| Stock | Move | Managers | Total | Largest |
|---|
F FOXAFox Corporation Class A | new | 9 | +23.72 pp | Baupost +8.69 pp |
L LYFTLyft, Inc. Class A | new | 7 | +0.93 pp | Soros +0.46 pp |
C CELGCelgene Corp | new | 6 | +24.21 pp | Abrams +17.89 pp |
W WABWabtec Inc. | new | 6 | +2.32 pp | Muhlenkamp +1.84 pp |
F FOXFox Corporation Class B | new | 5 | +5.86 pp | Yacktman +3.10 pp |
M METAMeta Platforms, Inc. Class A | added | 17 | +11.96 pp | Altimeter +4.22 pp |
G GOOGAlphabet Inc. Class C | added | 13 | +2.67 pp | Maverick +1.70 pp |
G GOOGLAlphabet Inc. Class A | added | 13 | +3.44 pp | Greenberg +2.37 pp |
B BABAAlibaba Group Holding Limited | added | 12 | +9.02 pp | Duquesne +3.44 pp |
M MSFTMicrosoft Corp | added | 12 | -8.66 pp | Maverick +0.76 pp |
B BIDUBaidu, Inc. | added | 10 | -0.12 pp | Southeastern +0.66 pp |
J JPMJPMorgan Chase & Co. | added | 10 | +1.73 pp | Weitz +0.96 pp |
V VVISA Inc. | added | 10 | +19.12 pp | Valley Forge +14.01 pp |
W WFCWells Fargo & Co. | added | 9 | -0.69 pp | Check +0.14 pp |
A AMZNAmazon.Com Inc | added | 8 | -2.43 pp | H&H +1.39 pp |
A AAPLApple Inc. | added | 8 | +7.07 pp | H&H +5.67 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 8 | -5.28 pp | Matrix -0.01 pp |
B BKNGBooking Holdings Inc. | added | 8 | +2.02 pp | Weitz +0.92 pp |
C CVSCvs Health Corporation | added | 8 | +1.04 pp | Brandes +0.84 pp |
D DISThe Walt Disney Company | added | 8 | +5.18 pp | D1 +6.20 pp |
J JNJJohnson & Johnson | added | 8 | -0.19 pp | Yacktman +0.40 pp |
M MCOMoody's Corporation | added | 8 | +3.92 pp | TCI +2.94 pp |
K KKRKKR & Co. Inc. | added | 7 | -2.38 pp | Maverick +0.13 pp |
U UTXZRTX Corporation | added | 7 | +4.83 pp | Pershing +1.20 pp |
S SCHWThe Charles Schwab Corporation | added | 7 | -0.13 pp | Sequoia +0.13 pp |
A ADBEAdobe Inc. | added | 6 | +5.94 pp | Coatue +4.18 pp |
M MAMastercard Incorporated | added | 6 | +7.32 pp | Coatue +4.09 pp |
M MUMicron Technology, Inc. | added | 6 | +20.47 pp | Pabrai +18.13 pp |
U UPSUnited Parcel Service, Inc. Class B | added | 6 | +0.16 pp | Matrix +0.10 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 6 | +0.91 pp | Viking +1.25 pp |
B BACBank of America Corporation | added | 5 | +1.16 pp | Sound Shore +0.67 pp |
C CIThe Cigna Group | added | 5 | -0.06 pp | Cooperman +0.76 pp |
C COFCapital One Financial | added | 5 | +0.49 pp | Sound Shore +0.37 pp |
C CCitigroup Inc. | added | 5 | +2.62 pp | Greenberg +1.28 pp |
D DHRDanaher Corporation | added | 5 | +2.45 pp | D1 +1.53 pp |
E EBAYeBay Inc | added | 5 | +11.27 pp | Dorsey +4.76 pp |
M MPCMarathon Petroleum Corporation | added | 5 | -0.02 pp | Viking +0.27 pp |
M MKLMarkel Group Inc. | added | 5 | -1.97 pp | Weitz +0.06 pp |
N NFLXNetFlix Inc | added | 5 | +4.84 pp | Duquesne +4.49 pp |
P PYPLPayPal Holdings, Inc. | added | 5 | +2.82 pp | Dorsey +1.97 pp |
Q QCOMQualcomm Inc | added | 5 | -0.17 pp | Ariel +0.08 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 5 | -0.08 pp | First Eagle +0.07 pp |
| MMSFTMicrosoft Corp | trimmed | 25 | -6.01 pp | Gates Trust -2.89 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 19 | +1.19 pp | Appaloosa -2.56 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 19 | -2.56 pp | Dorsey -2.95 pp |
| VVVISA Inc. | trimmed | 15 | -1.55 pp | Viking -1.85 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 14 | -1.75 pp | Viking -2.09 pp |
| AAMZNAmazon.Com Inc | trimmed | 14 | -13.59 pp | Whale Rock -5.55 pp |
C CMCSAComcast Corp | trimmed | 13 | +1.85 pp | Weitz -0.03 pp |
