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Q4 2022 seasonComplete

97 filed · 1 no filing

As of
Dec 31, 2022
Due
Feb 14, 2023
Filed
97 of 98
Moves
6067 · prev 5636
Stocks moved by 2+
812 · prev 734
Amendments
9

Filings97 of 98 filed

CheckSteven CheckJan 31$986M381 amend.45
CoopermanLeon CoopermanAug 30$1.6B5545
GivernyFrançois RochonMay 17$1.6B661 amend.52
OaktreeHoward MarksApr 20$8.1B2251 amend.1952
JensenRobert McIverApr 5$12.8B841 amend.30
BaillieMar 10$96.0B4881 amend.1513
MaverickBen SilverFeb 16$4.1B3751 amend.12290
KahnThomas KahnFeb 15$760M4511
TrianNelson PeltzFeb 15$4.9B82 amend.11
Abrams BisonGavin AbramsFeb 14$938M1224
AltimeterBrad GerstnerFeb 14$3.7B1116
AppaloosaDavid TepperFeb 14$1.3B2431
ArielJohn RogersFeb 14$9.8B11642
AtlanticAlex RoepersFeb 14$185M901
AtreidesGavin BakerFeb 14$2.5B3447
BaronRon BaronFeb 14$29.8B3752924
BerkshireGreg AbelFeb 14$299.0B4911
CASClifford SosinFeb 14$419M610
CenturyArnold Van Den BergFeb 14$268M108336
D1Daniel SundheimFeb 14$4.9B3069

Shared moves812 stocks moved by 2+ managers

BNBrookfield Corporation11 managers+56.71 ppPabrai+18.59 pp
BAMBrookfield Asset Management Ltd.9 managers+10.66 ppPabrai+4.23 pp
TEAMAtlassian Corporation Class A7 managers+8.05 ppDurable+3.62 pp
MBLYMobileye Global Inc. Class A5 managers+2.16 ppJericho+1.65 pp
SPYState Street SPDR S&P 500 ETF Trust5 managers+2.38 ppSoros+1.53 pp
View all 134 moves →

Where the managers disagree350 names

GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C20+25.36 pp27-22.60 pp+2.76 pp· 1 swapped classes
METAMeta Platforms, Inc. Class A13+28.66 pp21-35.91 pp-7.25 pp
AMZNAmazon.Com Inc17+22.59 pp16-47.57 pp-24.98 pp
MSFTMicrosoft Corp11+17.24 pp21-20.11 pp-2.87 pp
VVISA Inc.5+7.66 pp18-8.51 pp-0.85 pp
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.5+2.79 pp15-22.83 pp-20.04 pp
DISThe Walt Disney Company11+22.71 pp6-6.65 pp+16.06 pp
MAMastercard Incorporated2+0.46 pp15-11.93 pp-11.47 pp
WFCWells Fargo & Co.4+0.45 pp12-3.27 pp-2.82 pp
CRMSalesforce, Inc.6+3.44 pp9-12.40 pp-8.96 pp

Most widely heldtop 50 of 2420 · 97 filed

GOOGGOOG · GOOGL · GOOGM · GOOGNAlphabet Inc. Class C57 managers4.9%25.6%
MSFTMicrosoft Corp48 managers3.3%26.4%
METAMeta Platforms, Inc. Class A38 managers2.1%17.4%
AMZNAmazon.Com Inc37 managers2.8%22.2%
BRK.ABRK.A · BRK.BBerkshire Hathaway Inc.33 managers3.7%53.0%
VVISA Inc.32 managers4.0%16.0%
BACBank of America Corporation26 managers0.8%43.7%
UNHUNITEDHEALTH GROUP INCORPORATED (Delaware)25 managers2.5%9.4%
DISThe Walt Disney Company24 managers1.3%16.1%
AAPLApple Inc.23 managers0.2%73.4%
View all 2420 →

Across the managers166 first held · 317 no longer held

BNBrookfield Corporation11 managers18.6%
BAMBrookfield Asset Management Ltd.9 managers4.2%
MBLYMobileye Global Inc. Class A5 managers1.6%
UHAL.BU-Haul Holding Company4 managers7.2%
MBCMasterBrand, Inc.4 managers0.4%
RRXRegal Rexnord Corporation3 managers3.5%
unresolvedBrookfield Reins Ltd3 managers0.0%
ECPGEncore Capital Group, Inc.2 managers1.0%
FGF&G Annuities & Life, Inc.2 managers3.8%
IUSGiShares Core S&P U.S. Growth ETF2 managers0.0%

Streaks ended44 streaks of 20+ ended

  1. Ariel · OMC 38+ quarters
  2. Baillie · TCOM 38+ quarters
  3. Baron · ALGN 38+ quarters
  4. Baron · Brookfield Asset Mgmt Inc 38+ quarters
  5. Chou · GS 38+ quarters
  6. Davis · AKR 38+ quarters
  7. Dodge & Cox · KMX 38+ quarters
  8. Dodge & Cox · CTXS 38+ quarters
  9. First Eagle · SMG 38+ quarters
  10. First Eagle · Y 38+ quarters
  11. Mairs · D 38+ quarters
  12. Miller · BAC 38+ quarters
  13. Third Ave · Brookfield Asset Mgmt Inc 38+ quarters
  14. Baillie · CHRW 37 quarters
  15. Daily Jrnl · PKX 36 quarters
  16. First Eagle · TDC 36 quarters
  17. Abrams Bison · RNR 35 quarters
  18. Brandes · TM 34 quarters
  19. Brandes · BP 34 quarters
  20. Dodge & Cox · MRSH 33 quarters
  21. Dodge & Cox · QCOM 33 quarters
  22. PAR · TRUE 32 quarters
  23. Giverny · Brookfield Asset Mgmt Inc 31 quarters
  24. Markel · Brookfield Asset Mgmt Inc 31 quarters
  25. Whale Rock · AMZN 31 quarters
  26. Tiger Global · Atlassian Corp Plc 28 quarters
  27. Ariel · HLI 27 quarters
  28. Baron · SIEN 27 quarters
  29. Causeway · Ryanair Holdings PLC ADR 25 quarters
  30. Davis · NVS 24 quarters
  31. Torray · OMCL 24 quarters
  32. Trian · PG 24 quarters
  33. Century · IBKR 23 quarters
  34. Duquesne · MSFT 23 quarters
  35. Cooperman · TRN 22 quarters
  36. Davis · DXC 22 quarters
  37. Fundsmith · INTU 22 quarters
  38. FPA · ORLY 21 quarters
  39. Pzena · R 21 quarters
  40. Tiger Global · RDFN 21 quarters
  41. Brandes · SCHL 20 quarters
  42. FPA · HON 20 quarters
  43. Fundsmith · PYPL 20 quarters
  44. ValueAct · C 20 quarters
  45. Abrams · KMI 19 quarters
  46. Baron · DRE 19 quarters
  47. Brandes · Crh PLC 19 quarters
  48. Cantillon · META 19 quarters
  49. Baillie · UBXGB 18 quarters
  50. Brandes · DGX 18 quarters

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.