MAMastercard Incorporated | 2.1% | 8.9% | |
| METAMeta Platforms, Inc. Class A | 3.2% | 20.1% |
Across the managers
| LEXEALiberty Expedia Holdings, Inc. Class A | 0.5% | |
| unresolvedLiberty Ventures | 1.2% | |
| ADNTAdient plc | 1.9% | |
| LGF.BLions Gate Entertainment Corp. Class B Non-Voting Shares | 0.1% | |
| AAAlcoa Corporation | 3.3% | |
| LGFLions Gate Entertainment-a | 0.1% | |
| unresolvedAdvisory Brd Co | 0.3% | |
| ASIXAdvanSix Inc. | 0.0% | |
| ARCHArch Resources Inc | — | |
| POLAvient Corporation | — |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 14 quarters up to the prior season.






































































