| Stock | Move | Managers | Total | Largest |
|---|
A AABAAltaba Inc. | new | 11 | +64.90 pp | TCI +35.26 pp |
B BABAAlibaba Group Holding Limited | new | 7 | +22.11 pp | Appaloosa +7.73 pp |
D DXCDXC Technology Company | new | 7 | +4.78 pp | Maverick +2.84 pp |
O OPTUOptimum Communications, Inc. | new | 6 | +5.29 pp | Jericho +1.95 pp |
G GOOGAlphabet Inc. Class C | added | 13 | +4.61 pp | Appaloosa +1.02 pp |
M MSFTMicrosoft Corp | added | 12 | +9.20 pp | Tiger Global +4.89 pp |
V VVISA Inc. | added | 12 | +5.95 pp | Viking +3.30 pp |
B BIDUBaidu, Inc. | added | 11 | +1.42 pp | Oakmark +0.71 pp |
M METAMeta Platforms, Inc. Class A | added | 11 | +8.03 pp | Duquesne +4.99 pp |
| BBABAAlibaba Group Holding Limited | added | 10 | +11.78 pp | Whale Rock +4.58 pp |
B BACBank of America Corporation | added | 9 | +0.39 pp | Sound Shore +0.43 pp |
C CVSCvs Health Corporation | added | 9 | +1.30 pp | Century +0.51 pp |
C CMCSAComcast Corp | added | 9 | +1.58 pp | Duquesne +2.41 pp |
M MAMastercard Incorporated | added | 9 | +3.93 pp | Egerton +1.81 pp |
A AXPAmerican Express Company | added | 8 | +1.14 pp | Check +0.61 pp |
A AAPLApple Inc. | added | 8 | +0.85 pp | Appaloosa +0.59 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 8 | -0.61 pp | Giverny +0.22 pp |
| G—General Electric Co | added | 8 | +1.48 pp | Matrix +1.45 pp |
W WFCWells Fargo & Co. | added | 8 | -0.31 pp | Davis +0.18 pp |
G GOOGLAlphabet Inc. Class A | added | 7 | +5.86 pp | Duquesne +3.12 pp |
A AMZNAmazon.Com Inc | added | 6 | +4.60 pp | Duquesne +2.08 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | -0.56 pp | Maverick +0.01 pp |
O ORCLOracle Corp | added | 6 | +2.01 pp | Oakmark +1.03 pp |
P PMPhilip Morris International Inc. | added | 6 | -0.13 pp | Ariel +0.16 pp |
Q QCOMQualcomm Inc | added | 6 | -1.40 pp | Torray +0.02 pp |
S SLBSLB Limited | added | 6 | +1.36 pp | Century +1.06 pp |
U USBU.S. Bancorp | added | 6 | +1.09 pp | AKO +1.03 pp |
A ADIAnalog Devices, Inc. | added | 5 | -0.11 pp | Sound Shore +0.21 pp |
C CCitigroup Inc. | added | 5 | +1.17 pp | Greenhaven +0.82 pp |
| E—Express Scripts Hldg Co | added | 5 | +1.24 pp | Baupost +0.92 pp |
F FASTFastenal Co | added | 5 | +1.53 pp | Wedgewood +1.57 pp |
G GILDGilead Sciences Inc | added | 5 | +0.49 pp | Ariel +0.31 pp |
H HPEHewlett Packard Enterprise Company | added | 5 | -2.60 pp | Pzena -0.31 pp |
I IBMInternational Business Machines Corporation | added | 5 | +0.28 pp | Check +0.49 pp |
J JNJJohnson & Johnson | added | 5 | +0.30 pp | Ariel +0.18 pp |
O OXYOccidental Petroleum Corporation | added | 5 | +0.55 pp | Century +0.73 pp |
| P—Priceline Grp Inc | added | 5 | +2.81 pp | Duquesne +1.56 pp |
S SCHWThe Charles Schwab Corporation | added | 5 | +0.98 pp | Egerton +0.80 pp |
T TMOThermo Fisher Scientific, Inc. | added | 5 | +1.01 pp | Appaloosa +0.54 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 5 | +0.50 pp | Matrix +0.38 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 5 | +1.11 pp | Muhlenkamp +0.45 pp |
| MMSFTMicrosoft Corp | trimmed | 18 | -3.45 pp | ValueAct -2.83 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 17 | -1.97 pp | Viking -1.05 pp |
| AAAPLApple Inc. | trimmed | 15 | -3.95 pp | Whale Rock -2.12 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 14 | -1.60 pp | Egerton -2.05 pp |
| AAMZNAmazon.Com Inc | trimmed | 12 | -2.96 pp | Tiger Global -1.67 pp |
| JJNJJohnson & Johnson | trimmed | 11 | +0.52 pp | Fundsmith -0.28 pp |
| WWFCWells Fargo & Co. | trimmed | 11 | -1.38 pp | Russo -0.71 pp |
B BNYBank of New York Mellon Corporation | trimmed | 10 | +1.68 pp | Brandes -0.07 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 10 | -7.60 pp | Viking -3.60 pp |
