| Stock | Move | Managers | Total | Largest |
|---|
| D—Dowdupont Inc | new | 14 | +27.61 pp | Third Point +8.75 pp |
B BKRBaker Hughes Company | new | 5 | +12.64 pp | ValueAct +11.53 pp |
| M—Micro Focus Intl ADR | new | 5 | +4.13 pp | Sound Shore +2.03 pp |
R RDFNRedfin Corporation | new | 5 | +2.43 pp | Tiger Global +1.32 pp |
B BABAAlibaba Group Holding Limited | added | 13 | +10.06 pp | Third Point +3.96 pp |
G GOOGAlphabet Inc. Class C | added | 13 | +7.26 pp | Sequoia +3.24 pp |
A AMZNAmazon.Com Inc | added | 11 | -1.75 pp | Altimeter +0.30 pp |
M MSFTMicrosoft Corp | added | 11 | +2.68 pp | Lone Pine +0.77 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 10 | +7.11 pp | Gates Trust +5.29 pp |
A AAPLApple Inc. | added | 9 | +7.97 pp | Coatue +5.24 pp |
C CMCSAComcast Corp | added | 9 | -0.84 pp | Lone Pine +2.14 pp |
W WFCWells Fargo & Co. | added | 9 | +0.43 pp | Pzena +1.15 pp |
G GOOGLAlphabet Inc. Class A | added | 8 | +8.35 pp | Viking +5.03 pp |
M METAMeta Platforms, Inc. Class A | added | 8 | +7.43 pp | Appaloosa +2.88 pp |
V VVISA Inc. | added | 8 | +6.54 pp | Maverick +3.18 pp |
M MAMastercard Incorporated | added | 7 | +2.27 pp | Viking +1.80 pp |
A AXPAmerican Express Company | added | 6 | +0.27 pp | Mairs +0.11 pp |
J JNJJohnson & Johnson | added | 6 | -0.30 pp | Maverick +0.02 pp |
M MRKMerck & Co., Inc. | added | 6 | +0.40 pp | Pzena +0.22 pp |
P PMPhilip Morris International Inc. | added | 6 | -0.52 pp | Fundsmith +0.32 pp |
U USBU.S. Bancorp | added | 6 | +0.42 pp | AKO +0.21 pp |
T TAT&T Inc. | added | 5 | +0.06 pp | Matrix +0.03 pp |
A ADBEAdobe Inc. | added | 5 | +0.98 pp | Maverick +0.47 pp |
A ADPAutomatic Data Processing | added | 5 | +16.17 pp | Pershing +15.83 pp |
C COFCapital One Financial | added | 5 | +1.41 pp | Davis +1.26 pp |
C CAHCardinal Health, Inc. | added | 5 | +0.98 pp | Brandes +0.91 pp |
D DALDelta Air Lines, Inc. | added | 5 | -1.10 pp | Maverick +0.01 pp |
F FASTFastenal Co | added | 5 | +2.26 pp | Wedgewood +1.13 pp |
| G—General Electric Co | added | 5 | +0.51 pp | Oakmark +0.84 pp |
H HCAHCA Healthcare, Inc. | added | 5 | +1.01 pp | Brandes +0.94 pp |
J JDJD.com, Inc. | added | 5 | -1.51 pp | Duquesne +0.94 pp |
O ORLYO'Reilly Automotive, Inc. | added | 5 | +2.56 pp | Akre +1.72 pp |
O ORCLOracle Corp | added | 5 | +1.02 pp | Jensen +0.47 pp |
| P—Priceline Grp Inc | added | 5 | -0.47 pp | Oakmark +0.06 pp |
Q QCOMQualcomm Inc | added | 5 | +0.31 pp | Maverick +0.29 pp |
S SLBSLB Limited | added | 5 | +1.04 pp | Century +0.55 pp |
S SCHWThe Charles Schwab Corporation | added | 5 | +1.88 pp | Triple Frond +1.99 pp |
U UNPUnion Pacific Corp. | added | 5 | +0.49 pp | TCI +0.30 pp |
V VZVerizon Communications | added | 5 | +0.30 pp | First Eagle +0.12 pp |
| MMSFTMicrosoft Corp | trimmed | 19 | -10.37 pp | Viking -4.23 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 16 | -4.42 pp | Third Point -2.16 pp |
B BACBank of America Corporation | trimmed | 14 | -1.77 pp | Appaloosa -0.84 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 14 | +0.13 pp | Dorsey -0.24 pp |
| VVVISA Inc. | trimmed | 14 | -1.13 pp | Polen -1.73 pp |
B BIDUBaidu, Inc. | trimmed | 13 | +2.89 pp | Sequoia -1.83 pp |
| AAAPLApple Inc. | trimmed | 12 | +0.43 pp | Torray -0.28 pp |
J JPMJPMorgan Chase & Co. | trimmed | 12 | -1.39 pp | Egerton -1.05 pp |
| MMAMastercard Incorporated | trimmed | 12 | +1.98 pp | Sequoia -0.36 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 11 | -2.57 pp | Soros -2.26 pp |
| OORCLOracle Corp | trimmed | 11 | -4.70 pp | Causeway -1.12 pp |
