| Bill Ackman | HHH | 100.0% | 10.2% | -89.77 pp |
| Abrams Bison Investments | SUNB | 35.4% | 7.5% | -27.86 pp |
| Daniel Loeb | AMZN | 19.4% | 9.0% | -10.42 pp |
| Glenn Welling | BL | 16.7% | 7.2% | -9.48 pp |
| Alex Roepers | WFRD | 11.7% | 2.5% | -9.19 pp |
| Abrams Bison Investments | AMAT | 10.4% | 19.5% | +9.07 pp |
| Norbert Lou | CROX | 18.2% | 27.2% | +8.97 pp |
| Daniel Loeb | TDS | 13.3% | 5.0% | -8.34 pp |
| Abrams Bison Investments | SNX | 18.2% | 26.4% | +8.19 pp |
| Alex Roepers | XRAY | 4.1% | 12.2% | +8.05 pp |
| David Abrams | LOAR | 39.6% | 47.1% | +7.56 pp |
| Li Lu | PDD | 14.7% | 22.2% | +7.46 pp |
| Prem Watsa | KHC | 6.1% | 12.8% | +6.70 pp |
| Alex Roepers | KEX | 19.9% | 13.2% | -6.67 pp |
| AKO Capital | SUNB | 4.1% | 10.6% | +6.53 pp |
| Nelson Peltz | GE | 29.6% | 35.6% | +5.97 pp |
| Pat Dorsey | SUNB | 11.4% | 5.5% | -5.92 pp |
| Vulcan Value Partners | UNH | 6.5% | 0.9% | -5.70 pp |
| David Tepper | MU | 9.5% | 15.1% | +5.58 pp |
| Duan Yongping | NVDA | 12.1% | 6.6% | -5.49 pp |
| Daniel Loeb | GOOGL | 2.4% | 7.9% | +5.47 pp |
| Bill & Melinda Gates Foundation Trust | CAT | 14.2% | 19.7% | +5.44 pp |
| Yacktman Asset Management | BRK-B | 2.0% | 7.2% | +5.17 pp |
| Pat Dorsey | AER | 12.3% | 7.2% | -5.11 pp |
| Alex Roepers | OSK | 11.7% | 6.7% | -5.00 pp |
| Triple Frond Partners | ASML | 16.3% | 21.1% | +4.80 pp |
| David Tepper | BABA | 7.3% | 2.6% | -4.76 pp |
| Chase Coleman | GOOGL | 13.4% | 8.7% | -4.73 pp |
| Alex Roepers | PVH | 5.2% | 9.9% | +4.72 pp |
| Nelson Peltz | GEHC | 0.0% | 4.7% | +4.66 pp |
| ValueAct Capital | RKT | 7.0% | 11.6% | +4.61 pp |
| Pat Dorsey | APP | 10.0% | 14.5% | +4.45 pp |
| Valley Forge Capital Management | MA | 22.0% | 17.6% | -4.45 pp |
| Bill & Melinda Gates Foundation Trust | BRK-B | 25.8% | 21.4% | -4.45 pp |
| John Armitage | LIN | 5.9% | 1.5% | -4.37 pp |
| Glenn Greenberg | SNX | 12.8% | 8.4% | -4.35 pp |
| Duan Yongping | AAPL | 36.7% | 41.1% | +4.33 pp |
| Carl Icahn | CVI | 28.0% | 23.7% | -4.28 pp |
| John Armitage | APH | 4.0% | 8.3% | +4.26 pp |
| Robert Vinall | CACC | 13.8% | 18.0% | +4.23 pp |
| Valley Forge Capital Management | ASML | 6.7% | 10.9% | +4.23 pp |
| John Armitage | MDLN | 2.2% | 6.3% | +4.12 pp |
| Abrams Bison Investments | SN | 6.6% | 10.7% | +4.09 pp |
| Lee Ainslie | ASML | 4.0% | 0.0% | -3.95 pp |
| Norbert Lou | BRK-A | 38.5% | 42.4% | +3.95 pp |
| Dennis Hong | BRZE | 9.8% | 6.0% | -3.82 pp |
| Seth Klarman | AMZN | 12.7% | 16.5% | +3.78 pp |
| Chris Hohn | GE | 29.8% | 33.6% | +3.74 pp |
| Glenn Greenberg | ICLR | 8.2% | 11.9% | +3.73 pp |
| Daniel Loeb | SGI | 8.1% | 4.3% | -3.72 pp |
| Bryan Lawrence | GIL | 16.7% | 13.1% | -3.64 pp |
| Lee Ainslie | AMD | 1.6% | 5.1% | +3.52 pp |
| Lindsell Train | INTU | 10.1% | 6.6% | -3.49 pp |
| Warren Buffett | GOOGL | 5.9% | 9.4% | +3.48 pp |
| ValueAct Capital | MDB | 4.4% | 1.0% | -3.46 pp |
| Seth Klarman | WCC | 7.7% | 4.2% | -3.46 pp |
| Stephen Mandel | TSM | 3.7% | 0.3% | -3.45 pp |
| Lee Ainslie | AMAT | 3.5% | 0.0% | -3.44 pp |
| Lee Ainslie | ALAB | 1.2% | 4.7% | +3.43 pp |
| Stephen Mandel | BN | 3.6% | 0.2% | -3.41 pp |
| Greenhaven Associates | LEN | 15.2% | 11.8% | -3.38 pp |
| Christopher Bloomstran | BLDR | 2.2% | 5.6% | +3.36 pp |
| Dennis Hong | BABA | 13.6% | 16.9% | +3.31 pp |
| Norbert Lou | PDD | 15.7% | 12.4% | -3.30 pp |
| Abrams Bison Investments | BFAM | 5.0% | 8.3% | +3.26 pp |
| Polen Capital Management | ZTS | 3.5% | 0.2% | -3.25 pp |
| Bruce Berkowitz | JOE | 79.7% | 76.4% | -3.24 pp |
| Vulcan Value Partners | RYAN | 5.9% | 9.1% | +3.20 pp |
| Glenn Welling | YETI | 21.5% | 18.3% | -3.19 pp |
| Christopher Bloomstran | ALK | 7.4% | 10.6% | +3.14 pp |
| Christopher Bloomstran | FIVE | 5.3% | 2.1% | -3.11 pp |
| Lee Ainslie | INTC | 1.5% | 4.6% | +3.09 pp |
| Seth Klarman | GPC | 3.1% | 6.1% | +3.05 pp |
| Leon Cooperman | SUN | 3.5% | 0.4% | -3.02 pp |
| Daniel Loeb | CRS | 5.9% | 2.9% | -3.01 pp |
| David Tepper | TSM | 7.6% | 10.5% | +2.99 pp |
| AKO Capital | WAT | 4.8% | 1.8% | -2.98 pp |
| Pat Dorsey | BKNG | 5.5% | 8.5% | +2.95 pp |
| Bryan Lawrence | IBKR | 30.5% | 33.4% | +2.92 pp |
| AKO Capital | ICE | 5.8% | 2.9% | -2.87 pp |
| Glenn Welling | VFC | 26.2% | 23.4% | -2.84 pp |
| Clifford Sosin | CVNA | 81.7% | 78.9% | -2.82 pp |
| Warren Buffett | GOOG | 0.4% | 3.2% | +2.82 pp |
| Dennis Hong | OKTA | 16.6% | 13.8% | -2.82 pp |
| Stephen Mandel | LPLA | 4.9% | 2.1% | -2.82 pp |
| Vulcan Value Partners | MA | 5.1% | 7.9% | +2.79 pp |
| Francis Chou | OXY | 9.8% | 7.0% | -2.77 pp |
| John Armitage | AMZN | 5.5% | 8.2% | +2.77 pp |
| Bill & Melinda Gates Foundation Trust | WM | 20.1% | 17.3% | -2.76 pp |
| Steven Check | BRK-B | 32.7% | 30.0% | -2.76 pp |
| Clifford Sosin | HGV | 11.7% | 14.5% | +2.75 pp |
| ValueAct Capital | RBLX | 5.8% | 3.0% | -2.75 pp |
| Arnold Van Den Berg | DELL | 2.9% | 5.7% | +2.73 pp |
| Terry Smith | PM | 6.6% | 3.9% | -2.73 pp |
| Bill Miller | BLMN | 2.9% | 5.6% | +2.72 pp |
| Yacktman Asset Management | CNQ | 10.7% | 8.0% | -2.71 pp |
| Daniel Loeb | NSC | 1.4% | 4.1% | +2.69 pp |
| First Pacific Advisors | AJG | 1.2% | 3.9% | +2.65 pp |
| William Von Mueffling | TSM | 5.6% | 8.2% | +2.65 pp |
| Seth Klarman | QSR | 11.7% | 9.0% | -2.63 pp |
| David Abrams | GOOGL | 11.6% | 8.9% | -2.63 pp |
| Leon Cooperman | VRT | 17.7% | 20.4% | +2.63 pp |
| Greenhaven Associates | ICLR | 3.6% | 6.2% | +2.57 pp |
| Daniel Loeb | DHR | 4.8% | 2.2% | -2.56 pp |
| Polen Capital Management | AON | 3.0% | 0.5% | -2.55 pp |
| Third Avenue Management | TDW | 12.5% | 10.0% | -2.54 pp |
| Ruane Cunniff LP | ICLR | 3.0% | 5.5% | +2.53 pp |
| Terry Smith | IDXX | 6.4% | 3.9% | -2.49 pp |
| Francois Rochon | BRK-B | 6.6% | 4.2% | -2.46 pp |
| AKO Capital | APD | 1.3% | 3.8% | +2.45 pp |
| Chase Coleman | AMAT | 2.5% | 4.9% | +2.44 pp |
| Stephen Mandel | MCK | 2.7% | 0.3% | -2.44 pp |
| Torray Funds | MSFT | 4.2% | 1.8% | -2.40 pp |
| Josh Tarasoff | NFLX | 7.8% | 5.4% | -2.40 pp |
| Christopher Bloomstran | OLN | 7.2% | 4.8% | -2.38 pp |
| David Rolfe | AMZN | 4.3% | 6.7% | +2.37 pp |
| Jensen Investment Management | META | 3.8% | 1.5% | -2.35 pp |
| Chris Hohn | SPGI | 13.2% | 10.9% | -2.35 pp |
