| Stock | Move | Managers | Total | Largest |
|---|
P PYPLPayPal Holdings, Inc. | trimmed | 7 | +1.76 pp | ARK -0.29 pp |
S SLBSLB Limited | trimmed | 7 | +0.26 pp | Dodge & Cox -0.02 pp |
S SESea Limited | trimmed | 7 | -3.66 pp | Duquesne -1.90 pp |
A ADIAnalog Devices, Inc. | trimmed | 6 | -0.10 pp | Soros -0.35 pp |
A AMATApplied Materials Inc | trimmed | 6 | -2.89 pp | Whale Rock -1.56 pp |
B BIDUBaidu, Inc. | trimmed | 6 | -5.46 pp | ARK -1.96 pp |
B BNYBank of New York Mellon Corporation | trimmed | 6 | -1.43 pp | Tweedy -1.31 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | -0.84 pp | Tweedy -0.46 pp |
C CSCOCisco Systems, Inc. (DE) | trimmed | 6 | -0.90 pp | Tweedy -0.71 pp |
C CCitigroup Inc. | trimmed | 6 | -3.54 pp | ValueAct -2.17 pp |
D DEDeere & Company | trimmed | 6 | -0.33 pp | First Eagle -0.19 pp |
| G—General Electric Co | trimmed | 6 | -0.70 pp | Pzena -0.29 pp |
M MCOMoody's Corporation | trimmed | 6 | -0.82 pp | Triple Frond -2.10 pp |
N NVDANvidia Corp | trimmed | 6 | +1.59 pp | ARK -0.33 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | -0.10 pp | Jensen -0.11 pp |
P PGProcter & Gamble Company | trimmed | 6 | -5.28 pp | Trian -5.09 pp |
R RTXRTX Corporation | trimmed | 6 | -0.71 pp | Davis -0.71 pp |
T TSLATesla, Inc. | trimmed | 6 | -2.28 pp | ARK -0.81 pp |
T TXNTexas Instruments Incorporated | trimmed | 6 | -1.38 pp | Soros -0.80 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 6 | -0.16 pp | ARK -0.22 pp |
U UNPUnion Pacific Corp. | trimmed | 6 | -0.90 pp | TCI -0.71 pp |
U UPSUnited Parcel Service, Inc. Class B | trimmed | 6 | +0.28 pp | Maverick -0.02 pp |
Z ZBHZimmer Biomet Holdings, Inc. | trimmed | 6 | -0.79 pp | Viking -0.38 pp |
T TAT&T Inc. | trimmed | 5 | -1.90 pp | Matrix -1.61 pp |
A ABTAbbott Laboratories | trimmed | 5 | -0.08 pp | PRIMECAP -0.07 pp |
A ABBVAbbvie Inc. | trimmed | 5 | -0.14 pp | Berkshire -0.13 pp |
E ELVElevance Health, Inc. | trimmed | 5 | +0.97 pp | Vulcan -0.32 pp |
A ADSKAutodesk Inc | trimmed | 5 | -0.14 pp | Cantillon -0.10 pp |
C CHRWC.H. Robinson Worldwide, Inc. | trimmed | 5 | -0.31 pp | First Eagle -0.21 pp |
C CVSCvs Health Corporation | trimmed | 5 | +0.28 pp | Dodge & Cox -0.01 pp |
C CARRCarrier Global Corporation | trimmed | 5 | -2.62 pp | Davis -2.74 pp |
C CATCaterpillar Inc. | trimmed | 5 | -0.81 pp | Oakmark -0.64 pp |
C CVXChevron Corporation | trimmed | 5 | -0.25 pp | Matrix -0.14 pp |
C COPConocoPhillips | trimmed | 5 | -0.37 pp | Causeway -0.31 pp |
C CACCCredit Acceptance Corp | trimmed | 5 | -2.49 pp | Abrams Bison -3.40 pp |
C CMICummins Inc. | trimmed | 5 | -0.76 pp | Semper -0.51 pp |
D DHID.R. Horton Inc. | trimmed | 5 | -1.82 pp | Soros -1.25 pp |
E EBAYeBay Inc | trimmed | 5 | -1.68 pp | AKO -1.37 pp |
E EMREmerson Electric Co. | trimmed | 5 | -0.41 pp | Tweedy -0.59 pp |
F FDXFedEx Corporation | trimmed | 5 | -0.32 pp | Dodge & Cox -0.24 pp |
F FISFidelity National Information Services, Inc. | trimmed | 5 | -0.70 pp | Cantillon -0.31 pp |
J JDJD.com, Inc. | trimmed | 5 | -3.17 pp | Tiger Global -2.36 pp |
L LENLennar Corporation Class A | trimmed | 5 | +3.55 pp | Third Ave -0.43 pp |
L LBRDKLiberty Broadband Corporation Class C | trimmed | 5 | -1.37 pp | Triple Frond -1.11 pp |
M MGMMgm Resorts International | trimmed | 5 | -1.13 pp | Oakmark -0.90 pp |
M MRSHMarsh | trimmed | 5 | -0.11 pp | Torray -0.24 pp |
N NFLXNetFlix Inc | trimmed | 5 | -0.92 pp | Baillie -0.30 pp |
P PMPhilip Morris International Inc. | trimmed | 5 | +0.01 pp | Fundsmith -0.18 pp |
P PINSPinterest, Inc. Class A | trimmed | 5 | -2.81 pp | Whale Rock -2.56 pp |
S SSNCSS&C Technologies Inc | trimmed | 5 | -0.59 pp | Baupost -0.18 pp |
S SNOWSnowflake Inc. | trimmed | 5 | -8.40 pp | Altimeter -5.73 pp |
M MMM3M Company | trimmed | 5 | -0.50 pp | Jensen -0.19 pp |
| U—Unilever Spn.Adr 1:1 | trimmed | 5 | -0.39 pp | Russo -0.30 pp |
9 99952EURLinde PLC/OLD | trimmed | 5 | -1.52 pp | AKO -1.04 pp |
M MDTMedtronic plc | trimmed | 5 | -0.21 pp | Mairs -0.13 pp |
W WTWWillis Towers Watson Public Limited Company | trimmed | 5 | -1.57 pp | Baupost -1.03 pp |
0 0VQJLTe Connectivity Ltd | trimmed | 5 | -0.67 pp | Dodge & Cox -0.21 pp |
| I—Iac/Interactivecorp | exited | 6 | -42.37 pp | ShawSpring -36.63 pp |
D DISCADiscovery, Inc. Series A | exited | 5 | -1.65 pp | Miller -1.10 pp |
M MELIMercado Libre, Inc | exited | 5 | -7.06 pp | Lone Pine -3.82 pp |
T TBAThoma Bravo Advantage-cl A | exited | 5 | -1.31 pp | Maverick -0.40 pp |