| Stock | Move | Managers | Total | Largest |
|---|
B BACBank of America Corporation | new | 8 | +52.40 pp | Daily Jrnl +34.75 pp |
L LEXEALiberty Expedia Holdings, Inc. Class A | new | 8 | +1.52 pp | Weitz +0.51 pp |
| L—Liberty Ventures | new | 7 | +2.70 pp | Weitz +1.17 pp |
A ADNTAdient plc | new | 6 | +2.24 pp | Davis +1.92 pp |
D DISThe Walt Disney Company | new | 5 | +8.50 pp | Jericho +5.53 pp |
L LGF.BLions Gate Entertainment Corp. Class B Non-Voting Shares | new | 5 | +0.23 pp | Weitz +0.15 pp |
V VVISA Inc. | added | 16 | +4.29 pp | Weitz +2.70 pp |
G GOOGAlphabet Inc. Class C | added | 13 | -1.06 pp | Matrix +0.95 pp |
M MSFTMicrosoft Corp | added | 12 | +7.39 pp | Viking +2.80 pp |
B BABAAlibaba Group Holding Limited | added | 9 | +0.49 pp | Lone Pine +1.06 pp |
G GOOGLAlphabet Inc. Class A | added | 9 | +1.16 pp | Jensen +0.67 pp |
B BIDUBaidu, Inc. | added | 9 | -0.06 pp | FPA +0.86 pp |
J JNJJohnson & Johnson | added | 9 | +0.43 pp | Fairfax +0.61 pp |
A AXPAmerican Express Company | added | 8 | +1.97 pp | Check +0.70 pp |
O ORCLOracle Corp | added | 8 | +0.71 pp | Weitz +0.39 pp |
W WFCWells Fargo & Co. | added | 8 | +5.21 pp | Davis +1.32 pp |
M METAMeta Platforms, Inc. Class A | added | 7 | +1.81 pp | Maverick +3.04 pp |
M MAMastercard Incorporated | added | 7 | +1.24 pp | Egerton +1.49 pp |
Q QCOMQualcomm Inc | added | 7 | +1.18 pp | Check +0.95 pp |
L LBTYKLiberty Global Ltd. Class C | added | 7 | +1.22 pp | Triple Frond +2.45 pp |
A AMZNAmazon.Com Inc | added | 6 | +0.76 pp | Miller +3.72 pp |
A AAPLApple Inc. | added | 6 | +5.61 pp | Berkshire +3.15 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | -0.24 pp | Markel +0.01 pp |
C CMCSAComcast Corp | added | 6 | +4.64 pp | TCI +4.46 pp |
9 99803EURLaboratory Crp Of Amer Hldgs | added | 6 | -0.11 pp | Check +0.02 pp |
P PMPhilip Morris International Inc. | added | 6 | -0.29 pp | Ariel +0.42 pp |
S SLBSLB Limited | added | 6 | +0.73 pp | Century +0.27 pp |
| C—Cigna Corporation | added | 5 | +4.16 pp | Maverick +2.79 pp |
S STZConstellation Brands, Inc. | added | 5 | +0.87 pp | Third Point +1.33 pp |
| D—Dell Technologies Inc | added | 5 | +1.85 pp | Cooperman +0.86 pp |
M MHKMohawk Industries, Inc. | added | 5 | +0.80 pp | Egerton +0.84 pp |
N NTESNetEase, inc. | added | 5 | +0.87 pp | Whale Rock +0.73 pp |
P PEPPepsiCo, Inc. | added | 5 | +0.06 pp | Fundsmith +0.06 pp |
P PXGBXPraxair Inc | added | 5 | +2.17 pp | Egerton +1.92 pp |
P PGProcter & Gamble Company | added | 5 | -0.37 pp | Baillie 0.00 pp |
V VZVerizon Communications | added | 5 | +0.34 pp | First Eagle +0.17 pp |
| AAAPLApple Inc. | trimmed | 17 | -14.95 pp | Coatue -4.63 pp |
| MMSFTMicrosoft Corp | trimmed | 17 | -0.79 pp | Pzena -0.41 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 16 | -4.01 pp | Tiger Global -1.38 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 15 | -1.31 pp | Third Point -0.53 pp |
| BBACBank of America Corporation | trimmed | 13 | +2.60 pp | Viking -0.75 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | trimmed | 13 | +5.74 pp | Fairfax -0.03 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 11 | -7.59 pp | Tiger Global -4.69 pp |
| CCMCSAComcast Corp | trimmed | 11 | -0.88 pp | Maverick -1.10 pp |
| JJNJJohnson & Johnson | trimmed | 11 | -4.01 pp | Tweedy -2.00 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 11 | -0.19 pp | Davis -2.08 pp |
X XOMExxon Mobil Corp | trimmed | 10 | -0.13 pp | Yacktman -0.32 pp |
J JPMJPMorgan Chase & Co. | trimmed | 10 | +6.23 pp | Oakmark -0.24 pp |
| MMAMastercard Incorporated | trimmed | 10 | -2.86 pp | Tiger Global -1.47 pp |