| Daniel Loeb | MTZ | 4.9% | 2.6% | -2.34 pp |
| Daniel Loeb | COF | 1.2% | 3.6% | +2.34 pp |
| Seth Klarman | GOOG | 6.6% | 8.9% | +2.33 pp |
| Henry Ellenbogen | MDLN | 3.3% | 1.0% | -2.32 pp |
| Duan Yongping | BRK-B | 21.9% | 24.2% | +2.27 pp |
| William Von Mueffling | AVGO | 8.3% | 10.6% | +2.27 pp |
| Warren Buffett | OXY | 6.5% | 4.3% | -2.25 pp |
| Bryan Lawrence | GWRE | 9.5% | 7.3% | -2.24 pp |
| Terry Smith | V | 7.3% | 5.1% | -2.24 pp |
| Valley Forge Capital Management | SPGI | 22.2% | 19.9% | -2.23 pp |
| Third Avenue Management | RHI | 3.7% | 5.9% | +2.21 pp |
| Bill Miller | CRGY | 7.1% | 4.9% | -2.20 pp |
| Sarah Ketterer | CP | 8.5% | 6.3% | -2.17 pp |
| Alex Roepers | ABM | 4.9% | 7.1% | +2.17 pp |
| Christopher Bloomstran | SBUX | 2.7% | 0.5% | -2.16 pp |
| Chase Coleman | INTC | 0.3% | 2.5% | +2.16 pp |
| Muhlenkamp | URI | 3.0% | 5.1% | +2.15 pp |
| Henry Ellenbogen | FN | 1.2% | 3.3% | +2.14 pp |
| Ruane Cunniff LP | ZTS | 4.8% | 2.6% | -2.12 pp |
| Valley Forge Capital Management | MCO | 17.0% | 19.1% | +2.12 pp |
| Chuck Akre | FICO | 6.3% | 8.5% | +2.12 pp |
| John Armitage | UBER | 3.7% | 1.6% | -2.10 pp |
| Chase Coleman | AVGO | 4.9% | 2.8% | -2.09 pp |
| Third Avenue Management | VAL | 8.1% | 6.0% | -2.09 pp |
| William Von Mueffling | GOOGL | 7.1% | 9.2% | +2.09 pp |
| Kahn Brothers Group | SEB | 5.9% | 3.8% | -2.08 pp |
| Stephen Mandel | CRS | 5.7% | 3.6% | -2.08 pp |
| Prem Watsa | UAA | 13.1% | 11.0% | -2.08 pp |
| Chase Coleman | LRCX | 3.6% | 5.7% | +2.07 pp |
| Jensen Investment Management | APH | 0.6% | 2.6% | +2.07 pp |
| Richard Pzena | HUM | 3.1% | 5.1% | +2.05 pp |
| Henry Ellenbogen | TECH | 2.4% | 0.3% | -2.05 pp |
| Henry Ellenbogen | RBC | 12.7% | 10.7% | -2.02 pp |
| Greenhaven Associates | PHM | 10.6% | 8.6% | -2.00 pp |
| Howard Marks | OCSL | 0.5% | 2.5% | +2.00 pp |
| William Von Mueffling | AMAT | 3.5% | 5.5% | +2.00 pp |
| Terry Smith | GOOGL | 6.6% | 4.6% | -1.98 pp |
| Ruane Cunniff LP | ICE | 6.9% | 4.9% | -1.98 pp |
| Greenhaven Associates | TOL | 12.7% | 10.7% | -1.98 pp |
| Chuck Akre | ORLY | 5.9% | 3.9% | -1.97 pp |
| Warren Buffett | CVX | 6.6% | 4.7% | -1.96 pp |
| Glenn Greenberg | MRP | 5.9% | 4.0% | -1.95 pp |
| Jensen Investment Management | AAPL | 8.0% | 6.0% | -1.95 pp |
| Ruane Cunniff LP | TSM | 6.8% | 8.7% | +1.94 pp |
| Viking Global Investors | TSLA | 2.6% | 0.7% | -1.94 pp |
| ValueAct Capital | AMZN | 10.5% | 12.4% | +1.93 pp |
| Glenn Greenberg | FG | 3.4% | 1.4% | -1.92 pp |
| Muhlenkamp | MCHP | 3.5% | 5.4% | +1.91 pp |
| Greenhaven Associates | SLB | 3.9% | 2.0% | -1.91 pp |
| Polen Capital Management | NVDA | 5.0% | 6.9% | +1.91 pp |
| Lee Ainslie | TECH | 2.9% | 1.0% | -1.90 pp |
| Pat Dorsey | UBER | 6.2% | 8.1% | +1.90 pp |
| Kahn Brothers Group | Z | 4.0% | 5.9% | +1.89 pp |
| Jensen Investment Management | MSFT | 8.5% | 6.7% | -1.88 pp |
| Lindsell Train | GOOGL | 15.6% | 17.5% | +1.87 pp |
| Pat Dorsey | ASML | 14.8% | 16.6% | +1.85 pp |
| ValueAct Capital | V | 12.3% | 14.1% | +1.85 pp |
| Henry Ellenbogen | CPNG | 2.5% | 0.7% | -1.84 pp |
| Tweedy Browne | FDX | 2.1% | 0.3% | -1.84 pp |
| Terry Smith | ADP | 6.1% | 4.3% | -1.84 pp |
| Bill Nygren | PSX | 2.2% | 0.4% | -1.83 pp |
| Viking Global Investors | AMZN | 0.7% | 2.5% | +1.82 pp |
| Francis Chou | GOOG | 10.0% | 11.8% | +1.82 pp |
| Triple Frond Partners | MSFT | 13.6% | 11.7% | -1.82 pp |
| ValueAct Capital | CBRE | 0.6% | 2.4% | +1.82 pp |
| Francois Rochon | ADP | 3.1% | 4.9% | +1.81 pp |
| Seth Klarman | ELV | 7.3% | 9.1% | +1.81 pp |
| Howard Marks | TRMD | 15.7% | 13.9% | -1.80 pp |
| Stephen Mandel | HUT | 2.3% | 4.1% | +1.80 pp |
| Third Avenue Management | HCC | 5.5% | 3.7% | -1.80 pp |
| Lee Ainslie | TSM | 4.9% | 3.1% | -1.79 pp |
| ValueAct Capital | LLYVK | 5.9% | 4.1% | -1.79 pp |
| Lindsell Train | FICO | 8.5% | 10.3% | +1.79 pp |
| Thomas Russo | NFLX | 6.3% | 4.6% | -1.78 pp |
| Jensen Investment Management | TJX | 0.1% | 1.8% | +1.77 pp |
| William Von Mueffling | IBKR | 5.0% | 6.8% | +1.77 pp |
| Robert Vinall | HTHT | 7.3% | 5.6% | -1.75 pp |
| David Einhorn | VSNT | 3.5% | 1.8% | -1.74 pp |
| Howard Marks | INDV | 4.9% | 6.7% | +1.71 pp |
| Li Lu | GOOGL | 22.8% | 24.5% | +1.70 pp |
| Polen Capital Management | ACN | 1.9% | 0.2% | -1.69 pp |
| Lee Ainslie | GOOG | 2.9% | 4.6% | +1.69 pp |
| Seth Klarman | NCLH | 1.3% | 3.0% | +1.69 pp |
| Polen Capital Management | SNPS | 1.8% | 0.2% | -1.68 pp |
| Duan Yongping | GOOG | 5.3% | 3.6% | -1.67 pp |
| Francois Rochon | KEYS | 3.3% | 1.7% | -1.66 pp |
| Polen Capital Management | TSM | 0.4% | 2.1% | +1.65 pp |
| Josh Tarasoff | MKL | 12.5% | 10.9% | -1.65 pp |
| Arnold Van Den Berg | INTC | 2.5% | 4.2% | +1.65 pp |
| Polen Capital Management | LRCX | 1.6% | 3.2% | +1.65 pp |
| Terry Smith | MSFT | 6.0% | 4.4% | -1.64 pp |
| Samantha McLemore | UNH | 4.4% | 6.0% | +1.64 pp |
| Viking Global Investors | DIS | 3.6% | 2.0% | -1.62 pp |
| Abrams Bison Investments | URBN | 6.1% | 7.7% | +1.61 pp |
| Henry Ellenbogen | FERG | 5.3% | 6.9% | +1.61 pp |
| Dennis Hong | AMZN | 14.5% | 16.1% | +1.61 pp |
| Vulcan Value Partners | AMZN | 8.8% | 7.2% | -1.61 pp |
| Greenhaven Associates | OSK | 6.1% | 4.5% | -1.60 pp |
| Kahn Brothers Group | C | 16.9% | 18.5% | +1.59 pp |
| AKO Capital | RACE | 6.1% | 7.7% | +1.58 pp |
| Dennis Hong | GDS | 3.3% | 4.9% | +1.58 pp |
| Terry Smith | MAR | 8.6% | 7.0% | -1.57 pp |
| AKO Capital | ALC | 13.6% | 15.2% | +1.57 pp |
| Abrams Bison Investments | ACHC | 4.4% | 6.0% | +1.57 pp |
| Christopher Davis | AMAT | 1.9% | 0.3% | -1.56 pp |
| Richard Pzena | DOW | 2.6% | 1.0% | -1.56 pp |
| Vulcan Value Partners | ARES | 4.9% | 6.4% | +1.55 pp |
| Terry Smith | META | 5.9% | 4.3% | -1.55 pp |
| Francois Rochon | FIVE | 5.2% | 3.6% | -1.55 pp |
| Torray Funds | JPM | 1.7% | 0.1% | -1.55 pp |
| Yacktman Asset Management | INTU | 0.0% | 1.6% | +1.54 pp |
| Chris Hohn | MCO | 13.8% | 12.3% | -1.54 pp |
| Li Lu | BRK-B | 13.4% | 15.0% | +1.54 pp |
| Kahn Brothers Group | BP | 5.2% | 3.6% | -1.53 pp |
| Lee Ainslie | GFL | 1.9% | 3.4% | +1.52 pp |
| Triple Frond Partners | CHTR | 3.4% | 2.0% | -1.50 pp |
| Christopher Bloomstran | CMI | 2.5% | 1.0% | -1.49 pp |