| MMAMastercard Incorporated | trimmed | 13 | +0.13 pp | Maverick -2.29 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 12 | -10.06 pp | Gates Trust -3.06 pp |
A AXPAmerican Express Company | trimmed | 11 | -2.72 pp | Third Point -2.41 pp |
O ORCLOracle Corp | trimmed | 11 | -6.53 pp | Yacktman -1.61 pp |
| AADBEAdobe Inc. | trimmed | 10 | -2.87 pp | D1 -1.13 pp |
| AAAPLApple Inc. | trimmed | 10 | -2.46 pp | Muhlenkamp -3.09 pp |
B BNYBank of New York Mellon Corporation | trimmed | 9 | -2.02 pp | Trian -1.07 pp |
| BBKNGBooking Holdings Inc. | trimmed | 9 | -6.94 pp | Tiger Global -2.45 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 9 | -0.24 pp | Matrix -0.56 pp |
X XOMExxon Mobil Corp | trimmed | 9 | +0.43 pp | Pzena -0.55 pp |
| WWFCWells Fargo & Co. | trimmed | 9 | -3.65 pp | Oakmark -0.89 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 8 | -6.32 pp | Coatue -2.41 pp |
E ELVElevance Health, Inc. | trimmed | 8 | -1.34 pp | Maverick -0.69 pp |
| G—General Electric Co | trimmed | 8 | +0.73 pp | Davis -1.05 pp |
G GSGoldman Sachs Group Inc. | trimmed | 8 | +0.46 pp | Yacktman -0.18 pp |
P PFEPfizer Inc. | trimmed | 8 | -2.34 pp | Brandes -0.77 pp |
P PGProcter & Gamble Company | trimmed | 8 | +2.00 pp | Matrix -0.72 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 8 | +0.87 pp | Ariel -0.03 pp |
U UNPUnion Pacific Corp. | trimmed | 8 | +1.99 pp | Giverny -0.53 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 8 | -6.80 pp | Egerton -4.05 pp |
| BBACBank of America Corporation | trimmed | 7 | -1.57 pp | Causeway -1.47 pp |
K KMXCarMax Inc. | trimmed | 7 | -0.92 pp | Oakcliff -1.38 pp |
K KOCoca-Cola Company | trimmed | 7 | -0.57 pp | Yacktman -0.37 pp |
| D—Dowdupont Inc | trimmed | 7 | -3.20 pp | Third Point -2.71 pp |
J JDJD.com, Inc. | trimmed | 7 | -9.43 pp | ShawSpring -12.24 pp |
M MRKMerck & Co., Inc. | trimmed | 7 | -2.86 pp | Sound Shore -1.47 pp |
| NNFLXNetFlix Inc | trimmed | 7 | +0.13 pp | ARK -0.90 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 7 | -10.87 pp | Greenberg -5.22 pp |
U USBU.S. Bancorp | trimmed | 7 | -0.48 pp | Mairs -0.25 pp |
V VZVerizon Communications | trimmed | 7 | -0.27 pp | Ariel -0.09 pp |
A ABTAbbott Laboratories | trimmed | 6 | -0.25 pp | Mairs -0.17 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | -6.75 pp | Russo -1.63 pp |
C COPConocoPhillips | trimmed | 6 | -0.18 pp | First Eagle -0.20 pp |
D DEDeere & Company | trimmed | 6 | -0.58 pp | Markel -0.43 pp |
D DEODiageo plc | trimmed | 6 | -0.46 pp | Oakmark -0.52 pp |
I INTCIntel Corp | trimmed | 6 | +0.04 pp | Oakmark -0.02 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 6 | -1.79 pp | Greenhaven -0.57 pp |
| JJNJJohnson & Johnson | trimmed | 6 | -0.58 pp | Tweedy -0.26 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | +0.30 pp | Matrix -0.21 pp |
S SLBSLB Limited | trimmed | 6 | +1.03 pp | PRIMECAP 0.00 pp |
T TXNTexas Instruments Incorporated | trimmed | 6 | +0.01 pp | Davis -0.09 pp |
M MMM3M Company | trimmed | 6 | -0.22 pp | Greenhaven -0.09 pp |
A AMGNAmgen Inc | trimmed | 5 | -0.87 pp | PRIMECAP -0.47 pp |
B BPBP p.l.c. | trimmed | 5 | -0.17 pp | Kahn -0.20 pp |
C CBRECbre Group, Inc. | trimmed | 5 | -2.34 pp | ValueAct -2.74 pp |
| CCELGCelgene Corp | trimmed | 5 | -0.15 pp | Miller -0.85 pp |
| CCCitigroup Inc. | trimmed | 5 | +0.91 pp | Causeway -1.00 pp |
S STZConstellation Brands, Inc. | trimmed | 5 | -4.52 pp | Third Point -2.26 pp |
D DXCDXC Technology Company | trimmed | 5 | +1.22 pp | Dodge & Cox -0.01 pp |
D DALDelta Air Lines, Inc. | trimmed | 5 | +0.71 pp | Miller -0.32 pp |
E EAElectronic Arts Inc | trimmed | 5 | -3.39 pp | Sequoia -3.03 pp |