Q2 2020 season
Filings
| EgertonJohn Armitage | Aug 3 | $13.5B | 281 amend. | 6 | 4 |
| OaktreeHoward Marks | Mar 3 | $3.7B | 761 amend. | 9 | 15 |
| TrianNelson Peltz | Oct 2 | $5.5B | 102 amend. | 3 | 1 |
| MuhlenkampJeff Muhlenkamp | Aug 20 | $187M | 31 | 2 | 8 |
| GreenbergGlenn Greenberg | Aug 19 | $2.0B | 211 amend. | 1 | 2 |
| ChouFrancis Chou | Aug 18 | $91M | 18 | 0 | 1 |
| Abrams BisonGavin Abrams | Aug 14 | $642M | 9 | 3 | 2 |
| AltimeterBrad Gerstner | Aug 14 | $4.7B | 23 | 4 | 6 |
| AppaloosaDavid Tepper | Aug 14 | $5.8B | 37 | 12 | 5 |
| AtlanticAlex Roepers | Aug 14 | $204M | 9 | 2 | 11 |
| AtreidesGavin Baker | Aug 14 | $694M | 25 | 6 | 5 |
| BaronRon Baron | Aug 14 | $27.7B | 343 | 30 | 24 |
| BerkshireGreg Abel | Aug 14 | $202.4B | 44 | 1 | 7 |
| CASClifford Sosin | Aug 14 | $929M | 6 | 0 | 0 |
| CausewaySarah Ketterer | Aug 14 | $5.6B | 79 | 8 | 14 |
| CoatuePhilippe Laffont | Aug 14 | $11.4B | 88 | 37 | 99 |
| ConiferGreg Alexander | Aug 14 | $1.4B | 17 | 2 | 2 |
| CoopermanLeon Cooperman | Aug 14 | $874M | 40 | 1 | 4 |
| D1Daniel Sundheim | Aug 14 | $13.4B | 47 | 22 | 9 |
| DorseyPat Dorsey | Aug 14 | $619M | 10 | 2 | 0 |
Shared moves
| OTISOtis Worldwide Corporation | +9.00 pp | AKO+5.31 pp | |
| VRMVroom, Inc. | +6.49 pp | Durable+3.41 pp | |
| APIAgora, Inc. | +0.90 pp | Jericho+0.52 pp | |
| AONAon plc Class A | +10.13 pp | Weitz+2.77 pp | |
| TMUSRT-Mobile US, Inc. Subscription Rights Expiring 7/27/2020 | +0.03 pp | Maverick+0.02 pp | |
| CARRCarrier Global Corporation | +9.77 pp | Southeastern+4.92 pp | |
| DISThe Walt Disney Company | +8.72 pp | Sequoia+4.21 pp | |
| JPMJPMorgan Chase & Co. | +14.91 pp | Duquesne+4.65 pp | |
| SPHRSphere Entertainment Co. | +1.39 pp | Ariel+1.23 pp | |
| CRMSalesforce, Inc. | +8.48 pp | Lone Pine+2.93 pp |
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 15+22.04 pp | 31-80.13 pp | -58.09 pp |
| METAMeta Platforms, Inc. Class A | 21+39.39 pp | 18-42.93 pp | -3.54 pp |
| MSFTMicrosoft Corp | 16+21.06 pp | 19-16.48 pp | +4.58 pp |
| AMZNAmazon.Com Inc | 11+8.41 pp | 17-41.12 pp | -32.71 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 9+32.13 pp | 15-54.69 pp | -22.56 pp |
| BABAAlibaba Group Holding Limited | 12+15.11 pp | 11-26.97 pp | -11.86 pp |
| WFCWells Fargo & Co. | 10+4.40 pp | 11-14.90 pp | -10.50 pp |
| DISThe Walt Disney Company | 14+28.61 pp | 7-10.91 pp | +17.70 pp |
| VVISA Inc. | 10+8.52 pp | 9-5.03 pp | +3.49 pp |
| JPMJPMorgan Chase & Co. | 11+18.74 pp | 8-5.24 pp | +13.50 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 5.3% | 26.2% | |
| METAMeta Platforms, Inc. Class A | 3.7% | 23.5% | |
| MSFTMicrosoft Corp | 4.0% | 13.5% | |
| AMZNAmazon.Com Inc | 3.9% | 13.4% | |
| VVISA Inc. | 2.8% | 12.1% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 4.8% | 41.1% | |
| JPMJPMorgan Chase & Co. | 1.7% | 9.3% | |
| MAMastercard Incorporated | 1.3% | 16.2% | |
| BABAAlibaba Group Holding Limited | 2.2% | 12.6% | |
| WFCWells Fargo & Co. | 1.3% | 40.4% |
Across the managers
| OTISOtis Worldwide Corporation | 5.3% | |
| VRMVroom, Inc. | — | |
| APIAgora, Inc. | 0.5% | |
| TMUSRT-Mobile US, Inc. Subscription Rights Expiring 7/27/2020 | 0.0% | |
| CARRCarrier Global Corporation | 4.9% | |
| SPHRSphere Entertainment Co. | 1.2% | |
| GTMZoomInfo Technologies Inc | 0.6% | |
| ARNCArconic Corporation | 0.8% | |
| D0ADada Nexus Ltd-adr | 0.1% | |
| DKNGDraftKings Inc. Class A | — |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 28 quarters up to the prior season.