| Chase Coleman | TSM | 8.2% | 9.7% | +1.49 pp |
| Jensen Investment Management | BR | 2.7% | 1.3% | -1.48 pp |
| Christopher Bloomstran | NEM | 6.2% | 4.7% | -1.47 pp |
| Harry Burn | REGN | 3.9% | 2.4% | -1.47 pp |
| Josh Tarasoff | GOOGL | 8.4% | 9.8% | +1.46 pp |
| Richard Pzena | NOK | 1.7% | 0.2% | -1.46 pp |
| ValueAct Capital | CRM | 9.8% | 8.3% | -1.46 pp |
| AKO Capital | SYK | 1.6% | 0.2% | -1.46 pp |
| Valley Forge Capital Management | FICO | 24.3% | 25.8% | +1.44 pp |
| ValueAct Capital | LLYVA | 2.9% | 1.4% | -1.44 pp |
| Alex Roepers | NESR | 0.8% | 2.2% | +1.43 pp |
| John Armitage | NVDA | 5.2% | 6.6% | +1.43 pp |
| David Einhorn | CNR | 6.1% | 4.7% | -1.43 pp |
| Li Lu | GOOG | 22.0% | 23.4% | +1.42 pp |
| Glenn Welling | GXO | 14.0% | 15.5% | +1.42 pp |
| Muhlenkamp | ICLR | 1.9% | 3.3% | +1.42 pp |
| Henry Ellenbogen | SHOP | 1.2% | 2.6% | +1.41 pp |
| David Tepper | WHR | 1.8% | 0.4% | -1.40 pp |
| David Rolfe | PGR | 3.4% | 4.8% | +1.38 pp |
| Henry Ellenbogen | FLS | 0.7% | 2.1% | +1.38 pp |
| Chuck Akre | MA | 18.6% | 20.0% | +1.38 pp |
| David Rolfe | TSM | 9.0% | 10.4% | +1.37 pp |
| Polen Capital Management | CSGP | 3.5% | 2.1% | -1.37 pp |
| Chuck Akre | MCO | 8.9% | 10.3% | +1.37 pp |
| Stephen Mandel | APP | 4.6% | 3.3% | -1.36 pp |
| Christopher Bloomstran | KGC | 5.5% | 4.1% | -1.36 pp |
| Jensen Investment Management | MSI | 1.4% | 2.8% | +1.36 pp |
| Prem Watsa | UA | 6.5% | 5.2% | -1.36 pp |
| Seth Klarman | UNP | 7.3% | 6.0% | -1.36 pp |
| Bruce Berkowitz | BRK-B | 1.6% | 3.0% | +1.35 pp |
| Jensen Investment Management | EFX | 2.8% | 1.4% | -1.35 pp |
| Stephen Mandel | WULF | 2.3% | 3.6% | +1.35 pp |
| Harry Burn | LUV | 2.5% | 3.9% | +1.34 pp |
| Prem Watsa | WEN | 1.2% | 2.5% | +1.34 pp |
| Seth Klarman | LBTYK | 3.1% | 1.7% | -1.34 pp |
| Daniel Loeb | APG | 3.9% | 2.6% | -1.34 pp |
| Triple Frond Partners | GOOG | 10.5% | 9.2% | -1.34 pp |
| Wallace Weitz | ACN | 2.4% | 1.0% | -1.33 pp |
| Robert Vinall | META | 21.8% | 20.4% | -1.32 pp |
| Hillman Capital Management | TROW | 1.6% | 0.3% | -1.32 pp |
| Daniel Loeb | HUT | 2.0% | 3.3% | +1.31 pp |
| Sarah Ketterer | AZN | 17.7% | 19.0% | +1.31 pp |
| Glenn Greenberg | AN | 7.5% | 6.2% | -1.31 pp |
| Jensen Investment Management | IDXX | 0.0% | 1.3% | +1.31 pp |
| Jensen Investment Management | GOOGL | 8.2% | 6.9% | -1.31 pp |
| Ruane Cunniff LP | ACN | 3.1% | 1.7% | -1.31 pp |
| Viking Global Investors | META | 1.7% | 3.0% | +1.30 pp |
| Ruane Cunniff LP | UNH | 3.3% | 4.6% | +1.29 pp |
| Lee Ainslie | PM | 1.1% | 2.4% | +1.29 pp |
| Harry Burn | QCOM | 1.8% | 3.1% | +1.28 pp |
| Stephen Mandel | PFGC | 2.7% | 4.0% | +1.28 pp |
| Lee Ainslie | AMZN | 5.6% | 4.3% | -1.27 pp |
| Leon Cooperman | ET | 8.4% | 7.2% | -1.25 pp |
| Vulcan Value Partners | TDG | 5.7% | 6.9% | +1.25 pp |
| ValueAct Capital | SPOT | 3.0% | 4.3% | +1.25 pp |
| Muhlenkamp | RUSHA | 5.8% | 7.0% | +1.25 pp |
| Greg Alexander | GPI | 47.7% | 46.4% | -1.24 pp |
| David Rolfe | MSFT | 5.7% | 6.9% | +1.24 pp |
| Greenhaven Associates | DHI | 7.8% | 6.6% | -1.24 pp |
| Glenn Greenberg | RYAAY | 4.3% | 5.6% | +1.24 pp |
| Christopher Davis | CVS | 4.0% | 5.3% | +1.24 pp |
| Henry Ellenbogen | OPCH | 2.5% | 1.3% | -1.24 pp |
| William Von Mueffling | ADI | 4.0% | 5.3% | +1.22 pp |
| Terry Smith | WAT | 7.5% | 6.2% | -1.21 pp |
| John Armitage | IBKR | 4.7% | 3.5% | -1.20 pp |
| Samantha McLemore | SDRL | 3.7% | 2.5% | -1.20 pp |
| Dodge & Cox Funds | HUM | 1.1% | 2.3% | +1.19 pp |
| Henry Ellenbogen | Q | 6.0% | 7.2% | +1.19 pp |
| First Eagle Investment Management | TXN | 1.2% | 0.0% | -1.18 pp |
| Muhlenkamp | AEM | 7.4% | 6.2% | -1.18 pp |
| AKO Capital | GE | 5.5% | 6.7% | +1.18 pp |
| David Abrams | CPNG | 5.3% | 4.1% | -1.17 pp |
| David Abrams | ABG | 9.1% | 7.9% | -1.17 pp |
| Prem Watsa | CLF | 6.5% | 5.3% | -1.17 pp |
| Henry Ellenbogen | APG | 6.2% | 5.0% | -1.17 pp |
| Chuck Akre | BN | 11.3% | 10.1% | -1.16 pp |
| David Rolfe | CB | 3.6% | 4.8% | +1.16 pp |
| Mason Hawkins | FDX | 4.3% | 3.2% | -1.16 pp |
| Viking Global Investors | ICE | 2.1% | 1.0% | -1.15 pp |
| Triple Frond Partners | AMZN | 10.3% | 9.2% | -1.15 pp |
| Henry Ellenbogen | MELI | 6.2% | 5.1% | -1.15 pp |
| Bill Miller | NBR | 10.0% | 8.8% | -1.14 pp |
| David Rolfe | V | 5.2% | 6.3% | +1.14 pp |
| Bill & Melinda Gates Foundation Trust | CNI | 16.8% | 18.0% | +1.13 pp |
| Bill Nygren | CHTR | 1.1% | 0.0% | -1.13 pp |
| Greenhaven Associates | LEA | 3.4% | 2.3% | -1.13 pp |
| William Von Mueffling | MSFT | 2.7% | 3.9% | +1.13 pp |
| Carl Icahn | AEP | 1.8% | 0.7% | -1.13 pp |
| Robert Vinall | YUMC | 5.4% | 4.2% | -1.13 pp |
| Howard Marks | GTX | 6.2% | 7.3% | +1.12 pp |
| Pat Dorsey | DHR | 8.8% | 7.6% | -1.12 pp |
| Terry Smith | SYK | 7.8% | 6.7% | -1.12 pp |
| David Rolfe | META | 7.8% | 8.9% | +1.12 pp |
| ValueAct Capital | SSD | 4.2% | 3.1% | -1.11 pp |
| Chase Coleman | SPOT | 3.4% | 2.2% | -1.11 pp |
| Duan Yongping | TSLA | 6.3% | 7.4% | +1.11 pp |
| Muhlenkamp | LYB | 4.0% | 2.9% | -1.10 pp |
| Christopher Davis | AMZN | 3.3% | 4.4% | +1.10 pp |
| Seth Klarman | EXP | 3.3% | 2.2% | -1.10 pp |
| Chase Coleman | META | 7.7% | 6.6% | -1.10 pp |
| Polen Capital Management | UBER | 1.5% | 0.4% | -1.10 pp |
| Jensen Investment Management | AMZN | 5.0% | 6.1% | +1.08 pp |
| Nelson Peltz | SOLV | 13.9% | 15.0% | +1.08 pp |
| Torray Funds | PSX | 3.8% | 2.7% | -1.08 pp |
| Harry Burn | ZBH | 3.2% | 2.1% | -1.08 pp |
| Mason Hawkins | AVTR | 1.4% | 2.4% | +1.08 pp |
| David Abrams | WTW | 4.5% | 3.4% | -1.08 pp |
| Henry Ellenbogen | CVNA | 3.2% | 4.3% | +1.08 pp |
| Torray Funds | CVX | 4.1% | 3.0% | -1.07 pp |
| Triple Frond Partners | META | 7.0% | 5.9% | -1.07 pp |
| David Katz | PG | 0.7% | 1.7% | +1.07 pp |
| Daniel Loeb | LYV | 3.4% | 4.5% | +1.07 pp |
| Polen Capital Management | LLY | 5.8% | 6.9% | +1.07 pp |
| William Von Mueffling | ORCL | 1.3% | 2.3% | +1.07 pp |
| Francis Chou | STLA | 4.8% | 3.7% | -1.06 pp |
| Triple Frond Partners | MA | 9.1% | 8.0% | -1.06 pp |
| Jensen Investment Management | ABT | 3.0% | 1.9% | -1.06 pp |
| Viking Global Investors | SCHW | 3.9% | 2.8% | -1.06 pp |
| Lindsell Train | PEP | 6.3% | 5.3% | -1.05 pp |
| Henry Ellenbogen | XPO | 5.9% | 4.8% | -1.04 pp |
