| Stock | Move | Managers | Total | Largest |
|---|
T TWXTime Warner Inc | new | 5 | +21.50 pp | Abrams +9.18 pp |
G GOOGLAlphabet Inc. Class A | added | 11 | +10.34 pp | Duquesne +3.40 pp |
G GOOGAlphabet Inc. Class C | added | 10 | +10.74 pp | TCI +9.22 pp |
M MSFTMicrosoft Corp | added | 10 | +9.67 pp | Duquesne +4.07 pp |
A AMZNAmazon.Com Inc | added | 9 | +13.97 pp | Sequoia +4.11 pp |
A AAPLApple Inc. | added | 9 | +8.07 pp | Appaloosa +4.44 pp |
M METAMeta Platforms, Inc. Class A | added | 9 | +7.01 pp | Dorsey +3.98 pp |
| P—Priceline Grp Inc | added | 9 | +2.05 pp | Lone Pine +1.34 pp |
B BABAAlibaba Group Holding Limited | added | 8 | +3.76 pp | Jericho +2.91 pp |
M MRKMerck & Co., Inc. | added | 8 | -0.80 pp | Torray +0.01 pp |
O ORCLOracle Corp | added | 8 | -0.55 pp | First Eagle +0.13 pp |
B BIDUBaidu, Inc. | added | 7 | -0.21 pp | Baron +0.07 pp |
A ADBEAdobe Inc. | added | 6 | +8.59 pp | Egerton +2.72 pp |
B BACBank of America Corporation | added | 6 | +3.20 pp | Appaloosa +2.56 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 6 | +0.79 pp | Giverny +0.53 pp |
| G—Glaxosmithkline PLC | added | 6 | +0.58 pp | Dodge & Cox +0.72 pp |
C CVSCvs Health Corporation | added | 5 | -0.70 pp | Oakmark +0.23 pp |
C CAHCardinal Health, Inc. | added | 5 | +1.31 pp | Baupost +0.98 pp |
C CHTRCharter Comm Inc Del CL A New | added | 5 | +13.73 pp | AltaRock +6.97 pp |
C CMCSAComcast Corp | added | 5 | +1.06 pp | Dodge & Cox +0.55 pp |
D DGDollar General Corp. | added | 5 | +1.01 pp | Semper +0.64 pp |
X XOMExxon Mobil Corp | added | 5 | +0.50 pp | First Eagle +0.52 pp |
| G—General Electric Co | added | 5 | -0.57 pp | Soros +0.01 pp |
G GSGoldman Sachs Group Inc. | added | 5 | +0.07 pp | Maverick +0.03 pp |
M MGMMgm Resorts International | added | 5 | +0.96 pp | Maverick +0.84 pp |
M MCKMcKesson Corporation | added | 5 | +2.32 pp | Baupost +1.14 pp |
P PMPhilip Morris International Inc. | added | 5 | +0.14 pp | Ariel +0.15 pp |
S SLBSLB Limited | added | 5 | +1.49 pp | Ariel +0.54 pp |
U USBU.S. Bancorp | added | 5 | -0.26 pp | Davis +0.03 pp |
W WFCWells Fargo & Co. | added | 5 | +2.15 pp | Viking +1.31 pp |
Z ZBHZimmer Biomet Holdings, Inc. | added | 5 | +0.28 pp | Soros +0.22 pp |
A ADNTAdient plc | added | 5 | +2.09 pp | Greenlight +1.98 pp |
| MMSFTMicrosoft Corp | trimmed | 24 | +2.75 pp | Yacktman -1.09 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 19 | -7.84 pp | Appaloosa -4.30 pp |
V VVISA Inc. | trimmed | 19 | -2.71 pp | Viking -1.62 pp |
| WWFCWells Fargo & Co. | trimmed | 16 | -1.66 pp | Giverny -1.50 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 15 | -2.59 pp | Viking -2.87 pp |
J JNJJohnson & Johnson | trimmed | 13 | +0.35 pp | Fundsmith -0.29 pp |
M MAMastercard Incorporated | trimmed | 13 | -2.64 pp | Egerton -1.75 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 12 | +0.63 pp | Gates Trust -1.21 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 11 | -7.77 pp | Coatue -2.07 pp |
A AXPAmerican Express Company | trimmed | 11 | -1.02 pp | Davis -0.91 pp |
| AAAPLApple Inc. | trimmed | 11 | -5.22 pp | Coatue -3.29 pp |
| BBACBank of America Corporation | trimmed | 11 | +1.20 pp | Brandes -0.12 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 11 | -1.09 pp | Davis -1.03 pp |
| D—Dowdupont Inc | trimmed | 10 | -1.90 pp | Third Point -0.84 pp |
J JPMJPMorgan Chase & Co. | trimmed | 10 | -0.19 pp | Oakmark -1.15 pp |
| BBIDUBaidu, Inc. | trimmed | 9 | -6.79 pp | Oakcliff -2.66 pp |
