Shared moves
| Stock | Move | Managers | Total | Largest |
|---|---|---|---|---|
| TDGTransDigm Group Incorporated | trimmed | 6 | -7.00 pp | Oakcliff -5.18 pp |
| —Unilever Spn.Adr 1:1 | trimmed | 6 | -1.20 pp | Russo -0.75 pp |
| ZBHZimmer Biomet Holdings, Inc. | trimmed | 6 | -0.62 pp | Causeway -0.29 pp |
| 0VQJLTe Connectivity Ltd | trimmed | 6 | +0.90 pp | Oakmark -0.22 pp |
| ABTAbbott Laboratories | trimmed | 5 | -1.21 pp | Polen -0.89 pp |
| AIYActivision Blizzard Inc | trimmed | 5 | +0.11 pp | Berkshire -0.05 pp |
| BACBank of America Corporation | trimmed | 5 | -0.99 pp | Giverny -0.37 pp |
| BNYBank of New York Mellon Corporation | trimmed | 5 | -1.02 pp | Hillman -0.69 pp |
| BDXBecton, Dickinson and Co. | trimmed | 5 | -1.66 pp | Jensen -1.38 pp |
| CATCaterpillar Inc. | trimmed | 5 | -0.13 pp | PRIMECAP -0.07 pp |
| KOCoca-Cola Company | trimmed | 5 | -0.83 pp | Matrix -0.76 pp |
| DEDeere & Company | trimmed | 5 | -0.36 pp | ARK -0.21 pp |
| EFXEquifax, Incorporated | trimmed | 5 | -1.49 pp | AKO -1.26 pp |
| FTCHQFarfetch Limited A | trimmed | 5 | -0.62 pp | Patient -0.33 pp |
| GEGE Aerospace | trimmed | 5 | -4.40 pp | Vulcan -3.13 pp |
| HCAHCA Healthcare, Inc. | trimmed | 5 | -4.76 pp | Greenberg -2.82 pp |
| HDHome Depot, Inc. | trimmed | 5 | -0.68 pp | Jensen -0.32 pp |
| ICEIntercontinental Exchange Inc. | trimmed | 5 | -1.41 pp | Kensico -1.02 pp |
| LPLALPL Financial Holdings Inc. | trimmed | 5 | -0.85 pp | Lone Pine -0.66 pp |
| MKLMarkel Group Inc. | trimmed | 5 | -1.32 pp | Giverny -0.51 pp |
| MRKMerck & Co., Inc. | trimmed | 5 | +0.30 pp | Mairs -0.02 pp |
| MCOMoody's Corporation | trimmed | 5 | -1.70 pp | Triple Frond -1.76 pp |
| NVDANvidia Corp | trimmed | 5 | +3.18 pp | ARK +0.13 pp |
| PYPLPayPal Holdings, Inc. | trimmed | 5 | -4.01 pp | Dorsey -1.53 pp |
| PFEPfizer Inc. | trimmed | 5 | -1.28 pp | Kahn -0.95 pp |
| RIVNRivian Automotive, Inc. Class A | trimmed | 5 | -7.94 pp | Soros -6.39 pp |
| SPGIS&P Global Inc. | trimmed | 5 | -0.39 pp | Cantillon -0.15 pp |
| SHOPShopify Inc. Class A subordinate voting shares | trimmed | 5 | -0.44 pp | Greenlea -0.84 pp |
| SNOWSnowflake Inc. | trimmed | 5 | -7.31 pp | D1 -2.45 pp |
| STTState Street Corporation | trimmed | 5 | -0.74 pp | Brandes -0.51 pp |
| TMOThermo Fisher Scientific, Inc. | trimmed | 5 | -0.55 pp | AKO -0.37 pp |
| WBDWarner Bros. Discovery, Inc. Series A | trimmed | 5 | +3.96 pp | Wedgewood +0.01 pp |
| AONAon plc Class A | trimmed | 5 | -0.02 pp | Polen -0.19 pp |
| SPOTSpotify Technology S.A. | trimmed | 5 | +0.53 pp | Tiger Global -0.50 pp |
| ASMLASML Holding NV | trimmed | 5 | +0.49 pp | Maverick -0.10 pp |
| 99952EURLinde PLC/OLD | exited | 6 | -1.93 pp | Weitz -1.10 pp |
| FRCBFirst Republic Bk CA | exited | 5 | -6.66 pp | Sound Shore -3.61 pp |
| SPYState Street SPDR S&P 500 ETF Trust | exited | 5 | -1.35 pp | Hillman -0.68 pp |




































