| Stock | Move | Managers | Total | Largest |
|---|
S SHELShell plc | new | 7 | +2.45 pp | Causeway +0.82 pp |
A APOApollo Global Management, Inc. | new | 6 | +17.82 pp | Greenberg +10.70 pp |
M METAMeta Platforms, Inc. Class A | added | 22 | -9.19 pp | Coatue +1.02 pp |
M MSFTMicrosoft Corp | added | 20 | +25.39 pp | D1 +7.31 pp |
G GOOGLAlphabet Inc. Class A | added | 16 | +10.19 pp | Atreides +5.29 pp |
A AMZNAmazon.Com Inc | added | 15 | +33.77 pp | Greenlea +8.06 pp |
G GOOGAlphabet Inc. Class C | added | 12 | +5.90 pp | H&H +3.38 pp |
B BABAAlibaba Group Holding Limited | added | 11 | +1.26 pp | Patient +0.73 pp |
V VVISA Inc. | added | 11 | +9.15 pp | AKO +1.92 pp |
F FISVFiserv, Inc. | added | 10 | +4.26 pp | Baupost +1.23 pp |
A AAPLApple Inc. | added | 9 | -4.22 pp | Wedgewood +0.47 pp |
M MAMastercard Incorporated | added | 9 | +2.67 pp | Valley Forge +1.38 pp |
U UBERUber Technologies, Inc. | added | 9 | +10.44 pp | Altimeter +4.17 pp |
B BMYBristol-Myers Squibb Co. | added | 8 | +2.60 pp | Pzena +0.73 pp |
C CMCSAComcast Corp | added | 8 | +0.29 pp | Brandes +0.46 pp |
D DISThe Walt Disney Company | added | 8 | +0.23 pp | Dorsey +0.71 pp |
J JPMJPMorgan Chase & Co. | added | 8 | +1.29 pp | Greenhaven +2.32 pp |
C CRMSalesforce, Inc. | added | 8 | -0.35 pp | Hillman +2.11 pp |
S SNOWSnowflake Inc. | added | 8 | +4.82 pp | Altimeter +1.62 pp |
S SBUXStarbucks Corp | added | 8 | -1.27 pp | ARK 0.00 pp |
A ADBEAdobe Inc. | added | 7 | +5.47 pp | Fundsmith +3.22 pp |
A ADIAnalog Devices, Inc. | added | 7 | +0.96 pp | Egerton +0.70 pp |
C CCitigroup Inc. | added | 7 | +2.25 pp | Miller +1.85 pp |
N NFLXNetFlix Inc | added | 7 | +3.21 pp | FPA +1.63 pp |
N NKENike, Inc. | added | 7 | +0.59 pp | Soros +0.70 pp |
O ORCLOracle Corp | added | 7 | +0.71 pp | Sound Shore +1.07 pp |
P PYPLPayPal Holdings, Inc. | added | 7 | -1.75 pp | Kensico +1.73 pp |
S SPGIS&P Global Inc. | added | 7 | +1.89 pp | TCI +3.62 pp |
C CSCOCisco Systems, Inc. (DE) | added | 6 | -0.22 pp | Torray +0.02 pp |
F FDXFedEx Corporation | added | 6 | -0.50 pp | Brandes +0.19 pp |
G GMGeneral Motors Company | added | 6 | -5.09 pp | Oakmark -0.16 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 6 | +0.63 pp | Wedgewood +1.18 pp |
V VZVerizon Communications | added | 6 | +0.20 pp | Matrix +0.37 pp |
S SPOTSpotify Technology S.A. | added | 6 | -5.11 pp | Baron +0.11 pp |
A AMTAmerican Tower Corporation | added | 5 | -0.13 pp | Baron +0.03 pp |
B BDXBecton, Dickinson and Co. | added | 5 | +0.45 pp | Cantillon +0.30 pp |
C CBRECbre Group, Inc. | added | 5 | -0.36 pp | Pzena +0.02 pp |
K KMXCarMax Inc. | added | 5 | -3.22 pp | Weitz +0.08 pp |
C CVNACarvana Co. | added | 5 | +5.15 pp | RV Capital +10.30 pp |
C CHTRCharter Comm Inc Del CL A New | added | 5 | +0.58 pp | AKO +0.72 pp |
C CVXChevron Corporation | added | 5 | +10.02 pp | Berkshire +5.77 pp |
E EFXEquifax, Incorporated | added | 5 | +0.26 pp | AKO +0.59 pp |
F FTCHQFarfetch Limited A | added | 5 | -2.15 pp | Polen +0.01 pp |
G GSGoldman Sachs Group Inc. | added | 5 | -1.64 pp | Ariel 0.00 pp |
H HDHome Depot, Inc. | added | 5 | -0.81 pp | Torray +0.04 pp |
I INTCIntel Corp | added | 5 | +0.38 pp | Tweedy +0.40 pp |
I INTUIntuit Inc | added | 5 | -4.04 pp | Soros +0.55 pp |
K KKRKKR & Co. Inc. | added | 5 | -0.96 pp | Oakmark +0.13 pp |
M MCOMoody's Corporation | added | 5 | -0.08 pp | TCI +0.90 pp |
S SESea Limited | added | 5 | +7.09 pp | ShawSpring +5.57 pp |
T TMUST-Mobile US, Inc. | added | 5 | +6.03 pp | Viking +2.57 pp |
T TMOThermo Fisher Scientific, Inc. | added | 5 | +0.60 pp | Viking +0.75 pp |
