Q2 2017 seasonComplete

85 filed · 13 no filing

Filings85 of 98 filed


Abrams BisonGavin Abrams	Aug 14	$573M	4	1	0
AkreJohn Neff	Aug 14	$6.2B	28	1	4
AltimeterBrad Gerstner	Aug 14	$2.4B	23	5	1
AppaloosaDavid Tepper	Aug 14	$6.7B	57	23	18
ArielJohn Rogers	Aug 14	$8.5B	184	13	17
AtlanticAlex Roepers	Aug 14	$973M	19	6	7
BaronRon Baron	Aug 14	$19.6B	338	38	23
BerkshireGreg Abel	Aug 14	$162.1B	47	2	1
CausewaySarah Ketterer	Aug 14	$8.1B	83	6	4
ChouFrancis Chou	Aug 14	$319M	25	0	0
CoopermanLeon Cooperman	Aug 14	$2.4B	81	21	24
DuquesneStanley Druckenmiller	Aug 14	$1.9B	34	11	24
EngagedGlenn Welling	Aug 14	$674M	17	4	3
FairholmeBruce Berkowitz	Aug 14	$982M	9	0	0
FPASteven Romick	Aug 14	$13.2B	104	11	14
FundsmithTerry Smith	Aug 14	$9.5B	19	1	0
Gates TrustMichael Larson	Aug 14	$23.1B	19	1	0
GreenbergGlenn Greenberg	Aug 14	$2.3B	17	3	4
GreenlightDavid Einhorn	Aug 14	$6.2B	33	7	10
HimalayaLi Lu	Aug 14	$6M	3	2	1


AABAAltaba Inc.	11 managers	+64.90 pp	TCI+35.26 pp
BABAAlibaba Group Holding Limited	7 managers	+22.11 pp	Appaloosa+7.73 pp
DXCDXC Technology Company	7 managers	+4.78 pp	Maverick+2.84 pp
OPTUOptimum Communications, Inc.	6 managers	+5.29 pp	Jericho+1.95 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	14+9.79 pp	16-12.05 pp	-2.26 pp
MSFTMicrosoft Corp	11+33.40 pp	12-21.21 pp	+12.19 pp
METAMeta Platforms, Inc. Class A	10+9.71 pp	10-14.31 pp	-4.60 pp
VVISA Inc.	10+8.41 pp	10-8.13 pp	+0.28 pp
BABAAlibaba Group Holding Limited	15+33.85 pp	3-1.94 pp	+31.91 pp
WFCWells Fargo & Co.	9+6.38 pp	8-1.95 pp	+4.43 pp
MAMastercard Incorporated	10+7.87 pp	6-1.04 pp	+6.83 pp
BACBank of America Corporation	6+1.05 pp	8-7.37 pp	-6.32 pp
AMZNAmazon.Com Inc	7+4.94 pp	6-2.97 pp	+1.97 pp
CHTRCharter Comm Inc Del CL A New	5+5.68 pp	8-11.65 pp	-5.97 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	41 managers	4.0%	14.9%
MSFTMicrosoft Corp	33 managers	3.1%	19.1%
VVISA Inc.	31 managers	2.2%	8.6%
METAMeta Platforms, Inc. Class A	27 managers	2.4%	18.7%
AAPLApple Inc.	26 managers	0.1%	11.6%
MAMastercard Incorporated	26 managers	1.8%	10.6%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	25 managers	5.9%	60.3%
WFCWells Fargo & Co.	24 managers	2.9%	58.1%
AMZNAmazon.Com Inc	22 managers	1.7%	12.1%
BABAAlibaba Group Holding Limited	21 managers	2.2%	9.0%


AABAAltaba Inc.	11 managers	35.3%
DXCDXC Technology Company	7 managers	2.8%
OPTUOptimum Communications, Inc.	6 managers	1.9%
CARSCars.com Inc.	4 managers	2.6%
CVNACarvana Co.	4 managers	8.9%
unresolvedEnergy Transfer Partners LP	4 managers	4.5%
OKTAOkta, Inc. Class A	4 managers	0.1%
REXXRex Energy Corporation	3 managers	0.0%
SMHISEACOR Marine Holdings Inc.	3 managers	1.3%
TRUTransUnion	3 managers	2.0%