| Stock | Move | Managers | Total | Largest |
|---|
S SPYState Street SPDR S&P 500 ETF Trust | new | 8 | +4.44 pp | Soros +2.85 pp |
V VLTOVeralto Corporation | new | 5 | +1.58 pp | Weitz +1.56 pp |
M MSFTMicrosoft Corp | added | 11 | +9.47 pp | Polen +3.09 pp |
G GOOGLAlphabet Inc. Class A | added | 10 | +2.26 pp | D1 +2.06 pp |
A AMZNAmazon.Com Inc | added | 10 | +13.00 pp | Egerton +6.91 pp |
B BACBank of America Corporation | added | 10 | +1.55 pp | Century +0.50 pp |
M METAMeta Platforms, Inc. Class A | added | 10 | +3.43 pp | Third Point +1.14 pp |
V VVISA Inc. | added | 10 | +2.39 pp | Egerton +1.43 pp |
B BABAAlibaba Group Holding Limited | added | 9 | -3.32 pp | H&H +0.67 pp |
B BRK.BBERKSHIRE HATHAWAY Class B | added | 9 | -2.42 pp | Fairholme +1.53 pp |
D DHRDanaher Corporation | added | 8 | +0.07 pp | Maverick +0.53 pp |
F FISVFiserv, Inc. | added | 8 | +2.19 pp | Giverny +0.88 pp |
A AAPLApple Inc. | added | 7 | +1.13 pp | Mairs +0.89 pp |
D DISThe Walt Disney Company | added | 7 | +1.93 pp | Semper +1.41 pp |
S SCHWThe Charles Schwab Corporation | added | 7 | +2.73 pp | Dodge & Cox +0.88 pp |
A AMTAmerican Tower Corporation | added | 6 | +3.92 pp | Akre +2.14 pp |
C CBRECbre Group, Inc. | added | 6 | +2.57 pp | Cantillon +0.71 pp |
C CVSCvs Health Corporation | added | 6 | +0.39 pp | Dodge & Cox +0.26 pp |
C CHTRCharter Comm Inc Del CL A New | added | 6 | -5.35 pp | Weitz +0.01 pp |
C CCitigroup Inc. | added | 6 | +4.90 pp | Greenhaven +1.82 pp |
H HDBHDFC Bank Limited | added | 6 | +1.57 pp | D1 +1.48 pp |
T TSMTaiwan Semiconductor Manufacturing Company Ltd. | added | 6 | +1.80 pp | Tiger Global +0.93 pp |
A ADIAnalog Devices, Inc. | added | 5 | +0.91 pp | FPA +0.54 pp |
E ELVElevance Health, Inc. | added | 5 | +2.33 pp | Greenberg +2.07 pp |
B BMYBristol-Myers Squibb Co. | added | 5 | -0.49 pp | Ariel +0.10 pp |
C CPCanadian Pacific Kansas City Limited | added | 5 | +3.88 pp | Causeway +3.20 pp |
K KMXCarMax Inc. | added | 5 | +2.06 pp | Hillman +1.99 pp |
C CVXChevron Corporation | added | 5 | -1.04 pp | Ariel +0.03 pp |
C CSCOCisco Systems, Inc. (DE) | added | 5 | -0.85 pp | Torray -0.01 pp |
C CMCSAComcast Corp | added | 5 | -1.12 pp | Kahn +0.03 pp |
E EFXEquifax, Incorporated | added | 5 | +3.19 pp | Kensico +1.76 pp |
V VMRKVivmark Residential | added | 5 | +2.60 pp | D1 +2.53 pp |
F FCNCAFirst Citizens BancShares Inc | added | 5 | +0.25 pp | Check +0.79 pp |
H HCAHCA Healthcare, Inc. | added | 5 | +3.07 pp | Abrams Bison +2.67 pp |
J JPMJPMorgan Chase & Co. | added | 5 | -0.10 pp | Mairs +0.23 pp |
M MAMastercard Incorporated | added | 5 | +2.68 pp | D1 +1.34 pp |
S SHELShell plc | added | 5 | +0.09 pp | Egerton +0.11 pp |
T TXNTexas Instruments Incorporated | added | 5 | +0.50 pp | First Eagle +0.23 pp |
U UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | added | 5 | -0.37 pp | Markel +0.03 pp |
A ACNAccenture PLC | added | 5 | +0.43 pp | Soros +0.38 pp |
M MDTMedtronic plc | added | 5 | +0.93 pp | First Eagle +0.60 pp |
| MMSFTMicrosoft Corp | trimmed | 33 | -7.77 pp | Atreides -5.16 pp |
G GOOGAlphabet Inc. Class C | trimmed | 28 | -14.58 pp | Giverny -2.27 pp |
| MMETAMeta Platforms, Inc. Class A | trimmed | 26 | -14.26 pp | RV Capital -4.29 pp |
| GGOOGLAlphabet Inc. Class A | trimmed | 25 | -16.16 pp | Greenlea -4.77 pp |
| AAMZNAmazon.Com Inc | trimmed | 20 | -4.30 pp | Greenlea -2.12 pp |
| VVVISA Inc. | trimmed | 16 | -7.22 pp | Akre -2.45 pp |
| MMAMastercard Incorporated | trimmed | 15 | -12.29 pp | Egerton -3.33 pp |
| UUNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | trimmed | 15 | -4.98 pp | Viking -2.92 pp |
W WFCWells Fargo & Co. | trimmed | 14 | +1.84 pp | Hillman -0.16 pp |