T TFCTruist Financial Corporation | added | 5 | +0.13 pp | Matrix +0.15 pp |
| U—Unilever Spn.Adr 1:1 | added | 5 | +0.21 pp | Matrix +0.17 pp |
Z ZBHZimmer Biomet Holdings, Inc. | added | 5 | +1.34 pp | Causeway +1.02 pp |
| GGOOGAlphabet Inc. Class C | trimmed | 22 | +0.60 pp | TCI -1.25 pp |
| MMSFTMicrosoft Corp | trimmed | 21 | -4.37 pp | Kensico -3.18 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | trimmed | 20 | +14.44 pp | Semper -0.82 pp |
| AAMZNAmazon.Com Inc | trimmed | 19 | +2.65 pp | Third Point -4.73 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 19 | -0.37 pp | Greenberg -3.50 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 17 | -5.20 pp | Polen -1.91 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 14 | -19.00 pp | RV Capital -6.86 pp |
W WFCWells Fargo & Co. | trimmed | 14 | -2.32 pp | Hillman -0.71 pp |
| VVVISA Inc. | trimmed | 13 | -0.68 pp | Kensico -2.06 pp |
S SCHWThe Charles Schwab Corporation | trimmed | 12 | -1.74 pp | Weitz -1.47 pp |
| DDISThe Walt Disney Company | trimmed | 11 | -8.32 pp | Sequoia -3.71 pp |
B BACBank of America Corporation | trimmed | 10 | -5.03 pp | Miller -1.52 pp |
| MMAMastercard Incorporated | trimmed | 10 | +0.66 pp | Lone Pine -1.95 pp |
| AAAPLApple Inc. | trimmed | 9 | -1.89 pp | Muhlenkamp -1.54 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 9 | -4.33 pp | Chou -1.32 pp |
N NVDANvidia Corp | trimmed | 9 | -0.64 pp | Whale Rock -0.67 pp |
A AXPAmerican Express Company | trimmed | 8 | -0.62 pp | Davis -0.49 pp |
B BNYBank of New York Mellon Corporation | trimmed | 8 | -3.00 pp | Hillman -0.95 pp |
| CCMCSAComcast Corp | trimmed | 8 | -0.73 pp | Torray -0.98 pp |
X XOMExxon Mobil Corp | trimmed | 8 | +1.66 pp | Dodge & Cox 0.00 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 7 | -14.22 pp | Daily Jrnl -12.30 pp |
B BKNGBooking Holdings Inc. | trimmed | 7 | -4.99 pp | AKO -2.41 pp |
J JDJD.com, Inc. | trimmed | 7 | +0.35 pp | Causeway -0.70 pp |
J JNJJohnson & Johnson | trimmed | 7 | -2.84 pp | Fundsmith -2.85 pp |
R RTXRTX Corporation | trimmed | 7 | -0.32 pp | Hillman -0.48 pp |
B BIDUBaidu, Inc. | trimmed | 6 | -0.40 pp | Causeway -0.17 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 6 | +4.96 pp | Semper -1.33 pp |
C CIThe Cigna Group | trimmed | 6 | -1.24 pp | Sound Shore -2.04 pp |
C CVSCvs Health Corporation | trimmed | 6 | -1.78 pp | Hillman -0.74 pp |
C CATCaterpillar Inc. | trimmed | 6 | -0.41 pp | Gates Trust -0.43 pp |
C COPConocoPhillips | trimmed | 6 | +1.02 pp | Tweedy -0.41 pp |
D DEDeere & Company | trimmed | 6 | +0.03 pp | Viking -0.25 pp |
M MGMMgm Resorts International | trimmed | 6 | -2.06 pp | Atreides -1.77 pp |
M MUMicron Technology, Inc. | trimmed | 6 | -3.99 pp | Atreides -2.92 pp |
| MMCOMoody's Corporation | trimmed | 6 | -0.35 pp | AKO -0.30 pp |
N NVSNovartis AG | trimmed | 6 | +0.02 pp | Dodge & Cox -0.05 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | -0.92 pp | Yacktman -0.52 pp |
P PGRProgressive Corporation | trimmed | 6 | -2.01 pp | Greenberg -1.58 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 6 | -0.75 pp | First Eagle -0.48 pp |
U USBU.S. Bancorp | trimmed | 6 | -0.19 pp | Yacktman -0.14 pp |
| AADBEAdobe Inc. | trimmed | 5 | -1.29 pp | Maverick -0.88 pp |
E ELVElevance Health, Inc. | trimmed | 5 | +0.68 pp | Greenberg -0.56 pp |
| B—Brookfield Asset Mgmt Inc | trimmed | 5 | -0.38 pp | Check -0.77 pp |
| CCHTRCharter Comm Inc Del CL A New | trimmed | 5 | -34.29 pp | AltaRock -14.28 pp |
| CCVXChevron Corporation | trimmed | 5 | +0.08 pp | Check 0.00 pp |