| Francis Chou | SIRI | 4.5% | 5.6% | +1.04 pp |
| Bill Nygren | WBD | 1.2% | 0.2% | -1.04 pp |
| Chris Hohn | GOOG | 5.6% | 6.7% | +1.03 pp |
| Muhlenkamp | AAPL | 4.2% | 5.2% | +1.03 pp |
| Seth Klarman | MOH | 1.7% | 2.7% | +1.02 pp |
| Richard Pzena | CTSH | 4.0% | 3.0% | -1.02 pp |
| Third Avenue Management | ROG | 2.6% | 1.6% | -1.02 pp |
| Viking Global Investors | SHW | 2.8% | 3.8% | +1.01 pp |
| Kahn Brothers Group | DIS | 6.5% | 5.5% | -1.01 pp |
| William Von Mueffling | ENTG | 1.7% | 2.7% | +1.01 pp |
| Mairs & Power Funds | PANW | 0.9% | 1.9% | +1.00 pp |
| First Pacific Advisors | MAR | 1.1% | 0.1% | -1.00 pp |
| ValueAct Capital | TOST | 6.0% | 7.0% | +0.99 pp |
| Henry Ellenbogen | WIX | 1.9% | 0.9% | -0.99 pp |
| Third Avenue Management | HOG | 4.8% | 5.8% | +0.99 pp |
| David Katz | AMAT | 1.8% | 2.8% | +0.99 pp |
| Ruane Cunniff LP | GOOGL | 10.1% | 11.1% | +0.99 pp |
| Leon Cooperman | WSC | 2.3% | 3.3% | +0.98 pp |
| Francois Rochon | MKL | 3.0% | 2.0% | -0.98 pp |
| Howard Marks | TDS | 4.2% | 5.2% | +0.98 pp |
| Ruane Cunniff LP | CACC | 1.0% | 0.1% | -0.97 pp |
| Dodge & Cox Funds | V | 0.0% | 1.0% | +0.97 pp |
| Jensen Investment Management | KLAC | 4.8% | 5.8% | +0.97 pp |
| John Rogers | MAS | 0.4% | 1.3% | +0.97 pp |
| Bill Nygren | COP | 3.1% | 2.1% | -0.97 pp |
| Viking Global Investors | MCD | 3.2% | 2.2% | -0.97 pp |
| Christopher Bloomstran | BRK-B | 14.5% | 15.5% | +0.97 pp |
| Ruane Cunniff LP | SUNB | 5.9% | 5.0% | -0.97 pp |
| John Rogers | AQN | 1.4% | 0.4% | -0.96 pp |
| Vulcan Value Partners | KMX | 2.4% | 1.5% | -0.96 pp |
| Torray Funds | BE | 1.2% | 2.1% | +0.95 pp |
| Yacktman Asset Management | CTSH | 2.5% | 1.5% | -0.95 pp |
| Harry Burn | KD | 1.8% | 0.9% | -0.95 pp |
| David Einhorn | SHC | 0.9% | 1.9% | +0.95 pp |
| David Abrams | SGI | 9.2% | 8.3% | -0.95 pp |
| First Eagle Investment Management | ADP | 1.0% | 1.9% | +0.94 pp |
| Viking Global Investors | IBKR | 0.3% | 1.2% | +0.94 pp |
| Henry Ellenbogen | XMTR | 0.0% | 1.0% | +0.93 pp |
| John Rogers | RLI | 0.6% | 1.5% | +0.93 pp |
| AKO Capital | EFX | 1.4% | 0.5% | -0.93 pp |
| Sarah Ketterer | CTSH | 1.1% | 0.2% | -0.93 pp |
| Lee Ainslie | NVDA | 6.4% | 5.5% | -0.92 pp |
| Howard Marks | TLN | 2.5% | 3.4% | +0.91 pp |
| Viking Global Investors | V | 5.3% | 6.3% | +0.90 pp |
| Lindsell Train | MDLZ | 6.5% | 5.6% | -0.90 pp |
| First Eagle Investment Management | EXPD | 1.4% | 0.5% | -0.90 pp |
| Prem Watsa | ATS | 3.6% | 2.7% | -0.90 pp |
| David Einhorn | DHT | 3.0% | 2.1% | -0.89 pp |
| Daniel Loeb | UNP | 1.2% | 2.0% | +0.89 pp |
| Chuck Akre | ABNB | 4.2% | 3.3% | -0.88 pp |
| David Tepper | META | 4.2% | 5.1% | +0.88 pp |
| Viking Global Investors | MDLN | 1.4% | 0.5% | -0.88 pp |
| Leon Cooperman | MIR | 5.1% | 4.2% | -0.88 pp |
| Daniel Loeb | TDG | 1.4% | 2.3% | +0.88 pp |
| Stephen Mandel | MDLN | 4.2% | 5.1% | +0.87 pp |
| Jensen Investment Management | AVGO | 2.7% | 3.6% | +0.87 pp |
| Steven Check | SIRI | 4.2% | 5.1% | +0.87 pp |
| Wallace Weitz | HEI-A | 2.8% | 3.7% | +0.87 pp |
| William Von Mueffling | V | 3.5% | 4.3% | +0.86 pp |
| Nelson Peltz | IVZ | 1.9% | 1.0% | -0.86 pp |
| Howard Marks | TAC | 2.0% | 1.1% | -0.85 pp |
| AKO Capital | V | 7.0% | 7.9% | +0.85 pp |
| First Pacific Advisors | CMCSA | 3.5% | 2.7% | -0.85 pp |
| Lindsell Train | EBAY | 5.6% | 4.7% | -0.85 pp |
| Francois Rochon | IBP | 3.9% | 3.1% | -0.85 pp |
| Ruane Cunniff LP | ELV | 6.7% | 5.9% | -0.85 pp |
| Henry Ellenbogen | DASH | 6.6% | 7.5% | +0.84 pp |
| Henry Ellenbogen | AFRM | 2.7% | 3.5% | +0.84 pp |
| David Tepper | LRCX | 1.4% | 2.2% | +0.84 pp |
| John Rogers | CLB | 2.5% | 1.6% | -0.84 pp |
| Viking Global Investors | MSFT | 2.4% | 1.6% | -0.84 pp |
| Valley Forge Capital Management | INTU | 2.4% | 1.6% | -0.84 pp |
| Bill Nygren | MPC | 0.9% | 0.1% | -0.84 pp |
| Leon Cooperman | PLGO | 5.0% | 5.8% | +0.84 pp |
| Ruane Cunniff LP | SAP | 2.1% | 3.0% | +0.83 pp |
| Jensen Investment Management | INTU | 0.9% | 0.0% | -0.83 pp |
| Lindsell Train | PYPL | 6.0% | 5.2% | -0.83 pp |
| David Tepper | NRG | 4.3% | 3.4% | -0.83 pp |
| Kahn Brothers Group | PTEN | 3.2% | 2.4% | -0.83 pp |
| Muhlenkamp | CE | 3.7% | 2.8% | -0.83 pp |
| Yacktman Asset Management | UHAL-B | 3.6% | 4.4% | +0.82 pp |
| Viking Global Investors | CB | 1.2% | 0.4% | -0.81 pp |
| Viking Global Investors | GM | 1.9% | 1.1% | -0.81 pp |
| Samantha McLemore | QXO | 4.9% | 4.1% | -0.81 pp |
| Abrams Bison Investments | COF | 3.4% | 4.2% | +0.81 pp |
| ValueAct Capital | WIX | 1.6% | 0.8% | -0.81 pp |
| Mason Hawkins | SN | 1.3% | 0.5% | -0.80 pp |
| Arnold Van Den Berg | EQT | 3.3% | 2.5% | -0.80 pp |
| Torray Funds | TXN | 3.5% | 2.6% | -0.80 pp |
| David Einhorn | PCG | 3.7% | 2.9% | -0.80 pp |
| Leon Cooperman | GEHC | 1.6% | 2.4% | +0.80 pp |
| Dodge & Cox Funds | OXY | 2.6% | 1.9% | -0.80 pp |
| Mason Hawkins | TRIP | 2.4% | 1.6% | -0.80 pp |
| Muhlenkamp | RGLD | 5.9% | 5.1% | -0.80 pp |
| Dodge & Cox Funds | TMO | 0.0% | 0.8% | +0.80 pp |
| Richard Pzena | DG | 2.7% | 3.5% | +0.80 pp |
| Thomas Gayner | GOOG | 6.6% | 7.4% | +0.79 pp |
| Samantha McLemore | UAL | 2.5% | 3.3% | +0.79 pp |
| Hillman Capital Management | CVS | 3.4% | 4.2% | +0.79 pp |
| Ruane Cunniff LP | SCHW | 7.3% | 6.6% | -0.79 pp |
| Warren Buffett | DAL | 1.0% | 1.8% | +0.79 pp |
| David Tepper | AMZN | 15.2% | 15.9% | +0.79 pp |
| Vulcan Value Partners | TPG | 2.1% | 2.9% | +0.78 pp |
| Bill Nygren | CMCSA | 1.0% | 0.2% | -0.78 pp |
| Christopher Davis | MGM | 4.1% | 4.9% | +0.78 pp |
| David Tepper | AMD | 0.8% | 1.5% | +0.78 pp |
| Muhlenkamp | WAB | 4.2% | 4.9% | +0.78 pp |
| Henry Ellenbogen | AYI | 1.0% | 0.3% | -0.78 pp |
| Lee Ainslie | BSX | 3.1% | 2.3% | -0.77 pp |
| AKO Capital | CSCO | 4.6% | 5.4% | +0.77 pp |
| Bill Nygren | KDP | 3.3% | 4.0% | +0.77 pp |
| Muhlenkamp | NMIH | 3.6% | 4.4% | +0.77 pp |
| Dodge & Cox Funds | FDX | 2.0% | 1.2% | -0.77 pp |
| David Katz | ADP | 0.3% | 1.0% | +0.77 pp |
| Robert Vinall | MSFT | 2.5% | 3.2% | +0.77 pp |
| Samantha McLemore | CHYM | 2.0% | 2.8% | +0.77 pp |
| Bill Nygren | SYY | 1.0% | 1.8% | +0.76 pp |
| Muhlenkamp | BGC | 3.7% | 4.5% | +0.76 pp |