| TTSMTaiwan Semiconductor Manufacturing Company Ltd. | trimmed | 13 | -0.59 pp | Coatue -0.91 pp |
| BBRK.BBERKSHIRE HATHAWAY Class B | trimmed | 12 | -7.00 pp | Gates Trust -3.48 pp |
N NVDANvidia Corp | trimmed | 12 | -12.00 pp | Duquesne -3.82 pp |
| DDISThe Walt Disney Company | trimmed | 11 | +1.04 pp | Hillman -0.56 pp |
O ORCLOracle Corp | trimmed | 11 | -4.40 pp | Whale Rock -2.51 pp |
U UBERUber Technologies, Inc. | trimmed | 11 | -3.56 pp | Third Point -2.02 pp |
| AAAPLApple Inc. | trimmed | 10 | +0.52 pp | Wedgewood -0.56 pp |
| JJPMJPMorgan Chase & Co. | trimmed | 10 | +1.43 pp | Patient -0.20 pp |
A ADBEAdobe Inc. | trimmed | 9 | -0.41 pp | Weitz -0.67 pp |
B BKNGBooking Holdings Inc. | trimmed | 9 | -7.05 pp | Scion -5.85 pp |
| FFISVFiserv, Inc. | trimmed | 9 | -7.12 pp | ValueAct -8.01 pp |
G GEGE Aerospace | trimmed | 9 | -3.48 pp | Pzena -1.62 pp |
G GSGoldman Sachs Group Inc. | trimmed | 9 | +0.06 pp | Greenhaven -0.20 pp |
I INTUIntuit Inc | trimmed | 9 | +0.86 pp | Coatue -1.87 pp |
C CRMSalesforce, Inc. | trimmed | 9 | -2.31 pp | RV Capital -4.02 pp |
W WDAYWorkday, Inc. Class A | trimmed | 9 | -1.88 pp | Lone Pine -1.64 pp |
| BBABAAlibaba Group Holding Limited | trimmed | 8 | -3.09 pp | Maverick -0.92 pp |
B BNYBank of New York Mellon Corporation | trimmed | 8 | +0.97 pp | Markel -0.12 pp |
P PMPhilip Morris International Inc. | trimmed | 8 | -3.28 pp | Ariel -1.20 pp |
| SSCHWThe Charles Schwab Corporation | trimmed | 8 | +2.30 pp | Baillie +0.01 pp |
T TMOThermo Fisher Scientific, Inc. | trimmed | 8 | -4.29 pp | AKO -1.55 pp |
A AMATApplied Materials Inc | trimmed | 7 | +0.36 pp | Davis -0.47 pp |
B BRK.ABerkshire Hathaway Inc. | trimmed | 7 | -5.74 pp | Semper -2.23 pp |
C COFCapital One Financial | trimmed | 7 | +5.75 pp | Patient +0.15 pp |
| KKMXCarMax Inc. | trimmed | 7 | -1.48 pp | Sequoia -1.47 pp |
| CCMCSAComcast Corp | trimmed | 7 | -0.86 pp | First Eagle -0.37 pp |
F FDXFedEx Corporation | trimmed | 7 | -3.33 pp | Southeastern -1.14 pp |
I ICEIntercontinental Exchange Inc. | trimmed | 7 | -2.39 pp | Third Point -2.67 pp |
K KKRKKR & Co. Inc. | trimmed | 7 | -2.68 pp | ValueAct -5.93 pp |
L LLYEli Lilly & Co. | trimmed | 7 | -2.75 pp | Duquesne -1.20 pp |
M MCOMoody's Corporation | trimmed | 7 | +0.96 pp | Jensen -0.40 pp |
N NFLXNetFlix Inc | trimmed | 7 | -0.76 pp | Polen -1.61 pp |
U USBU.S. Bancorp | trimmed | 7 | +1.36 pp | Dodge & Cox 0.00 pp |
A AXPAmerican Express Company | trimmed | 6 | +0.36 pp | Russo -0.01 pp |
| EELVElevance Health, Inc. | trimmed | 6 | -0.54 pp | Vulcan -0.32 pp |
B BIDUBaidu, Inc. | trimmed | 6 | -1.88 pp | Ariel -1.24 pp |
| BBACBank of America Corporation | trimmed | 6 | +0.03 pp | Davis -0.25 pp |
| CCSCOCisco Systems, Inc. (DE) | trimmed | 6 | -0.59 pp | Dodge & Cox -0.27 pp |
X XOMExxon Mobil Corp | trimmed | 6 | -1.24 pp | First Eagle -0.92 pp |
F FASTFastenal Co | trimmed | 6 | +0.19 pp | Giverny -0.01 pp |
I INTCIntel Corp | trimmed | 6 | -0.68 pp | Fairfax -1.09 pp |
J JNJJohnson & Johnson | trimmed | 6 | -2.37 pp | Tweedy -0.82 pp |
M MKLMarkel Group Inc. | trimmed | 6 | -9.81 pp | Greenlea -7.37 pp |
M MRKMerck & Co., Inc. | trimmed | 6 | +0.34 pp | Sound Shore -0.12 pp |
M MUMicron Technology, Inc. | trimmed | 6 | +0.67 pp | Appaloosa -0.05 pp |
P PYPLPayPal Holdings, Inc. | trimmed | 6 | -0.48 pp | Polen -0.26 pp |
P PEPPepsiCo, Inc. | trimmed | 6 | -1.75 pp | Lindsell -0.61 pp |
Q QCOMQualcomm Inc | trimmed | 6 | +0.83 pp | Appaloosa -0.29 pp |
N NOWServicenow, Inc. | trimmed | 6 | +1.18 pp | Maverick -0.05 pp |
T TMUST-Mobile US, Inc. | trimmed | 6 | -2.95 pp | Jericho -3.03 pp |