Q1 2022 seasonComplete

97 filed · 1 no filing

Filings97 of 98 filed


CoopermanLeon Cooperman	Aug 31	$1.9B	53	4	7
EgertonJohn Armitage	Aug 3	$19.0B	291 amend.	6	9
MarkelTom Gayner	Jun 13	$8.4B	1261 amend.	11	5
EngagedGlenn Welling	May 18	$988M	81 amend.	1	2
AltimeterBrad Gerstner	May 17	$6.9B	211 amend.	2	6
Abrams BisonGavin Abrams	May 16	$1.2B	12	0	0
AppaloosaDavid Tepper	May 16	$2.5B	34	2	12
AtlanticAlex Roepers	May 16	$310M	11	1	0
AtreidesGavin Baker	May 16	$2.8B	36	10	9
BerkshireGreg Abel	May 16	$363.6B	49	8	3
CenturyArnold Van Den Berg	May 16	$445M	90	15	2
D1Daniel Sundheim	May 16	$8.5B	25	1	21
DuquesneStanley Druckenmiller	May 16	$2.2B	49	17	16
FairfaxPrem Watsa	May 16	$3.0B	66	9	6
FairholmeBruce Berkowitz	May 16	$1.7B	14	1	5
FundsmithTerry Smith	May 16	$36.4B	44	1	18
Gates TrustMichael Larson	May 16	$19.8B	18	0	4
GreenbergGlenn Greenberg	May 16	$3.4B	24	5	4
GreenleaJosh Tarasoff	May 16	$359M	11	2	0
GreenlightDavid Einhorn	May 16	$1.6B	52	7	11


SHELShell plc	7 managers	+2.45 pp	Causeway+0.82 pp
APOApollo Global Management, Inc.	6 managers	+17.82 pp	Greenberg+10.70 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	19+29.16 pp	26-30.59 pp	-1.43 pp· 1 swapped classes
METAMeta Platforms, Inc. Class A	21+29.71 pp	15-26.18 pp	+3.53 pp
AMZNAmazon.Com Inc	15+44.90 pp	16-15.21 pp	+29.69 pp
MSFTMicrosoft Corp	15+27.71 pp	15-15.37 pp	+12.34 pp
VVISA Inc.	11+9.15 pp	11-7.25 pp	+1.90 pp
JPMJPMorgan Chase & Co.	9+5.30 pp	8-4.32 pp	+0.98 pp
MAMastercard Incorporated	7+5.48 pp	10-10.65 pp	-5.17 pp
DISThe Walt Disney Company	6+1.34 pp	10-14.05 pp	-12.71 pp
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	3+1.29 pp	13-12.33 pp	-11.04 pp
BABAAlibaba Group Holding Limited	8+3.92 pp	6-32.14 pp	-28.22 pp


GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C	57 managers	6.3%	23.8%
MSFTMicrosoft Corp	48 managers	3.8%	20.7%
METAMeta Platforms, Inc. Class A	43 managers	3.1%	16.2%
AMZNAmazon.Com Inc	41 managers	4.0%	18.8%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.	33 managers	3.1%	51.2%
VVISA Inc.	33 managers	3.2%	15.2%
MAMastercard Incorporated	26 managers	0.9%	21.0%
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)	25 managers	2.5%	9.1%
DISThe Walt Disney Company	23 managers	1.3%	11.7%
BABAAlibaba Group Holding Limited	22 managers	0.7%	15.3%


SHELShell plc	7 managers	0.8%
APOApollo Global Management, Inc.	6 managers	10.7%
unresolvedStarry Group Holdings Inc	3 managers	0.7%
unresolvedAtlantic Coastal Aqstn Corp	2 managers	0.1%
TCSThe Container Store Group, Inc.	2 managers	0.0%
DINOHF Sinclair Corporation	2 managers	2.8%
PHGKoninklijke Philips N.v.	2 managers	0.3%
CCIVLucid Group, Inc.	2 managers	—
TSTenaris S. A.	2 managers	0.1%
OIHVanEck Oil Services ETF	2 managers	0.1%