Q4 2021 season
Filings
| EgertonJohn Armitage | Aug 3 | $21.4B | 321 amend. | 4 | 6 |
| MarkelTom Gayner | Jun 13 | $8.7B | 1201 amend. | 5 | 10 |
| VikingAndreas Halvorsen | May 16 | $34.5B | 1051 amend. | 26 | 16 |
| MuhlenkampJeff Muhlenkamp | Mar 29 | $287M | 35 | 3 | 0 |
| PershingBill Ackman | Mar 4 | $10.8B | 71 amend. | 1 | 0 |
| VulcanC.T. Fitzpatrick | Mar 4 | $39.1B | 391 amend. | 5 | 6 |
| OaktreeHoward Marks | Feb 16 | $7.6B | 2281 amend. | 142 | 49 |
| Abrams BisonGavin Abrams | Feb 14 | $1.3B | 12 | 1 | 2 |
| AltaRockMark Massey | Feb 14 | $3.8B | 8 | 0 | 0 |
| AltimeterBrad Gerstner | Feb 14 | $10.5B | 25 | 7 | 13 |
| AppaloosaDavid Tepper | Feb 14 | $3.9B | 44 | 5 | 12 |
| ArielJohn Rogers | Feb 14 | $11.9B | 104 | 2 | 7 |
| AtlanticAlex Roepers | Feb 14 | $358M | 10 | 1 | 2 |
| AtreidesGavin Baker | Feb 14 | $3.2B | 35 | 10 | 12 |
| BaronRon Baron | Feb 14 | $47.1B | 404 | 43 | 36 |
| BerkshireGreg Abel | Feb 14 | $331.0B | 44 | 3 | 2 |
| CASClifford Sosin | Feb 14 | $1.9B | 6 | 0 | 0 |
| CenturyArnold Van Den Berg | Feb 14 | $551M | 77 | 6 | 4 |
| ChouFrancis Chou | Feb 14 | $144M | 15 | 0 | 0 |
| CoopermanLeon Cooperman | Feb 14 | $2.0B | 56 | 4 | 13 |
Shared moves
Where the managers disagree
| METAMeta Platforms, Inc. Class A | 16+10.02 pp | 25-35.00 pp | -24.98 pp |
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 14+13.67 pp | 26-9.48 pp | +4.19 pp |
| MSFTMicrosoft Corp | 8+9.70 pp | 20-8.95 pp | +0.75 pp |
| VVISA Inc. | 16+24.19 pp | 10-8.16 pp | +16.03 pp |
| BABAAlibaba Group Holding Limited | 11+11.82 pp | 14-15.65 pp | -3.83 pp |
| AMZNAmazon.Com Inc | 17+23.88 pp | 8-8.09 pp | +15.79 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 4+1.09 pp | 15-8.50 pp | -7.41 pp |
| DISThe Walt Disney Company | 7+4.20 pp | 11-7.57 pp | -3.37 pp |
| MAMastercard Incorporated | 13+15.40 pp | 5-1.95 pp | +13.45 pp |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 4+4.29 pp | 14-7.95 pp | -3.66 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 5.8% | 23.3% | |
| MSFTMicrosoft Corp | 3.6% | 15.3% | |
| METAMeta Platforms, Inc. Class A | 3.7% | 19.4% | |
| AMZNAmazon.Com Inc | 3.5% | 10.7% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 3.5% | 43.9% | |
| VVISA Inc. | 2.6% | 13.6% | |
| MAMastercard Incorporated | 0.8% | 19.6% | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 2.5% | 8.0% | |
| BABAAlibaba Group Holding Limited | 0.6% | 27.6% | |
| DISThe Walt Disney Company | 1.8% | 12.4% |
Across the managers
| RIVNRivian Automotive, Inc. Class A | 34.8% | |
| GTLBGitLab Inc. Class A | 0.8% | |
| HCPHashiCorp, Inc. Class A | 0.4% | |
| GRABGrab Holdings Limited Class A | 0.7% | |
| BRZEBraze, Inc. Class A | 0.1% | |
| EXFYExpensify, Inc. Class A | 0.6% | |
| SGSweetgreen, Inc. | 1.2% | |
| NUNu Holdings Ltd. | 5.4% | |
| 9900123DPerimeter Solutions SA | 1.1% | |
| HTZHertz Global Holdings, Inc | 4.8% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 34 quarters up to the prior season.



















































