| Hillman Capital Management | BAX | 2.9% | 3.6% | +0.76 pp |
| Bill Nygren | EOG | 0.8% | 0.0% | -0.76 pp |
| Chase Coleman | CPAY | 2.2% | 3.0% | +0.76 pp |
| First Pacific Advisors | META | 5.6% | 4.8% | -0.76 pp |
| Thomas Russo | GOOG | 11.3% | 12.1% | +0.75 pp |
| AKO Capital | MA | 1.5% | 2.3% | +0.75 pp |
| Francois Rochon | ADI | 2.0% | 1.2% | -0.75 pp |
| John Armitage | MA | 2.5% | 1.8% | -0.74 pp |
| Richard Pzena | CRBG | 2.1% | 2.8% | +0.74 pp |
| Arnold Van Den Berg | FANG | 3.8% | 3.0% | -0.74 pp |
| Polen Capital Management | GOOG | 5.8% | 6.6% | +0.74 pp |
| Robert Vinall | CVNA | 31.1% | 30.3% | -0.74 pp |
| Christopher Davis | TSN | 3.9% | 3.1% | -0.74 pp |
| Muhlenkamp | BRK-B | 4.8% | 5.6% | +0.74 pp |
| Ruane Cunniff LP | TECH | 2.9% | 3.7% | +0.74 pp |
| Mairs & Power Funds | GOOG | 4.7% | 5.5% | +0.73 pp |
| David Einhorn | BHF | 5.3% | 4.6% | -0.73 pp |
| ValueAct Capital | BLK | 9.2% | 9.9% | +0.73 pp |
| Richard Pzena | C | 3.0% | 2.3% | -0.73 pp |
| Bill Nygren | MRSH | 1.2% | 1.9% | +0.73 pp |
| First Eagle Investment Management | TSM | 2.2% | 3.0% | +0.73 pp |
| Viking Global Investors | WAT | 1.0% | 1.8% | +0.73 pp |
| Bill Miller | UPBD | 0.6% | 1.3% | +0.73 pp |
| Yacktman Asset Management | PEP | 4.2% | 3.5% | -0.73 pp |
| Guy Spier | AXP | 14.5% | 15.3% | +0.73 pp |
| Christopher Davis | UNH | 1.6% | 2.3% | +0.72 pp |
| David Rolfe | AAPL | 7.1% | 7.8% | +0.72 pp |
| Duan Yongping | OXY | 3.3% | 2.6% | -0.72 pp |
| Lindsell Train | MANU | 1.7% | 2.4% | +0.72 pp |
| Prem Watsa | HP | 2.2% | 1.5% | -0.72 pp |
| Arnold Van Den Berg | COP | 1.3% | 0.5% | -0.72 pp |
| Yacktman Asset Management | COP | 2.8% | 2.1% | -0.72 pp |
| AKO Capital | AMZN | 7.1% | 6.3% | -0.72 pp |
| Thomas Gayner | CAT | 1.9% | 2.7% | +0.71 pp |
| Harry Burn | OC | 2.1% | 2.9% | +0.71 pp |
| Francois Rochon | META | 6.4% | 5.7% | -0.71 pp |
| Pat Dorsey | SPGI | 7.5% | 8.3% | +0.71 pp |
| Howard Marks | EXE | 13.3% | 12.6% | -0.71 pp |
| Richard Pzena | TSN | 3.6% | 2.9% | -0.71 pp |
| Viking Global Investors | ATI | 1.4% | 0.6% | -0.71 pp |
| Bill Miller | CHRD | 2.6% | 1.9% | -0.71 pp |
| Tweedy Browne | GOOGL | 4.5% | 3.8% | -0.71 pp |
| Wallace Weitz | V | 5.6% | 6.3% | +0.70 pp |
| AKO Capital | ADI | 6.4% | 5.7% | -0.70 pp |
| Howard Marks | CX | 0.7% | 0.0% | -0.70 pp |
| Christopher Bloomstran | DINO | 2.7% | 2.0% | -0.70 pp |
| Arnold Van Den Berg | INTU | 0.7% | 1.4% | +0.70 pp |
| Warren Buffett | KO | 11.6% | 10.9% | -0.70 pp |
| Guy Spier | DJCO | 4.1% | 4.8% | +0.70 pp |
| David Einhorn | FLR | 6.9% | 6.2% | -0.70 pp |
| Mairs & Power Funds | NVT | 2.5% | 3.2% | +0.70 pp |
| ValueAct Capital | LYV | 1.7% | 1.0% | -0.69 pp |
| First Eagle Investment Management | GOOG | 3.6% | 4.3% | +0.69 pp |
| Henry Ellenbogen | FOUR | 2.8% | 2.1% | -0.68 pp |
| Thomas Russo | DASH | 1.8% | 2.5% | +0.68 pp |
| David Tepper | BIDU | 1.3% | 2.0% | +0.68 pp |
| Bill Miller | ITRN | 2.6% | 1.9% | -0.68 pp |
| Sarah Ketterer | G | 0.9% | 0.2% | -0.68 pp |
| Torray Funds | MS | 0.7% | 0.1% | -0.68 pp |
| Francis Chou | BABA | 2.5% | 1.9% | -0.67 pp |
| Guy Spier | BRK-B | 34.6% | 33.9% | -0.67 pp |
| Polen Capital Management | SHOP | 5.2% | 4.5% | -0.67 pp |
| Francois Rochon | GOOG | 6.5% | 7.2% | +0.67 pp |
| Mairs & Power Funds | MSFT | 7.3% | 6.7% | -0.67 pp |
| Yacktman Asset Management | FOX | 3.9% | 3.3% | -0.67 pp |
| David Abrams | META | 4.0% | 3.3% | -0.67 pp |
| Sarah Ketterer | ALK | 1.1% | 1.8% | +0.67 pp |
| Viking Global Investors | ADPT | 1.2% | 1.8% | +0.67 pp |
| Francois Rochon | HEI-A | 5.7% | 6.4% | +0.67 pp |
| AKO Capital | CP | 4.2% | 4.9% | +0.67 pp |
| Mairs & Power Funds | GGG | 3.3% | 2.6% | -0.67 pp |
| Dodge & Cox Funds | CVS | 2.0% | 2.7% | +0.67 pp |
| John Armitage | FERG | 1.6% | 2.3% | +0.67 pp |
| Polen Capital Management | NOW | 5.3% | 4.6% | -0.67 pp |
| Bill Miller | MSTR | 1.7% | 1.0% | -0.66 pp |
| Chris Hohn | CP | 8.1% | 7.4% | -0.66 pp |
| Henry Ellenbogen | ENTG | 1.2% | 0.5% | -0.66 pp |
| Bill Nygren | ELV | 1.9% | 2.5% | +0.66 pp |
| Henry Ellenbogen | AUR | 0.1% | 0.7% | +0.66 pp |
| Vulcan Value Partners | GOOG | 5.1% | 5.8% | +0.66 pp |
| Arnold Van Den Berg | CRK | 1.9% | 1.3% | -0.66 pp |
| Torray Funds | AVGO | 4.5% | 5.2% | +0.66 pp |
| Richard Pzena | CDW | 0.4% | 1.1% | +0.65 pp |
| Warren Buffett | KR | 1.4% | 0.7% | -0.65 pp |
| Francois Rochon | RMD | 1.9% | 2.5% | +0.65 pp |
| Kahn Brothers Group | PFE | 2.4% | 1.8% | -0.65 pp |
| Duan Yongping | CRDO | 0.4% | 1.0% | +0.65 pp |
| Seth Klarman | AON | 4.9% | 4.2% | -0.65 pp |
| Sarah Ketterer | TSM | 2.1% | 2.8% | +0.64 pp |
| Mason Hawkins | CNX | 7.6% | 8.3% | +0.64 pp |
| Arnold Van Den Berg | UNH | 1.8% | 2.4% | +0.64 pp |
| Harry Burn | GEHC | 2.8% | 2.2% | -0.64 pp |
| Lee Ainslie | SWX | 2.1% | 1.5% | -0.64 pp |
| Chuck Akre | V | 8.1% | 7.5% | -0.64 pp |
| First Eagle Investment Management | ELV | 2.1% | 2.7% | +0.63 pp |
| Howard Marks | B | 2.5% | 3.1% | +0.63 pp |
| Dennis Hong | CEG | 2.4% | 3.0% | +0.63 pp |
| John Armitage | DVN | 3.6% | 3.0% | -0.63 pp |
| Viking Global Investors | APD | 3.3% | 4.0% | +0.63 pp |
| William Von Mueffling | LYV | 2.5% | 3.1% | +0.63 pp |
| Wallace Weitz | CSGP | 1.5% | 0.8% | -0.63 pp |
| Greg Alexander | EQH | 29.8% | 30.4% | +0.62 pp |
| Howard Marks | KRC | 1.2% | 1.8% | +0.62 pp |
| Yacktman Asset Management | GOOG | 4.3% | 4.9% | +0.62 pp |
| Hillman Capital Management | PFE | 3.7% | 3.0% | -0.62 pp |
| John Rogers | CRL | 2.8% | 3.4% | +0.62 pp |
| Dodge & Cox Funds | CHTR | 1.7% | 1.1% | -0.62 pp |
| John Armitage | AWI | 0.8% | 1.4% | +0.61 pp |
| Richard Pzena | DOX | 2.7% | 2.1% | -0.61 pp |
| Samantha McLemore | CVS | 3.6% | 4.2% | +0.61 pp |
| Sarah Ketterer | BABA | 1.6% | 1.0% | -0.61 pp |
| Triple Frond Partners | TRU | 5.9% | 5.3% | -0.61 pp |
| Lee Ainslie | DKS | 2.4% | 3.0% | +0.61 pp |
| Prem Watsa | CVS | 10.0% | 10.6% | +0.60 pp |
| John Rogers | ZBRA | 1.8% | 2.4% | +0.60 pp |
| Robert Vinall | IBKR | 13.4% | 12.8% | -0.60 pp |
| Polen Capital Management | ORCL | 5.1% | 4.5% | -0.60 pp |
| Dodge & Cox Funds | ROP | 0.7% | 1.3% | +0.60 pp |
| Polen Capital Management | AVGO | 5.8% | 6.4% | +0.60 pp |
| Viking Global Investors | COF | 0.8% | 0.2% | -0.60 pp |
