| Stock | Move | Managers | Total | Largest |
|---|
S SNAPSnap Inc. | new | 6 | +6.66 pp | Coatue +4.55 pp |
M MFSWelbilt Inc | new | 5 | +10.67 pp | Abrams +5.67 pp |
G GOOGAlphabet Inc. Class C | added | 13 | +4.58 pp | AKO +1.45 pp |
V VVISA Inc. | added | 12 | +4.49 pp | Egerton +2.49 pp |
M MSFTMicrosoft Corp | added | 11 | +3.27 pp | Viking +2.24 pp |
M METAMeta Platforms, Inc. Class A | added | 10 | +4.99 pp | Soros +1.51 pp |
Q QCOMQualcomm Inc | added | 9 | +3.00 pp | Check +1.77 pp |
B BABAAlibaba Group Holding Limited | added | 8 | +2.90 pp | Lone Pine +2.11 pp |
G GOOGLAlphabet Inc. Class A | added | 8 | +2.54 pp | Wedgewood +1.50 pp |
J JNJJohnson & Johnson | added | 8 | +0.36 pp | Mairs +0.23 pp |
A AMZNAmazon.Com Inc | added | 7 | +3.46 pp | Miller +1.27 pp |
B BIDUBaidu, Inc. | added | 7 | +0.29 pp | Ariel +0.22 pp |
C CVSCvs Health Corporation | added | 7 | +1.25 pp | Matrix +1.16 pp |
G GILDGilead Sciences Inc | added | 7 | +0.08 pp | Matrix +0.16 pp |
A AAPLApple Inc. | added | 6 | +11.34 pp | Berkshire +6.99 pp |
| G—General Electric Co | added | 6 | -3.90 pp | Oakmark +0.30 pp |
N NVSNovartis AG | added | 6 | +0.20 pp | Dodge & Cox +0.23 pp |
P PYPLPayPal Holdings, Inc. | added | 6 | +2.36 pp | Wedgewood +1.95 pp |
P PEPPepsiCo, Inc. | added | 6 | +1.04 pp | First Eagle +0.53 pp |
P PXGBXPraxair Inc | added | 6 | -0.41 pp | First Eagle +0.07 pp |
9 9990302DApache Corp | added | 5 | -1.20 pp | Ariel -0.01 pp |
A ADPAutomatic Data Processing | added | 5 | -1.12 pp | First Eagle 0.00 pp |
C COFCapital One Financial | added | 5 | +0.31 pp | Sequoia +0.34 pp |
D DISThe Walt Disney Company | added | 5 | +1.19 pp | Coatue +0.66 pp |
X XOMExxon Mobil Corp | added | 5 | +0.30 pp | Pzena +0.43 pp |
T TVGrupo Televisa S.A. | added | 5 | +2.18 pp | Lone Pine +1.04 pp |
H HPEHewlett Packard Enterprise Company | added | 5 | +1.96 pp | Soros +1.69 pp |
M MARMarriott International Class A | added | 5 | -0.15 pp | Markel +0.22 pp |
N NKENike, Inc. | added | 5 | +1.95 pp | Lone Pine +1.79 pp |
O ORCLOracle Corp | added | 5 | +0.91 pp | First Eagle +0.66 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 5 | +0.61 pp | Viking +0.98 pp |
W WTWWillis Towers Watson Public Limited Company | added | 5 | +0.97 pp | Oakmark +0.43 pp |
| MMSFTMicrosoft Corp | trimmed | 20 | -10.86 pp | ValueAct -7.02 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 17 | -3.78 pp | Whale Rock -1.23 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 16 | -8.35 pp | Egerton -3.85 pp |
| AAAPLApple Inc. | trimmed | 14 | -4.97 pp | Greenlight -4.90 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | trimmed | 14 | -11.23 pp | Check -5.95 pp |
M MAMastercard Incorporated | trimmed | 14 | -1.50 pp | Egerton -2.07 pp |
| VVVISA Inc. | trimmed | 14 | +3.05 pp | Sequoia -0.10 pp |
W WFCWells Fargo & Co. | trimmed | 14 | -3.78 pp | Check -1.14 pp |
B BACBank of America Corporation | trimmed | 13 | -6.16 pp | Duquesne -2.25 pp |
J JPMJPMorgan Chase & Co. | trimmed | 12 | -9.17 pp | Greenberg -3.44 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 11 | -1.36 pp | Vulcan -2.04 pp |
I IBMInternational Business Machines Corporation | trimmed | 11 | -5.18 pp | Check -2.85 pp |
| OORCLOracle Corp | trimmed | 11 | +2.22 pp | Vulcan -0.60 pp |
A AXPAmerican Express Company | trimmed | 10 | -4.12 pp | Maverick -2.25 pp |
C CMCSAComcast Corp | trimmed | 10 | -2.30 pp | Egerton -0.89 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 10 | +1.84 pp | ARK -0.39 pp |
| JJNJJohnson & Johnson | trimmed | 10 | +0.56 pp | PRIMECAP -0.14 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 10 | -4.79 pp | Triple Frond -2.35 pp |