| VVVISA Inc. | trimmed | 10 | -6.12 pp | Egerton -2.69 pp |
| WWFCWells Fargo & Co. | trimmed | 10 | +3.67 pp | Weitz -0.58 pp |
| AAXPAmerican Express Company | trimmed | 9 | +0.72 pp | Maverick -0.44 pp |
U USBU.S. Bancorp | trimmed | 9 | -2.64 pp | Check -1.84 pp |
U UNPUnion Pacific Corp. | trimmed | 9 | -0.25 pp | Giverny -0.21 pp |
W WMTWalmart Inc. | trimmed | 9 | -1.95 pp | Berkshire -0.66 pp |
| AAMZNAmazon.Com Inc | trimmed | 8 | -9.31 pp | Viking -5.04 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 8 | -7.54 pp | Egerton -2.37 pp |
| G—General Electric Co | trimmed | 8 | -2.44 pp | Trian -1.82 pp |
G GSGoldman Sachs Group Inc. | trimmed | 8 | +4.97 pp | Oakmark -0.28 pp |
H HALHalliburton Company | trimmed | 8 | -0.13 pp | Causeway -0.61 pp |
I IBMInternational Business Machines Corporation | trimmed | 8 | -0.68 pp | Tweedy -0.47 pp |
| P—Priceline Grp Inc | trimmed | 8 | -7.74 pp | Egerton -3.61 pp |
B BNYBank of New York Mellon Corporation | trimmed | 7 | +1.11 pp | Yacktman -0.26 pp |
| CCSCOCisco Systems, Inc. (DE) | trimmed | 7 | -2.63 pp | Tweedy -1.25 pp |
C CCitigroup Inc. | trimmed | 7 | +2.49 pp | FPA -0.12 pp |
G GLWCorning Incorporated | trimmed | 7 | -0.82 pp | Brandes -0.60 pp |
D DALDelta Air Lines, Inc. | trimmed | 7 | -0.20 pp | Cooperman -1.03 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 7 | -1.82 pp | Icahn -1.12 pp |
| PPEPPepsiCo, Inc. | trimmed | 7 | -0.96 pp | First Eagle -0.54 pp |
| SSLBSLB Limited | trimmed | 7 | +0.17 pp | Dodge & Cox -0.18 pp |
A AIGAmerican International Group, Inc. | trimmed | 6 | -0.62 pp | Oakmark -0.40 pp |
9 9990302DApache Corp | trimmed | 6 | -1.13 pp | Third Ave -0.45 pp |
B BPBP p.l.c. | trimmed | 6 | -0.93 pp | Sound Shore -0.77 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | +2.16 pp | Sequoia -1.13 pp |
C COFCapital One Financial | trimmed | 6 | +0.49 pp | Sound Shore -0.07 pp |
K KMXCarMax Inc. | trimmed | 6 | +0.01 pp | Davis -0.46 pp |
C CLColgate-Palmolive Company | trimmed | 6 | -0.56 pp | Torray -0.34 pp |
C COPConocoPhillips | trimmed | 6 | +0.21 pp | Mairs -0.01 pp |
E EMREmerson Electric Co. | trimmed | 6 | -1.24 pp | Tweedy -0.38 pp |
F FDXFedEx Corporation | trimmed | 6 | -5.24 pp | Greenhaven -5.44 pp |
| G—Glaxosmithkline PLC | trimmed | 6 | -0.56 pp | Brandes -0.46 pp |
H HPQHP Inc. | trimmed | 6 | -1.30 pp | Dodge & Cox -0.63 pp |
H HPEHewlett Packard Enterprise Company | trimmed | 6 | -0.88 pp | Pzena -0.36 pp |
| L—Leucadia National | trimmed | 6 | +1.76 pp | Soros -0.08 pp |
L LOWLowe's Companies Inc. | trimmed | 6 | -2.00 pp | Greenhaven -1.78 pp |
| OORCLOracle Corp | trimmed | 6 | -0.96 pp | FPA -0.46 pp |
P PFEPfizer Inc. | trimmed | 6 | -1.35 pp | Kahn -0.92 pp |
| QQCOMQualcomm Inc | trimmed | 6 | -0.76 pp | Wedgewood -0.32 pp |
S STTState Street Corporation | trimmed | 6 | -0.63 pp | Matrix -0.67 pp |
T TWXTime Warner Inc | trimmed | 6 | +0.55 pp | Sound Shore -0.45 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 6 | +0.35 pp | Dodge & Cox -0.33 pp |
B BAXBaxter International Inc. | trimmed | 5 | -1.02 pp | First Eagle -0.32 pp |
| C—CBS Corp | trimmed | 5 | -0.49 pp | Sound Shore -0.33 pp |
C CVXChevron Corporation | trimmed | 5 | +0.11 pp | Dodge & Cox 0.00 pp |
K KOCoca-Cola Company | trimmed | 5 | -0.03 pp | Jensen -0.08 pp |
C CMAComerica Incorporated | trimmed | 5 | -0.02 pp | Third Ave -0.15 pp |
D DEODiageo plc | trimmed | 5 | -0.26 pp | Causeway -0.10 pp |
| DDISThe Walt Disney Company | trimmed | 5 | +0.35 pp | Dodge & Cox 0.00 pp |
| D—Du Pont E I De Nemours & Co | trimmed | 5 | -1.70 pp | Trian -1.61 pp |
E EOGEOG Resources, Inc. | trimmed | 5 | -0.09 pp | Ariel -0.10 pp |