| William Von Mueffling | CME | 2.7% | 2.1% | -0.60 pp |
| Harry Burn | SW | 2.0% | 2.6% | +0.60 pp |
| Howard Marks | AERO | 1.3% | 1.9% | +0.60 pp |
| Harry Burn | CSX | 2.8% | 2.2% | -0.60 pp |
| Lee Ainslie | NTRA | 2.7% | 3.3% | +0.60 pp |
| First Pacific Advisors | GOOGL | 6.9% | 6.3% | -0.60 pp |
| Bryan Lawrence | GOOG | 15.0% | 15.6% | +0.60 pp |
| Samantha McLemore | CROX | 2.6% | 3.2% | +0.60 pp |
| Arnold Van Den Berg | QCOM | 1.8% | 2.4% | +0.59 pp |
| Mason Hawkins | ACMR | 1.5% | 0.9% | -0.59 pp |
| David Rolfe | TOL | 2.5% | 3.1% | +0.59 pp |
| Robert Vinall | GOOGL | 2.4% | 3.0% | +0.59 pp |
| Yacktman Asset Management | OLN | 1.6% | 1.0% | -0.59 pp |
| Li Lu | CROX | 2.3% | 2.9% | +0.59 pp |
| Abrams Bison Investments | NYT | 5.1% | 4.5% | -0.58 pp |
| Lee Ainslie | GLW | 0.6% | 0.0% | -0.58 pp |
| Christopher Davis | TXN | 2.5% | 3.1% | +0.58 pp |
| Greenhaven Associates | NOV | 1.8% | 1.2% | -0.58 pp |
| First Eagle Investment Management | IMO | 3.1% | 2.5% | -0.58 pp |
| Richard Pzena | LKQ | 0.6% | 1.2% | +0.58 pp |
| David Katz | MSFT | 5.8% | 5.2% | -0.57 pp |
| Dodge & Cox Funds | NSC | 1.0% | 0.4% | -0.57 pp |
| Bill Nygren | GOOG | 0.3% | 0.9% | +0.57 pp |
| Dodge & Cox Funds | GS | 0.6% | 0.1% | -0.57 pp |
| Chase Coleman | SE | 5.6% | 5.0% | -0.57 pp |
| William Von Mueffling | ICE | 3.1% | 2.5% | -0.57 pp |
| David Einhorn | STUB | 0.8% | 1.4% | +0.57 pp |
| David Rolfe | CPRT | 3.2% | 2.6% | -0.57 pp |
| Dodge & Cox Funds | UNH | 1.4% | 2.0% | +0.57 pp |
| Richard Pzena | BAX | 3.5% | 4.1% | +0.57 pp |
| Steven Check | LKQ | 3.5% | 2.9% | -0.57 pp |
| Bill Nygren | DAL | 1.6% | 2.2% | +0.56 pp |
| Wallace Weitz | TXN | 2.2% | 1.6% | -0.56 pp |
| Ruane Cunniff LP | GOOG | 4.5% | 5.1% | +0.56 pp |
| Chris Hohn | V | 20.4% | 19.8% | -0.56 pp |
| David Katz | NEE | 2.3% | 1.7% | -0.56 pp |
| Josh Tarasoff | AMZN | 18.9% | 18.3% | -0.56 pp |
| Samantha McLemore | BIIB | 2.6% | 2.0% | -0.56 pp |
| Samantha McLemore | COIN | 2.8% | 2.2% | -0.56 pp |
| Sarah Ketterer | BP | 0.6% | 0.0% | -0.56 pp |
| Viking Global Investors | LII | 2.0% | 2.6% | +0.56 pp |
| Ruane Cunniff LP | META | 1.9% | 1.4% | -0.56 pp |
| Third Avenue Management | UHAL-B | 2.1% | 2.6% | +0.56 pp |
| Arnold Van Den Berg | PR | 2.5% | 2.0% | -0.56 pp |
| Dennis Hong | FWONK | 6.4% | 7.0% | +0.56 pp |
| Third Avenue Management | BCC | 6.9% | 7.5% | +0.55 pp |
| Bill Nygren | EQH | 0.0% | 0.6% | +0.55 pp |
| Carl Icahn | UAN | 6.2% | 5.6% | -0.55 pp |
| Torray Funds | KLAC | 1.0% | 1.5% | +0.55 pp |
| Chuck Akre | NOW | 1.9% | 2.4% | +0.55 pp |
| Samantha McLemore | C | 6.0% | 6.5% | +0.55 pp |
| Kahn Brothers Group | GOOG | 6.2% | 6.8% | +0.55 pp |
| Bill Nygren | COF | 2.5% | 3.1% | +0.55 pp |
| Polen Capital Management | MSFT | 7.3% | 6.7% | -0.55 pp |
| Bryan Lawrence | LEN | 4.5% | 4.0% | -0.54 pp |
| Ruane Cunniff LP | CHTR | 0.5% | 0.0% | -0.54 pp |
| Jensen Investment Management | SHW | 4.0% | 4.5% | +0.54 pp |
| John Rogers | PBH | 2.8% | 2.3% | -0.54 pp |
| Mairs & Power Funds | ENTG | 1.6% | 2.1% | +0.54 pp |
| Lee Ainslie | NU | 3.8% | 4.3% | +0.54 pp |
| Christopher Bloomstran | DG | 9.2% | 8.7% | -0.53 pp |
| Hillman Capital Management | NKE | 2.9% | 2.3% | -0.53 pp |
| Bill & Melinda Gates Foundation Trust | WMT | 3.3% | 2.8% | -0.53 pp |
| Christopher Bloomstran | DLTR | 6.7% | 7.2% | +0.53 pp |
| Francis Chou | SYF | 7.3% | 7.8% | +0.53 pp |
| Ruane Cunniff LP | AMTM | 0.7% | 0.2% | -0.53 pp |
| Christopher Davis | META | 4.5% | 4.0% | -0.53 pp |
| Francis Chou | ALLY | 4.3% | 4.8% | +0.53 pp |
| Muhlenkamp | EQT | 6.7% | 6.2% | -0.53 pp |
| David Katz | GNRC | 2.0% | 2.5% | +0.53 pp |
| Wallace Weitz | CRM | 1.1% | 0.5% | -0.53 pp |
| Chase Coleman | MSFT | 4.1% | 3.5% | -0.53 pp |
| Vulcan Value Partners | EG | 11.8% | 11.3% | -0.53 pp |
| AKO Capital | LIN | 1.3% | 0.8% | -0.52 pp |
| Daniel Loeb | ASML | 0.8% | 1.3% | +0.52 pp |
| Dodge & Cox Funds | NVS | 0.6% | 0.1% | -0.52 pp |
| Chuck Akre | ROP | 7.3% | 7.8% | +0.52 pp |
| Yacktman Asset Management | NOC | 1.8% | 1.2% | -0.52 pp |
| Torray Funds | CMCSA | 2.3% | 2.9% | +0.52 pp |
| Yacktman Asset Management | BRBR | 0.3% | 0.8% | +0.52 pp |
| Bill Miller | VZ | 2.2% | 1.7% | -0.52 pp |
| Bill Nygren | BAC | 1.2% | 1.8% | +0.52 pp |
| Samantha McLemore | ET | 4.4% | 3.9% | -0.52 pp |
| Samantha McLemore | GOOGL | 5.7% | 6.2% | +0.52 pp |
| Bill & Melinda Gates Foundation Trust | FDX | 2.7% | 2.2% | -0.51 pp |
| Guy Spier | MA | 14.8% | 14.3% | -0.51 pp |
| Hillman Capital Management | VZ | 2.3% | 1.8% | -0.51 pp |
| Henry Ellenbogen | CLH | 3.1% | 2.6% | -0.51 pp |
| Chase Coleman | AMZN | 9.1% | 9.6% | +0.51 pp |
| Jensen Investment Management | MA | 4.8% | 4.3% | -0.51 pp |
| Lee Ainslie | V | 2.8% | 2.3% | -0.51 pp |
| Muhlenkamp | EQX | 2.0% | 1.5% | -0.51 pp |
| Stephen Mandel | MTZ | 3.9% | 3.4% | -0.51 pp |
| John Rogers | NVST | 3.1% | 2.6% | -0.51 pp |
| Greg Alexander | MNDY | 5.3% | 4.8% | -0.50 pp |
| Leon Cooperman | KBR | 2.6% | 2.1% | -0.50 pp |
| Glenn Greenberg | LEN | 5.2% | 4.7% | -0.50 pp |
| Henry Ellenbogen | WRBY | 1.4% | 1.9% | +0.50 pp |
| First Eagle Investment Management | WPM | 3.1% | 2.6% | -0.50 pp |
| Stephen Mandel | NU | 4.4% | 3.9% | -0.50 pp |
| Josh Tarasoff | TRUP | 5.8% | 5.3% | -0.49 pp |
| Leon Cooperman | RKT | 9.8% | 9.3% | -0.49 pp |
| Dennis Hong | CPNG | 6.4% | 6.9% | +0.49 pp |
| Richard Pzena | BMY | 3.4% | 2.9% | -0.49 pp |
| Henry Ellenbogen | VSEC | 2.7% | 2.2% | -0.49 pp |
| Greenhaven Associates | DNOW | 0.2% | 0.7% | +0.49 pp |
| Nelson Peltz | WEN | 5.5% | 6.0% | +0.49 pp |
| Samantha McLemore | ILMN | 2.5% | 2.0% | -0.49 pp |
| David Katz | PEP | 3.4% | 3.0% | -0.49 pp |
| Bill Miller | QUAD | 4.6% | 5.1% | +0.48 pp |
| ValueAct Capital | KKR | 5.3% | 5.8% | +0.48 pp |
| John Rogers | MIDD | 2.3% | 2.8% | +0.48 pp |
| First Eagle Investment Management | HCA | 2.6% | 2.1% | -0.48 pp |
| Francis Chou | JEF | 3.0% | 3.4% | +0.48 pp |
| Prem Watsa | PFE | 1.4% | 1.0% | -0.48 pp |
| Viking Global Investors | JPM | 2.2% | 2.7% | +0.48 pp |
| Mairs & Power Funds | LLY | 3.1% | 3.5% | +0.48 pp |
| Triple Frond Partners | LYV | 3.7% | 3.2% | -0.48 pp |
