Shared moves
| Stock | Move | Managers | Total | Largest |
|---|---|---|---|---|
| SLBSLB Limited | trimmed | 6 | +1.92 pp | Mairs -0.04 pp |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 6 | +0.02 pp | Baillie -0.27 pp |
| TXNTexas Instruments Incorporated | trimmed | 6 | +0.01 pp | Oakmark -0.34 pp |
| MMM3M Company | trimmed | 6 | -0.71 pp | Mairs -0.34 pp |
| USBU.S. Bancorp | trimmed | 6 | -0.40 pp | First Eagle -0.29 pp |
| ABBVAbbvie Inc. | trimmed | 5 | +0.26 pp | Torray -0.01 pp |
| AXPAmerican Express Company | trimmed | 5 | -0.73 pp | First Eagle -0.30 pp |
| BAXBaxter International Inc. | trimmed | 5 | -10.42 pp | Third Point -10.27 pp |
| CIThe Cigna Group | trimmed | 5 | -2.05 pp | Kensico -1.35 pp |
| CVXChevron Corporation | trimmed | 5 | +0.07 pp | Kahn 0.00 pp |
| KOCoca-Cola Company | trimmed | 5 | -0.30 pp | Yacktman -0.27 pp |
| CTSHCognizant Technology Solutions | trimmed | 5 | +0.76 pp | Brandes -0.02 pp |
| DHID.R. Horton Inc. | trimmed | 5 | -2.02 pp | Soros -1.89 pp |
| DXCDXC Technology Company | trimmed | 5 | -2.83 pp | Atlantic -3.01 pp |
| DHRDanaher Corporation | trimmed | 5 | -2.50 pp | D1 -1.34 pp |
| DISThe Walt Disney Company | trimmed | 5 | -4.33 pp | D1 -3.72 pp |
| EBAYeBay Inc | trimmed | 5 | +0.43 pp | Maverick -0.01 pp |
| —Glaxosmithkline PLC | trimmed | 5 | -1.10 pp | Brandes -0.49 pp |
| INTCIntel Corp | trimmed | 5 | -1.15 pp | Hillman -0.44 pp |
| 99803EURLaboratory Crp Of Amer Hldgs | trimmed | 5 | +0.32 pp | Hillman 0.00 pp |
| LENLennar Corporation Class A | trimmed | 5 | -2.41 pp | Greenhaven -0.79 pp |
| LOWLowe's Companies Inc. | trimmed | 5 | -0.54 pp | Viking -1.45 pp |
| NOVNOV Inc. | trimmed | 5 | -0.39 pp | Vulcan -0.60 pp |
| NKENike, Inc. | trimmed | 5 | -2.71 pp | Coatue -1.45 pp |
| PEPPepsiCo, Inc. | trimmed | 5 | -0.61 pp | Brandes -0.65 pp |
| RDS.ARoyal Dutch Shell PLC | trimmed | 5 | -0.71 pp | Torray -0.43 pp |
| STTState Street Corporation | trimmed | 5 | +0.12 pp | Oakmark -0.10 pp |
| TSLATesla, Inc. | trimmed | 5 | -0.17 pp | Atreides -2.28 pp |
| TMOThermo Fisher Scientific, Inc. | trimmed | 5 | -1.31 pp | Sound Shore -1.03 pp |
| UALUnited Airlines Holdings, Inc. | trimmed | 5 | -8.75 pp | Altimeter -6.70 pp |
| NXPINXP Semiconductors N.V. | trimmed | 5 | +0.04 pp | Brandes -0.46 pp |
| GOOGLAlphabet Inc. Class A | exited | 6 | -32.41 pp | Greenlea -12.03 pp |
| BKNGBooking Holdings Inc. | exited | 6 | -7.94 pp | Sequoia -4.32 pp |
| DALDelta Air Lines, Inc. | exited | 6 | -5.65 pp | Muhlenkamp -2.92 pp |
| AXPAmerican Express Company | exited | 5 | -7.86 pp | AKO -2.75 pp |
| RTNRaytheon Company | exited | 5 | -10.86 pp | TCI -6.49 pp |
| ACTAllergan PLC | exited | 5 | -24.67 pp | Third Point -12.19 pp |
| —Aon PLC | exited | 5 | -8.50 pp | Cantillon -2.55 pp |
