Shared moves
| Stock | Move | Managers | Total | Largest |
|---|---|---|---|---|
| GSKGSK plc | trimmed | 6 | +0.15 pp | Brandes -0.07 pp |
| ILMNIllumina Inc | trimmed | 6 | -1.97 pp | Triple Frond -1.18 pp |
| INTUIntuit Inc | trimmed | 6 | -4.02 pp | Jensen -1.96 pp |
| MKLMarkel Group Inc. | trimmed | 6 | -3.52 pp | Greenlea -1.83 pp |
| NVSNovartis AG | trimmed | 6 | +0.02 pp | Dodge & Cox -0.09 pp |
| ORCLOracle Corp | trimmed | 6 | -1.42 pp | Polen -0.87 pp |
| PFEPfizer Inc. | trimmed | 6 | +0.29 pp | Causeway -0.06 pp |
| RTXRTX Corporation | trimmed | 6 | +0.18 pp | Appaloosa -0.23 pp |
| SPGIS&P Global Inc. | trimmed | 6 | -0.24 pp | Cantillon -0.59 pp |
| TMOThermo Fisher Scientific, Inc. | trimmed | 6 | -1.34 pp | Weitz -0.49 pp |
| UNPUnion Pacific Corp. | trimmed | 6 | -4.43 pp | Third Point -4.60 pp |
| VZVerizon Communications | trimmed | 6 | +0.32 pp | Miller -0.64 pp |
| WMTWalmart Inc. | trimmed | 6 | 0.00 pp | Dodge & Cox 0.00 pp |
| MDTMedtronic plc | trimmed | 6 | -0.09 pp | Pzena -0.04 pp |
| TELTE Connectivity plc | trimmed | 6 | -1.24 pp | FPA -0.50 pp |
| APHAmphenol Corporation | trimmed | 5 | -3.99 pp | Lone Pine -2.57 pp |
| ELVElevance Health, Inc. | trimmed | 5 | -5.34 pp | Greenberg -2.15 pp |
| BKNGBooking Holdings Inc. | trimmed | 5 | -1.74 pp | Wedgewood -1.02 pp |
| CBRECbre Group, Inc. | trimmed | 5 | -2.05 pp | Third Ave -1.29 pp |
| CMECME Group Inc. | trimmed | 5 | +0.54 pp | Lindsell +0.01 pp |
| CATCaterpillar Inc. | trimmed | 5 | +0.15 pp | Russo 0.00 pp |
| CIENCiena Corporation | trimmed | 5 | -2.18 pp | Whale Rock -1.51 pp |
| COHRCoherent Corp. | trimmed | 5 | -2.31 pp | Century -1.55 pp |
| GLWCorning Incorporated | trimmed | 5 | +1.83 pp | Dodge & Cox 0.00 pp |
| CPNGCoupang, Inc. | trimmed | 5 | -5.70 pp | Durable -2.96 pp |
| ENTGEntegris Inc | trimmed | 5 | +1.22 pp | First Eagle 0.00 pp |
| EFXEquifax, Incorporated | trimmed | 5 | -1.81 pp | AKO -1.11 pp |
| GEGE Aerospace | trimmed | 5 | -0.40 pp | Dodge & Cox -0.74 pp |
| HCAHCA Healthcare, Inc. | trimmed | 5 | -0.64 pp | First Eagle -0.39 pp |
| HDHome Depot, Inc. | trimmed | 5 | -0.14 pp | Fundsmith -0.08 pp |
| IDXXIdexx Laboratories Inc | trimmed | 5 | -1.54 pp | Fundsmith -0.93 pp |
| ICEIntercontinental Exchange Inc. | trimmed | 5 | +1.07 pp | ARK -0.02 pp |
| IWFiShares Russell 1000 Growth ETF | trimmed | 5 | -1.49 pp | Wedgewood -1.01 pp |
| LPLALPL Financial Holdings Inc. | trimmed | 5 | -1.12 pp | Lone Pine -0.52 pp |
| MELIMercado Libre, Inc | trimmed | 5 | -2.36 pp | Duquesne -2.09 pp |
| ODFLOld Dominion Freight Line | trimmed | 5 | +0.96 pp | Weitz -0.14 pp |
| PGRProgressive Corporation | trimmed | 5 | -0.29 pp | Giverny -0.25 pp |
| RBLXRoblox Corporation | trimmed | 5 | -3.93 pp | Whale Rock -1.67 pp |
| TMETencent Music Entertainment Group | trimmed | 5 | -1.42 pp | Cantillon -0.94 pp |
| UBERUber Technologies, Inc. | trimmed | 5 | -0.03 pp | Soros -0.13 pp |
| UPSUnited Parcel Service, Inc. Class B | trimmed | 5 | -0.01 pp | Hillman -0.02 pp |
| XPOXPO, Inc. | trimmed | 5 | +0.46 pp | D1 -0.35 pp |
| JCIJohnson Controls International plc | trimmed | 5 | -0.10 pp | Viking -0.26 pp |
| UNHUNITEDHEALTH GROUP INCORPORATED (Delaware) | exited | 7 | -4.49 pp | Torray -2.80 pp |
| AZNNAstrazeneca Plc-spons ADR | exited | 5 | -4.33 pp | PRIMECAP -2.57 pp |
| EXKExact Sciences Corp | exited | 5 | -1.84 pp | Soros -1.56 pp |
| MSFTMicrosoft Corp | exited | 5 | -32.11 pp | Gates Trust -10.52 pp |
| FLUTFlutter Entertainment plc | exited | 5 | -4.28 pp | Tiger Global -2.90 pp |