| IIBMInternational Business Machines Corporation | trimmed | 10 | -13.53 pp | Fairfax -10.13 pp |
J JPMJPMorgan Chase & Co. | trimmed | 10 | -1.11 pp | Greenhaven -0.49 pp |
| OORCLOracle Corp | trimmed | 10 | +1.70 pp | Sound Shore -0.61 pp |
| VVVISA Inc. | trimmed | 10 | -0.59 pp | Davis -0.31 pp |
A ADBEAdobe Inc. | trimmed | 9 | -6.62 pp | Maverick -4.77 pp |
P PEPPepsiCo, Inc. | trimmed | 9 | -0.56 pp | Fundsmith -0.52 pp |
| AAXPAmerican Express Company | trimmed | 8 | +0.52 pp | Baillie 0.00 pp |
| BBACBank of America Corporation | trimmed | 8 | -4.00 pp | Coatue -2.14 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 8 | -12.70 pp | Gates Trust -13.33 pp |
| MMAMastercard Incorporated | trimmed | 8 | +0.81 pp | Viking -0.11 pp |
N NFLXNetFlix Inc | trimmed | 8 | -6.60 pp | Whale Rock -3.37 pp |
K KMXCarMax Inc. | trimmed | 7 | -0.05 pp | Baillie -0.03 pp |
K KOCoca-Cola Company | trimmed | 7 | +0.04 pp | Semper -0.55 pp |
C CLColgate-Palmolive Company | trimmed | 7 | -0.47 pp | Torray -0.20 pp |
| CCMCSAComcast Corp | trimmed | 7 | -0.60 pp | First Eagle -0.33 pp |
G GSGoldman Sachs Group Inc. | trimmed | 7 | -0.41 pp | Dodge & Cox -0.13 pp |
M MHKMohawk Industries, Inc. | trimmed | 7 | -2.29 pp | Egerton -1.49 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 7 | -3.68 pp | Icahn -4.07 pp |
P PXGBXPraxair Inc | trimmed | 7 | +0.52 pp | Greenhaven -0.02 pp |
U UTXZRTX Corporation | trimmed | 7 | +0.70 pp | FPA -0.21 pp |
A AIYActivision Blizzard Inc | trimmed | 6 | -1.17 pp | Egerton -0.87 pp |
C CBRECbre Group, Inc. | trimmed | 6 | -0.89 pp | ValueAct -1.02 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 6 | -7.52 pp | Lone Pine -2.31 pp |
C CVXChevron Corporation | trimmed | 6 | -0.07 pp | Check -0.05 pp |
| CCSCOCisco Systems, Inc. (DE) | trimmed | 6 | -1.71 pp | Tweedy -1.08 pp |
G GLWCorning Incorporated | trimmed | 6 | -0.16 pp | Dodge & Cox -0.25 pp |
E EMREmerson Electric Co. | trimmed | 6 | -0.90 pp | Mairs -0.44 pp |
X XOMExxon Mobil Corp | trimmed | 6 | -0.14 pp | Yacktman -0.05 pp |
| L—Leucadia National | trimmed | 6 | -0.48 pp | FPA -0.24 pp |
M MRKMerck & Co., Inc. | trimmed | 6 | -2.01 pp | Semper -1.62 pp |
| M—Monsanto Co | trimmed | 6 | -2.41 pp | Davis -2.29 pp |
P PFEPfizer Inc. | trimmed | 6 | -6.47 pp | Maverick -4.43 pp |
| P—Priceline Grp Inc | trimmed | 6 | -2.25 pp | Tiger Global -2.13 pp |
P PGProcter & Gamble Company | trimmed | 6 | -0.27 pp | Jensen -0.32 pp |
S SNYSanofi | trimmed | 6 | +0.38 pp | Causeway -0.13 pp |
| SSLBSLB Limited | trimmed | 6 | -2.37 pp | Markel -1.16 pp |
S STTState Street Corporation | trimmed | 6 | +0.98 pp | Brandes +0.06 pp |
T TXNTexas Instruments Incorporated | trimmed | 6 | -1.09 pp | PRIMECAP -0.60 pp |
| UUSBU.S. Bancorp | trimmed | 6 | -0.88 pp | Maverick -0.79 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 6 | +1.44 pp | Davis 0.00 pp |
W WMTWalmart Inc. | trimmed | 6 | +0.22 pp | Check 0.00 pp |
L LBTYKLiberty Global Ltd. Class C | trimmed | 6 | -10.33 pp | Triple Frond -4.99 pp |
W WTWWillis Towers Watson Public Limited Company | trimmed | 6 | -0.97 pp | Weitz -0.89 pp |
C CBChubb Limited | trimmed | 6 | +0.14 pp | Pzena -0.02 pp |
A AIGAmerican International Group, Inc. | trimmed | 5 | -0.99 pp | Icahn -0.54 pp |
A AMGNAmgen Inc | trimmed | 5 | -0.17 pp | PRIMECAP -0.19 pp |
E ELVElevance Health, Inc. | trimmed | 5 | +0.30 pp | Dodge & Cox -0.39 pp |
B BPBP p.l.c. | trimmed | 5 | -0.07 pp | Pzena -0.04 pp |
B BAXBaxter International Inc. | trimmed | 5 | -1.11 pp | Third Point -1.51 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 5 | -0.60 pp | Sequoia -1.00 pp |