Q4 2022 season
Filings
| CheckSteven Check | Jan 31 | $986M | 381 amend. | 4 | 5 |
| CoopermanLeon Cooperman | Aug 30 | $1.6B | 55 | 4 | 5 |
| GivernyFrançois Rochon | May 17 | $1.6B | 661 amend. | 5 | 2 |
| OaktreeHoward Marks | Apr 20 | $8.1B | 2251 amend. | 19 | 52 |
| JensenRobert McIver | Apr 5 | $12.8B | 841 amend. | 3 | 0 |
| Baillie | Mar 10 | $96.0B | 4881 amend. | 15 | 13 |
| MaverickBen Silver | Feb 16 | $4.1B | 3751 amend. | 122 | 90 |
| KahnThomas Kahn | Feb 15 | $760M | 45 | 1 | 1 |
| TrianNelson Peltz | Feb 15 | $4.9B | 82 amend. | 1 | 1 |
| Abrams BisonGavin Abrams | Feb 14 | $938M | 12 | 2 | 4 |
| AltimeterBrad Gerstner | Feb 14 | $3.7B | 11 | 1 | 6 |
| AppaloosaDavid Tepper | Feb 14 | $1.3B | 24 | 3 | 1 |
| ArielJohn Rogers | Feb 14 | $9.8B | 116 | 4 | 2 |
| AtlanticAlex Roepers | Feb 14 | $185M | 9 | 0 | 1 |
| AtreidesGavin Baker | Feb 14 | $2.5B | 34 | 4 | 7 |
| BaronRon Baron | Feb 14 | $29.8B | 375 | 29 | 24 |
| BerkshireGreg Abel | Feb 14 | $299.0B | 49 | 1 | 1 |
| CASClifford Sosin | Feb 14 | $419M | 6 | 1 | 0 |
| CenturyArnold Van Den Berg | Feb 14 | $268M | 108 | 33 | 6 |
| D1Daniel Sundheim | Feb 14 | $4.9B | 30 | 6 | 9 |
Shared moves
Where the managers disagree
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 20+25.36 pp | 27-22.60 pp | +2.76 pp· 1 swapped classes |
| METAMeta Platforms, Inc. Class A | 13+28.66 pp | 21-35.91 pp | -7.25 pp |
| AMZNAmazon.Com Inc | 17+22.59 pp | 16-47.57 pp | -24.98 pp |
| MSFTMicrosoft Corp | 11+17.24 pp | 21-20.11 pp | -2.87 pp |
| VVISA Inc. | 5+7.66 pp | 18-8.51 pp | -0.85 pp |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 5+2.79 pp | 15-22.83 pp | -20.04 pp |
| DISThe Walt Disney Company | 11+22.71 pp | 6-6.65 pp | +16.06 pp |
| MAMastercard Incorporated | 2+0.46 pp | 15-11.93 pp | -11.47 pp |
| WFCWells Fargo & Co. | 4+0.45 pp | 12-3.27 pp | -2.82 pp |
| CRMSalesforce, Inc. | 6+3.44 pp | 9-12.40 pp | -8.96 pp |
Most widely held
| GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C | 4.9% | 25.6% | |
| MSFTMicrosoft Corp | 3.3% | 26.4% | |
| METAMeta Platforms, Inc. Class A | 2.1% | 17.4% | |
| AMZNAmazon.Com Inc | 2.8% | 22.2% | |
| BRK.ABRK.A · BRK.BBerkshire Hathaway Inc. | 3.7% | 53.0% | |
| VVISA Inc. | 4.0% | 16.0% | |
| BACBank of America Corporation | 0.8% | 43.7% | |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | 2.5% | 9.4% | |
| DISThe Walt Disney Company | 1.3% | 16.1% | |
| AAPLApple Inc. | 0.2% | 73.4% |
Across the managers
| BNBrookfield Corporation | 18.6% | |
| BAMBrookfield Asset Management Ltd. | 4.2% | |
| MBLYMobileye Global Inc. Class A | 1.6% | |
| UHAL.BU-Haul Holding Company | 7.2% | |
| MBCMasterBrand, Inc. | 0.4% | |
| RRXRegal Rexnord Corporation | 3.5% | |
| unresolvedBrookfield Reins Ltd | 0.0% | |
| ECPGEncore Capital Group, Inc. | 1.0% | |
| FGF&G Annuities & Life, Inc. | 3.8% | |
| IUSGiShares Core S&P U.S. Growth ETF | 0.0% |
Streaks ended
A streak ends in the quarter the name leaves the book. The record begins with the XML era, Q2 2013: 38 quarters up to the prior season.




























































