| Glenn Greenberg | FNF | 4.0% | 3.5% | -0.48 pp |
| Bill Nygren | ICE | 3.4% | 3.0% | -0.48 pp |
| David Katz | ACN | 0.6% | 0.1% | -0.48 pp |
| First Eagle Investment Management | CHRW | 1.6% | 1.1% | -0.48 pp |
| Viking Global Investors | TMO | 2.3% | 2.8% | +0.48 pp |
| Third Avenue Management | BN | 3.2% | 2.7% | -0.47 pp |
| Carl Icahn | IFF | 3.6% | 4.1% | +0.47 pp |
| Mason Hawkins | EDU | 1.5% | 1.0% | -0.47 pp |
| Wallace Weitz | IEX | 3.5% | 4.0% | +0.47 pp |
| Vulcan Value Partners | ELV | 2.3% | 1.8% | -0.47 pp |
| Thomas Gayner | TXN | 1.2% | 1.6% | +0.47 pp |
| David Tepper | QCOM | 1.1% | 0.6% | -0.46 pp |
| First Eagle Investment Management | CHTR | 1.3% | 0.8% | -0.46 pp |
| Viking Global Investors | HD | 0.5% | 0.9% | +0.46 pp |
| David Rolfe | MSI | 6.1% | 5.6% | -0.46 pp |
| Vulcan Value Partners | LFUS | 0.7% | 0.2% | -0.46 pp |
| Jensen Investment Management | WM | 3.0% | 3.4% | +0.46 pp |
| Samantha McLemore | FISV | 2.0% | 1.6% | -0.46 pp |
| Bruce Berkowitz | BRK-A | 0.1% | 0.6% | +0.46 pp |
| Chase Coleman | CHYM | 0.9% | 0.5% | -0.46 pp |
| Mairs & Power Funds | JNJ | 1.4% | 1.0% | -0.46 pp |
| Dodge & Cox Funds | GSK | 1.8% | 1.3% | -0.46 pp |
| Kahn Brothers Group | SEG | 3.4% | 3.9% | +0.45 pp |
| Samantha McLemore | META | 3.6% | 3.2% | -0.45 pp |
| Viking Global Investors | SE | 1.1% | 1.5% | +0.45 pp |
| First Eagle Investment Management | AEM | 1.8% | 1.3% | -0.45 pp |
| Samantha McLemore | GM | 2.1% | 1.6% | -0.45 pp |
| First Pacific Advisors | GOOG | 5.5% | 5.9% | +0.45 pp |
| Mairs & Power Funds | WFC | 1.1% | 0.7% | -0.45 pp |
| David Katz | LMT | 1.8% | 1.4% | -0.45 pp |
| William Von Mueffling | A | 2.1% | 2.5% | +0.45 pp |
| Yacktman Asset Management | FANG | 2.6% | 2.2% | -0.44 pp |
| Greenhaven Associates | BAX | 4.0% | 3.5% | -0.44 pp |
| Yacktman Asset Management | INGR | 2.2% | 1.7% | -0.44 pp |
| First Pacific Advisors | BDX | 4.4% | 4.0% | -0.44 pp |
| David Einhorn | LBTYA | 1.9% | 1.4% | -0.44 pp |
| Josh Tarasoff | TSLA | 5.9% | 5.5% | -0.44 pp |
| David Einhorn | CPRI | 2.7% | 2.3% | -0.43 pp |
| Bill Miller | ABR | 1.2% | 0.8% | -0.43 pp |
| Seth Klarman | TFX | 3.7% | 3.3% | -0.43 pp |
| Third Avenue Management | PLD | 2.7% | 2.3% | -0.43 pp |
| First Pacific Advisors | BAX | 1.6% | 2.0% | +0.43 pp |
| Bruce Berkowitz | OZK | 2.8% | 3.2% | +0.43 pp |
| Leon Cooperman | APO | 4.9% | 4.5% | -0.43 pp |
| Hillman Capital Management | ORCL | 1.6% | 1.2% | -0.43 pp |
| Li Lu | TME | 1.9% | 1.5% | -0.42 pp |
| Torray Funds | PEP | 3.1% | 2.7% | -0.42 pp |
| Thomas Russo | JPM | 0.5% | 0.1% | -0.42 pp |
| Mairs & Power Funds | VZ | 1.7% | 1.3% | -0.42 pp |
| Wallace Weitz | MSFT | 4.4% | 4.0% | -0.42 pp |
| Christopher Davis | GOOGL | 4.1% | 4.5% | +0.42 pp |
| David Tepper | VST | 5.1% | 4.7% | -0.42 pp |
| Arnold Van Den Berg | SWK | 1.5% | 1.9% | +0.42 pp |
| Li Lu | EWBC | 9.3% | 9.7% | +0.42 pp |
| Hillman Capital Management | AKAM | 1.8% | 1.4% | -0.42 pp |
| Leon Cooperman | ASH | 3.1% | 3.5% | +0.42 pp |
| Seth Klarman | HLF | 2.7% | 2.2% | -0.42 pp |
| Yacktman Asset Management | RS | 2.8% | 3.2% | +0.42 pp |
| Kahn Brothers Group | MRK | 4.8% | 4.4% | -0.42 pp |
| First Eagle Investment Management | NEM | 2.2% | 1.8% | -0.41 pp |
| Sarah Ketterer | LYV | 1.0% | 1.4% | +0.41 pp |
| John Rogers | MANU | 1.7% | 2.1% | +0.41 pp |
| Vulcan Value Partners | ITRN | 0.6% | 0.2% | -0.41 pp |
| Mairs & Power Funds | TSM | 1.7% | 2.1% | +0.41 pp |
| Duan Yongping | MSFT | 1.9% | 1.5% | -0.41 pp |
| Lee Ainslie | RTX | 3.1% | 2.7% | -0.41 pp |
| First Pacific Advisors | AON | 3.2% | 2.8% | -0.41 pp |
| Harry Burn | OMC | 2.1% | 2.5% | +0.41 pp |
| Torray Funds | PFE | 3.2% | 2.8% | -0.41 pp |
| Vulcan Value Partners | IQV | 1.1% | 1.5% | +0.41 pp |
| Harry Burn | VST | 2.4% | 2.8% | +0.40 pp |
| David Katz | CMCSA | 2.4% | 2.0% | -0.40 pp |
| Polen Capital Management | ISRG | 1.9% | 1.5% | -0.40 pp |
| Howard Marks | TEO | 0.4% | 0.0% | -0.40 pp |
| Thomas Russo | MLM | 5.0% | 4.6% | -0.40 pp |
| Chase Coleman | XYZ | 1.1% | 1.4% | +0.40 pp |
| Mairs & Power Funds | JPM | 3.2% | 2.8% | -0.40 pp |
| Yacktman Asset Management | STT | 1.5% | 1.9% | +0.39 pp |
| Arnold Van Den Berg | SLB | 2.0% | 1.6% | -0.39 pp |
| First Eagle Investment Management | FNV | 2.2% | 1.8% | -0.39 pp |
| Third Avenue Management | ICFI | 0.8% | 1.2% | +0.39 pp |
| Yacktman Asset Management | LHX | 1.9% | 1.5% | -0.39 pp |
| Dodge & Cox Funds | SUI | 1.0% | 0.6% | -0.39 pp |
| Bill Nygren | ICLR | 0.6% | 1.0% | +0.39 pp |
| John Rogers | REZI | 2.3% | 1.9% | -0.39 pp |
| Warren Buffett | DVA | 1.8% | 2.1% | +0.39 pp |
| Samantha McLemore | PLAY | 0.5% | 0.1% | -0.39 pp |
| Thomas Russo | MA | 9.1% | 8.8% | -0.39 pp |
| Bill Miller | BFH | 3.8% | 3.4% | -0.39 pp |
| David Katz | TGT | 1.6% | 1.2% | -0.39 pp |
| Hillman Capital Management | STZ | 2.0% | 1.6% | -0.38 pp |
| John Rogers | FAF | 2.6% | 2.2% | -0.38 pp |
| Mason Hawkins | RYN | 10.9% | 10.5% | -0.38 pp |
| Tweedy Browne | JNJ | 4.3% | 3.9% | -0.38 pp |
| Howard Marks | LILAK | 1.2% | 1.6% | +0.38 pp |
| Christopher Davis | TECK | 2.5% | 2.1% | -0.38 pp |
| Lee Ainslie | ROIV | 0.5% | 0.9% | +0.38 pp |
| Christopher Bloomstran | DECK | 7.9% | 7.5% | -0.38 pp |
| First Pacific Advisors | FERG | 2.7% | 2.3% | -0.38 pp |
| Tweedy Browne | UHAL-B | 1.6% | 2.0% | +0.38 pp |
| Richard Pzena | SWKS | 2.8% | 3.2% | +0.38 pp |
| Richard Pzena | SHEL | 1.0% | 0.6% | -0.38 pp |
| Samantha McLemore | JD | 1.5% | 1.2% | -0.38 pp |
| Christopher Davis | OC | 1.0% | 1.4% | +0.38 pp |
| Harry Burn | MDT | 2.4% | 2.0% | -0.38 pp |
| David Tepper | GOOG | 8.4% | 8.7% | +0.37 pp |
| First Eagle Investment Management | MSFT | 0.8% | 1.2% | +0.37 pp |
| Bryan Lawrence | TDG | 12.4% | 12.0% | -0.37 pp |
| Glenn Greenberg | SLM | 7.2% | 7.6% | +0.37 pp |
| Torray Funds | OKE | 3.2% | 2.8% | -0.36 pp |
| John Rogers | SPHR | 3.2% | 2.9% | -0.36 pp |
| John Rogers | LAZ | 2.8% | 2.4% | -0.36 pp |
| Lee Ainslie | RGEN | 2.1% | 2.4% | +0.36 pp |
| Richard Pzena | CVS | 3.2% | 3.6% | +0.36 pp |
| Arnold Van Den Berg | ELV | 1.9% | 2.2% | +0.36 pp |
| Yacktman Asset Management | EOG | 2.4% | 2.0% | -0.36 pp |
| Arnold Van Den Berg | GNRC | 1.0% | 1.4% | +0.36 pp |