B BNYBank of New York Mellon Corporation | trimmed | 9 | -2.78 pp | Trian -1.95 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 9 | -3.37 pp | Coatue -2.46 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 9 | -5.42 pp | Wedgewood -2.79 pp |
K KMXCarMax Inc. | trimmed | 8 | -6.38 pp | Sequoia -2.90 pp |
| CCMCSAComcast Corp | trimmed | 8 | -8.71 pp | TCI -6.88 pp |
| XXOMExxon Mobil Corp | trimmed | 8 | +0.03 pp | Mairs -0.08 pp |
I IBMInternational Business Machines Corporation | trimmed | 8 | -3.44 pp | Berkshire -2.86 pp |
| OORCLOracle Corp | trimmed | 8 | -1.66 pp | FPA -0.39 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 8 | +0.35 pp | Greenberg -1.28 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 8 | -1.49 pp | Appaloosa -0.57 pp |
A ABBVAbbvie Inc. | trimmed | 7 | +0.07 pp | Mairs -0.01 pp |
B BPBP p.l.c. | trimmed | 7 | +1.06 pp | Pzena -0.10 pp |
C CCitigroup Inc. | trimmed | 7 | -2.15 pp | Causeway -1.10 pp |
P PEPPepsiCo, Inc. | trimmed | 7 | +0.48 pp | First Eagle -0.13 pp |
U UTXZRTX Corporation | trimmed | 7 | +0.48 pp | Torray -0.01 pp |
M MMM3M Company | trimmed | 7 | -0.93 pp | Jensen -1.41 pp |
| UUSBU.S. Bancorp | trimmed | 7 | -1.05 pp | AKO -0.77 pp |
A ABTAbbott Laboratories | trimmed | 6 | -0.56 pp | Check -0.63 pp |
A AABAAltaba Inc. | trimmed | 6 | -4.99 pp | Oaktree -3.08 pp |
| AAMZNAmazon.Com Inc | trimmed | 6 | +3.36 pp | Baron -0.11 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | +1.06 pp | Sequoia -0.24 pp |
C CBRECbre Group, Inc. | trimmed | 6 | -0.64 pp | Vulcan -1.04 pp |
C CVXChevron Corporation | trimmed | 6 | -0.89 pp | First Eagle -0.58 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 6 | +1.39 pp | Yacktman -0.05 pp |
E EOGEOG Resources, Inc. | trimmed | 6 | +0.20 pp | First Eagle -0.03 pp |
| E—Express Scripts Hldg Co | trimmed | 6 | -1.03 pp | Kensico -1.03 pp |
F FDXFedEx Corporation | trimmed | 6 | +0.66 pp | Southeastern -0.37 pp |
| GGSGoldman Sachs Group Inc. | trimmed | 6 | +0.63 pp | Dodge & Cox -0.36 pp |
I INTCIntel Corp | trimmed | 6 | -1.27 pp | Semper -1.69 pp |
M MCOMoody's Corporation | trimmed | 6 | -4.23 pp | AltaRock -3.28 pp |
N NFLXNetFlix Inc | trimmed | 6 | -1.45 pp | Tiger Global -1.09 pp |
P PGProcter & Gamble Company | trimmed | 6 | -0.23 pp | Yacktman -0.12 pp |
Q QCOMQualcomm Inc | trimmed | 6 | +0.15 pp | FPA -0.44 pp |
S STTState Street Corporation | trimmed | 6 | -0.42 pp | Vulcan -0.24 pp |
U UNPUnion Pacific Corp. | trimmed | 6 | +0.66 pp | Mairs 0.00 pp |
W WMTWalmart Inc. | trimmed | 6 | -0.53 pp | Dodge & Cox -0.85 pp |
| AADBEAdobe Inc. | trimmed | 5 | +0.20 pp | Coatue -0.03 pp |
B BDXBecton, Dickinson and Co. | trimmed | 5 | -0.08 pp | Jensen -0.25 pp |
| CCHTRCharter Comm Inc Del CL A New | trimmed | 5 | -16.46 pp | TCI -8.84 pp |
C CTSHCognizant Technology Solutions | trimmed | 5 | -1.17 pp | AKO -0.66 pp |
C CLColgate-Palmolive Company | trimmed | 5 | -0.14 pp | First Eagle -0.13 pp |
C COPConocoPhillips | trimmed | 5 | -0.03 pp | Yacktman -0.25 pp |
S STZConstellation Brands, Inc. | trimmed | 5 | -0.67 pp | Maverick -1.84 pp |
D DEODiageo plc | trimmed | 5 | +0.27 pp | Dodge & Cox 0.00 pp |
D DISThe Walt Disney Company | trimmed | 5 | -1.20 pp | Giverny -1.12 pp |
W WUBA58.COM Inc | trimmed | 5 | -2.19 pp | Jericho -2.02 pp |
J JDJD.com, Inc. | trimmed | 5 | -1.27 pp | Duquesne -1.51 pp |
9 99803EURLaboratory Crp Of Amer Hldgs | trimmed | 5 | +0.20 pp | Check -0.09 pp |
M MHKMohawk Industries, Inc. | trimmed | 5 | -0.76 pp | Appaloosa -0.96 pp |
| M—Monsanto Co | trimmed | 5 | -0.58 pp | Davis -0.21 pp |
N NOVNOV Inc. | trimmed | 5 | -0.36 pp | Vulcan -0.42 pp |
N NVSNovartis AG | trimmed | 5 | -0.39 pp | Dodge & Cox -0.18 pp |