L LBTYKLiberty Global Ltd. Class C | trimmed | 10 | -3.12 pp | AltaRock -4.73 pp |
K KMXCarMax Inc. | trimmed | 9 | -3.40 pp | Akre -1.07 pp |
G GSGoldman Sachs Group Inc. | trimmed | 9 | -2.79 pp | Greenhaven -1.61 pp |
| AAMZNAmazon.Com Inc | trimmed | 8 | -1.98 pp | Viking -1.27 pp |
B BNYBank of New York Mellon Corporation | trimmed | 8 | -2.62 pp | Vulcan -1.08 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 8 | -7.21 pp | Tiger Global -3.23 pp |
C CVXChevron Corporation | trimmed | 7 | -0.47 pp | Matrix -0.25 pp |
C CCitigroup Inc. | trimmed | 7 | -0.87 pp | Miller -0.50 pp |
H HALHalliburton Company | trimmed | 7 | -6.42 pp | Duquesne -4.52 pp |
P PMPhilip Morris International Inc. | trimmed | 7 | +1.49 pp | Baillie 0.00 pp |
| P—Priceline Grp Inc | trimmed | 7 | -10.08 pp | Maverick -6.02 pp |
P PGProcter & Gamble Company | trimmed | 7 | +1.29 pp | Russo -0.01 pp |
U UTXZRTX Corporation | trimmed | 7 | -1.00 pp | Vulcan -1.15 pp |
S SLBSLB Limited | trimmed | 7 | -1.87 pp | Wedgewood -0.73 pp |
S STTState Street Corporation | trimmed | 7 | -0.86 pp | Vulcan -0.55 pp |
T TXNTexas Instruments Incorporated | trimmed | 7 | +0.18 pp | First Eagle -0.03 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 7 | +0.25 pp | ARK -0.13 pp |
U USBU.S. Bancorp | trimmed | 7 | -1.62 pp | Check -1.27 pp |
U UNPUnion Pacific Corp. | trimmed | 7 | -1.12 pp | Viking -0.72 pp |
A ABBVAbbvie Inc. | trimmed | 6 | +0.19 pp | Mairs -0.01 pp |
E ELVElevance Health, Inc. | trimmed | 6 | -0.65 pp | Vulcan -0.88 pp |
K KOCoca-Cola Company | trimmed | 6 | +0.24 pp | Jensen -0.04 pp |
C COPConocoPhillips | trimmed | 6 | -0.52 pp | Tweedy -0.35 pp |
G GLWCorning Incorporated | trimmed | 6 | -0.16 pp | Yacktman -0.21 pp |
F FASTFastenal Co | trimmed | 6 | -2.12 pp | Sequoia -1.98 pp |
F FDXFedEx Corporation | trimmed | 6 | -0.23 pp | Check -0.90 pp |
M MRKMerck & Co., Inc. | trimmed | 6 | +0.02 pp | Pzena -0.12 pp |
N NVDANvidia Corp | trimmed | 6 | -4.47 pp | ARK -1.80 pp |
| PPEPPepsiCo, Inc. | trimmed | 6 | +0.64 pp | Sequoia -0.03 pp |
T TJXTJX Companies, Inc. (The) | trimmed | 6 | -0.19 pp | Viking -0.19 pp |
T TWXTime Warner Inc | trimmed | 6 | -5.05 pp | Greenlight -3.39 pp |
| T—Twenty First Centy Fox Inc | trimmed | 6 | -0.84 pp | Kensico -0.64 pp |
W WMTWalmart Inc. | trimmed | 6 | -0.46 pp | Check -0.45 pp |
A ACTAllergan PLC | trimmed | 6 | -7.48 pp | Appaloosa -4.28 pp |
A ADBEAdobe Inc. | trimmed | 5 | +1.37 pp | Dodge & Cox 0.00 pp |
A AIGAmerican International Group, Inc. | trimmed | 5 | -3.53 pp | Kensico -2.03 pp |
A AMGNAmgen Inc | trimmed | 5 | -0.02 pp | Dodge & Cox -0.01 pp |
| BBIDUBaidu, Inc. | trimmed | 5 | -0.52 pp | Baillie -0.61 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 5 | -1.91 pp | Sequoia -1.34 pp |
C CLColgate-Palmolive Company | trimmed | 5 | -1.47 pp | AKO -1.57 pp |
D DHRDanaher Corporation | trimmed | 5 | +0.11 pp | First Eagle -0.07 pp |
D DEODiageo plc | trimmed | 5 | +0.08 pp | Brandes 0.00 pp |
| DDISThe Walt Disney Company | trimmed | 5 | -0.39 pp | Vulcan -0.51 pp |
| D—Du Pont E I De Nemours & Co | trimmed | 5 | -6.49 pp | Trian -4.15 pp |
E EMREmerson Electric Co. | trimmed | 5 | -0.40 pp | Mairs -0.34 pp |
| XXOMExxon Mobil Corp | trimmed | 5 | -0.86 pp | Semper -0.62 pp |
| G—General Electric Co | trimmed | 5 | -0.22 pp | FPA -0.14 pp |
H HOGHarley-Davidson, Inc. | trimmed | 5 | -1.14 pp | Check -1.05 pp |
I INTCIntel Corp | trimmed | 5 | -0.89 pp | Torray -0.46 pp |
| J—Jpmorgan Chase & Co | trimmed | 5 | -7.87 pp | Chou -6.59 pp |