B BNYBank of New York Mellon Corporation | trimmed | 10 | -4.22 pp | Trian -3.31 pp |
| WWFCWells Fargo & Co. | trimmed | 10 | -6.98 pp | Viking -3.91 pp |
| AAXPAmerican Express Company | trimmed | 9 | -1.33 pp | Semper -0.86 pp |
K KMXCarMax Inc. | trimmed | 9 | +0.69 pp | Check -0.40 pp |
I IBMInternational Business Machines Corporation | trimmed | 9 | -8.65 pp | Fairfax -5.68 pp |
| AAMZNAmazon.Com Inc | trimmed | 8 | -6.08 pp | Whale Rock -3.05 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 8 | +0.51 pp | Tweedy -0.16 pp |
X XOMExxon Mobil Corp | trimmed | 8 | -1.25 pp | Markel -0.74 pp |
| JJNJJohnson & Johnson | trimmed | 8 | -1.58 pp | Tweedy -0.92 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 8 | -3.92 pp | Causeway -1.88 pp |
W WMTWalmart Inc. | trimmed | 8 | -0.06 pp | Brandes -0.04 pp |
A AMGNAmgen Inc | trimmed | 7 | +0.07 pp | First Eagle -0.12 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 7 | -0.17 pp | Akre -0.31 pp |
C CVSCvs Health Corporation | trimmed | 7 | -0.31 pp | Century -0.13 pp |
C CCitigroup Inc. | trimmed | 7 | -2.63 pp | Chou -1.10 pp |
| E—Express Scripts Hldg Co | trimmed | 7 | -8.50 pp | Oakcliff -5.80 pp |
F FDXFedEx Corporation | trimmed | 7 | -1.25 pp | Southeastern -0.62 pp |
G GSGoldman Sachs Group Inc. | trimmed | 7 | +0.45 pp | Sequoia -0.07 pp |
| L—Leucadia National | trimmed | 7 | -0.95 pp | Fairfax -0.48 pp |
P PGProcter & Gamble Company | trimmed | 7 | +0.51 pp | Brandes -0.01 pp |
| QQCOMQualcomm Inc | trimmed | 7 | -2.62 pp | ARK -0.86 pp |
U UTXZRTX Corporation | trimmed | 7 | -1.77 pp | FPA -0.55 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 7 | +0.29 pp | FPA -0.01 pp |
W WTWWillis Towers Watson Public Limited Company | trimmed | 7 | -4.00 pp | ValueAct -3.98 pp |
A AIGAmerican International Group, Inc. | trimmed | 6 | -4.41 pp | Cooperman -1.45 pp |
B BPBP p.l.c. | trimmed | 6 | +0.91 pp | Brandes -0.26 pp |
C CBRECbre Group, Inc. | trimmed | 6 | -0.80 pp | Ariel -0.23 pp |
C CHTRCharter Comm Inc Del CL A New | trimmed | 6 | -16.21 pp | AltaRock -7.12 pp |
C CVXChevron Corporation | trimmed | 6 | +0.36 pp | Dodge & Cox 0.00 pp |
C CTSHCognizant Technology Solutions | trimmed | 6 | +0.08 pp | Check -0.15 pp |
C COPConocoPhillips | trimmed | 6 | +0.11 pp | Pzena -0.22 pp |
G GLWCorning Incorporated | trimmed | 6 | -0.25 pp | Pzena -0.13 pp |
N NVSNovartis AG | trimmed | 6 | -0.54 pp | Dodge & Cox -0.45 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | -1.45 pp | First Eagle -0.55 pp |
P PFEPfizer Inc. | trimmed | 6 | -0.76 pp | Maverick -0.91 pp |
P PXGBXPraxair Inc | trimmed | 6 | 0.00 pp | First Eagle -0.11 pp |
S SPGIS&P Global Inc. | trimmed | 6 | -0.66 pp | Third Point -0.30 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 6 | +0.03 pp | Egerton -0.45 pp |
S STTState Street Corporation | trimmed | 6 | -1.39 pp | Brandes -1.16 pp |
| UUSBU.S. Bancorp | trimmed | 6 | -1.88 pp | Fairfax -1.78 pp |
A ABTAbbott Laboratories | trimmed | 5 | -0.06 pp | Check -0.09 pp |
A ABBVAbbvie Inc. | trimmed | 5 | +0.52 pp | PRIMECAP -0.04 pp |
| AADBEAdobe Inc. | trimmed | 5 | -0.15 pp | Torray -0.11 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 5 | +0.98 pp | Lone Pine -0.86 pp |
E ELVElevance Health, Inc. | trimmed | 5 | -1.48 pp | Vulcan -1.41 pp |
C CERNCerner Corp | trimmed | 5 | -0.39 pp | Century -0.48 pp |
E EMREmerson Electric Co. | trimmed | 5 | -0.24 pp | Century -0.12 pp |
| G—General Electric Co | trimmed | 5 | -2.68 pp | FPA -1.53 pp |
H HALHalliburton Company | trimmed | 5 | -0.37 pp | Causeway -0.18 pp |
| JJDJD.com, Inc. | trimmed | 5 | -1.89 pp | Viking -1.54 pp |