Shared moves
| Stock | Move | Managers | Total | Largest |
|---|---|---|---|---|
| ABTAbbott Laboratories | trimmed | 5 | -0.49 pp | Polen -0.31 pp |
| AMGNAmgen Inc | trimmed | 5 | +0.54 pp | Pzena -0.21 pp |
| ELVElevance Health, Inc. | trimmed | 5 | -0.02 pp | Vulcan -0.07 pp |
| ADPAutomatic Data Processing | trimmed | 5 | +1.41 pp | Maverick -0.02 pp |
| BACBank of America Corporation | trimmed | 5 | -0.16 pp | Oakmark -0.09 pp |
| BMYBristol-Myers Squibb Co. | trimmed | 5 | -1.52 pp | Kahn -1.27 pp |
| BNBrookfield Corporation | trimmed | 5 | -0.14 pp | Baron -0.12 pp |
| COFCapital One Financial | trimmed | 5 | -2.73 pp | Davis -0.76 pp |
| CHTRCharter Comm Inc Del CL A New | trimmed | 5 | +2.10 pp | Coatue +0.01 pp |
| DEDeere & Company | trimmed | 5 | -0.02 pp | First Eagle -0.04 pp |
| EOGEOG Resources, Inc. | trimmed | 5 | +0.41 pp | Baillie 0.00 pp |
| GSGoldman Sachs Group Inc. | trimmed | 5 | +0.06 pp | Pzena -0.03 pp |
| IBNICICI Bank Limited | trimmed | 5 | -0.23 pp | Oaktree -0.31 pp |
| ICEIntercontinental Exchange Inc. | trimmed | 5 | -0.50 pp | AKO -0.54 pp |
| JDJD.com, Inc. | trimmed | 5 | -4.37 pp | Tiger Global -3.89 pp |
| LBRDKLiberty Broadband Corporation Class C | trimmed | 5 | +1.06 pp | Weitz -0.09 pp |
| MKLMarkel Group Inc. | trimmed | 5 | +0.16 pp | Berkshire -0.12 pp |
| MCDMcDonald's Corporation | trimmed | 5 | -0.02 pp | Mairs -0.01 pp |
| MUMicron Technology, Inc. | trimmed | 5 | -0.65 pp | Atreides -0.67 pp |
| NVSNovartis AG | trimmed | 5 | -0.24 pp | Brandes -0.15 pp |
| OTISOtis Worldwide Corporation | trimmed | 5 | -0.69 pp | AKO -0.59 pp |
| SLBSLB Limited | trimmed | 5 | +2.04 pp | Dodge & Cox 0.00 pp |
| TXNTexas Instruments Incorporated | trimmed | 5 | -0.88 pp | Davis -0.36 pp |
| TDGTransDigm Group Incorporated | trimmed | 5 | -9.43 pp | Oakcliff -5.23 pp |
| UBERUber Technologies, Inc. | trimmed | 5 | -0.91 pp | Patient -0.87 pp |
| VRSNVeriSign Inc | trimmed | 5 | -0.49 pp | Century -0.28 pp |
| AIYActivision Blizzard Inc | exited | 6 | -19.00 pp | Jericho -14.83 pp |
| AMDAdvanced Micro Devices | exited | 5 | -10.26 pp | Jericho -5.61 pp |
| —Crh PLC | exited | 5 | -2.55 pp | Greenhaven -1.55 pp |
| LSXMKLiberty Media Cor-siriusxm C | exited | 5 | -12.60 pp | Baupost -8.79 pp |
| NFLXNetFlix Inc | exited | 5 | -15.94 pp | Jericho -7.10 pp |
| WWEWorld Wrestling Entertainment | exited | 5 | -13.64 pp | Lindsell -12.23 pp |