| Richard Pzena | MBC | 0.1% | 0.5% | +0.36 pp |
| Bill Nygren | ABNB | 3.2% | 3.6% | +0.36 pp |
| Steven Check | HSY | 2.5% | 2.1% | -0.36 pp |
| Viking Global Investors | MAA | 1.6% | 2.0% | +0.36 pp |
| Yacktman Asset Management | LMT | 1.7% | 1.4% | -0.36 pp |
| Leon Cooperman | COF | 2.2% | 2.6% | +0.36 pp |
| Arnold Van Den Berg | TKR | 1.4% | 1.7% | +0.36 pp |
| Bill Nygren | IQV | 2.8% | 3.1% | +0.36 pp |
| Chase Coleman | RDDT | 1.5% | 1.8% | +0.36 pp |
| David Einhorn | VTRS | 0.8% | 1.1% | +0.36 pp |
| Lee Ainslie | CPT | 2.1% | 1.8% | -0.36 pp |
| Ruane Cunniff LP | ALGN | 3.4% | 3.1% | -0.36 pp |
| Warren Buffett | MCO | 4.1% | 3.7% | -0.36 pp |
| Dodge & Cox Funds | AMZN | 1.7% | 2.1% | +0.36 pp |
| Arnold Van Den Berg | ILMN | 1.3% | 1.6% | +0.35 pp |
| David Einhorn | PENN | 2.8% | 3.2% | +0.35 pp |
| Wallace Weitz | AMZN | 3.2% | 3.6% | +0.35 pp |
| Third Avenue Management | UMBF | 1.4% | 1.8% | +0.35 pp |
| Bill Nygren | CRM | 3.7% | 3.4% | -0.35 pp |
| Henry Ellenbogen | PRVA | 2.6% | 2.9% | +0.35 pp |
| Torray Funds | TSM | 1.3% | 1.7% | +0.35 pp |
| Carl Icahn | CTRI | 4.9% | 5.2% | +0.35 pp |
| Mason Hawkins | FIS | 1.9% | 1.6% | -0.35 pp |
| Vulcan Value Partners | NICE | 1.7% | 1.3% | -0.35 pp |
| Christopher Davis | QSR | 1.2% | 0.9% | -0.35 pp |
| Hillman Capital Management | BMY | 2.2% | 1.9% | -0.35 pp |
| Third Avenue Management | KALU | 0.6% | 0.9% | +0.35 pp |
| John Rogers | KMT | 0.4% | 0.0% | -0.35 pp |
| Thomas Gayner | BRK-A | 6.7% | 6.4% | -0.35 pp |
| Viking Global Investors | BBIO | 2.5% | 2.1% | -0.35 pp |
| Hillman Capital Management | KMX | 3.2% | 3.5% | +0.35 pp |
| Terry Smith | PG | 4.7% | 4.4% | -0.35 pp |
| Wallace Weitz | SIRI | 2.1% | 2.4% | +0.35 pp |
| Harry Burn | BA | 2.4% | 2.7% | +0.34 pp |
| John Armitage | V | 13.8% | 14.1% | +0.34 pp |
| Mairs & Power Funds | WEC | 2.3% | 1.9% | -0.34 pp |
| Francois Rochon | BFAM | 2.2% | 2.6% | +0.34 pp |
| Prem Watsa | GM | 1.4% | 1.1% | -0.34 pp |
| Warren Buffett | CB | 4.2% | 3.9% | -0.34 pp |
| Hillman Capital Management | FISV | 3.1% | 2.8% | -0.34 pp |
| Leon Cooperman | MSI | 1.9% | 1.6% | -0.34 pp |
| Sarah Ketterer | NVO | 0.5% | 0.9% | +0.34 pp |
| David Einhorn | AR | 1.1% | 1.4% | +0.34 pp |
| Dodge & Cox Funds | TSM | 0.0% | 0.4% | +0.34 pp |
| Chuck Akre | CSGP | 6.8% | 6.5% | -0.34 pp |
| Dodge & Cox Funds | META | 1.6% | 1.9% | +0.34 pp |
| Muhlenkamp | NEM | 6.6% | 6.3% | -0.34 pp |
| Lee Ainslie | KO | 1.1% | 1.5% | +0.34 pp |
| Sarah Ketterer | RELX | 0.9% | 0.6% | -0.34 pp |
| Bill Nygren | CNC | 0.6% | 0.9% | +0.33 pp |
| David Rolfe | ODFL | 4.6% | 4.9% | +0.33 pp |
| Howard Marks | FCX | 1.7% | 2.0% | +0.33 pp |
| William Von Mueffling | CP | 2.3% | 2.6% | +0.33 pp |
| Dennis Hong | ZS | 10.5% | 10.2% | -0.33 pp |
| Guy Spier | BRK-A | 15.9% | 15.6% | -0.33 pp |
| Muhlenkamp | MSFT | 3.2% | 3.5% | +0.33 pp |
| Bill Nygren | SYF | 0.4% | 0.8% | +0.33 pp |
| Francis Chou | C | 1.8% | 2.1% | +0.33 pp |
| Richard Pzena | ACN | 1.5% | 1.9% | +0.33 pp |
| Lindsell Train | TKO | 15.7% | 16.1% | +0.33 pp |
| Thomas Russo | BRK-A | 12.3% | 12.0% | -0.33 pp |
| Bill Miller | LYB | 0.8% | 0.5% | -0.33 pp |
| Lee Ainslie | SHW | 1.5% | 1.8% | +0.33 pp |
| Richard Pzena | AVT | 1.1% | 0.8% | -0.33 pp |
| Chase Coleman | NOW | 0.7% | 0.4% | -0.32 pp |
| David Einhorn | CROX | 1.7% | 2.1% | +0.32 pp |
| Mairs & Power Funds | QCOM | 0.6% | 0.3% | -0.32 pp |
| Vulcan Value Partners | MSFT | 10.9% | 11.2% | +0.32 pp |
| Yacktman Asset Management | TSN | 2.1% | 1.8% | -0.32 pp |
| Lee Ainslie | MSFT | 3.1% | 2.8% | -0.32 pp |
| Mairs & Power Funds | MSI | 2.4% | 2.1% | -0.32 pp |
| Yacktman Asset Management | ELV | 1.3% | 1.6% | +0.32 pp |
| Leon Cooperman | CI | 2.8% | 2.5% | -0.32 pp |
| Torray Funds | MRSH | 2.4% | 2.1% | -0.32 pp |
| Christopher Bloomstran | EQNR | 0.9% | 0.6% | -0.32 pp |
| Dodge & Cox Funds | GOOGL | 1.7% | 2.0% | +0.32 pp |
| Arnold Van Den Berg | GOOG | 3.1% | 3.4% | +0.31 pp |
| Third Avenue Management | ECPG | 1.6% | 1.9% | +0.31 pp |
| Warren Buffett | BAC | 9.5% | 9.2% | -0.31 pp |
| Bill Miller | MELI | 1.0% | 0.7% | -0.31 pp |
| David Einhorn | REZI | 1.7% | 1.4% | -0.31 pp |
| First Eagle Investment Management | MDT | 1.5% | 1.8% | +0.31 pp |
| Richard Pzena | NOV | 2.3% | 2.0% | -0.31 pp |
| Samantha McLemore | AMZN | 5.1% | 5.4% | +0.31 pp |
| Thomas Gayner | BRK-B | 6.1% | 5.8% | -0.31 pp |
| Guy Spier | RACE | 7.4% | 7.7% | +0.31 pp |
| Pat Dorsey | LYV | 7.4% | 7.7% | +0.31 pp |
| Bill Nygren | ACN | 0.8% | 0.5% | -0.31 pp |
| Thomas Russo | SUNB | 4.6% | 4.9% | +0.31 pp |
| Bill Miller | MRP | 1.3% | 1.6% | +0.31 pp |
| Seth Klarman | GDS | 2.4% | 2.1% | -0.31 pp |
| Arnold Van Den Berg | IBM | 2.1% | 2.4% | +0.31 pp |
| Francis Chou | PYPL | 3.6% | 3.3% | -0.31 pp |
| Henry Ellenbogen | RKT | 2.8% | 2.5% | -0.31 pp |
| David Einhorn | TRIP | 0.5% | 0.8% | +0.30 pp |
| Francois Rochon | LULU | 0.8% | 0.5% | -0.30 pp |
| Lindsell Train | DIS | 9.9% | 9.5% | -0.30 pp |
| AKO Capital | CSL | 1.3% | 1.6% | +0.30 pp |
| Dodge & Cox Funds | REGN | 1.9% | 1.6% | -0.30 pp |
| John Rogers | SMG | 0.7% | 1.0% | +0.30 pp |
| Sarah Ketterer | IR | 0.6% | 0.9% | +0.30 pp |
| Third Avenue Management | QLYS | 0.6% | 0.9% | +0.30 pp |
| Richard Pzena | MICC | 0.3% | 0.6% | +0.30 pp |
| Vulcan Value Partners | MEDP | 2.6% | 2.3% | -0.30 pp |
| Christopher Davis | COP | 1.1% | 0.8% | -0.30 pp |
| Seth Klarman | V | 4.1% | 4.4% | +0.30 pp |
| Dodge & Cox Funds | TRU | 0.6% | 0.9% | +0.30 pp |
| Leon Cooperman | FOA | 0.7% | 1.0% | +0.30 pp |
| Hillman Capital Management | WST | 1.6% | 1.8% | +0.30 pp |
| Thomas Gayner | ADI | 2.7% | 3.0% | +0.30 pp |
| Warren Buffett | COF | 0.5% | 0.2% | -0.29 pp |
| David Katz | HD | 1.6% | 1.9% | +0.29 pp |
| Dodge & Cox Funds | CMCSA | 1.8% | 1.5% | -0.29 pp |
| Hillman Capital Management | BA | 3.1% | 3.4% | +0.29 pp |
| Warren Buffett | AXP | 17.4% | 17.1% | -0.29 pp |
| David Abrams | UHAL-B | 3.1% | 3.4% | +0.29 pp |
| First Eagle Investment Management | CSL | 0.4% | 0.7% | +0.29 pp |
| Dodge & Cox Funds | GILD | 1.9% | 1.6% | -0.29 pp |
| First Pacific Advisors | WAB | 0.9% | 0.6% | -0.29 pp |
| Polen Capital Management | IDXX | 2.7% | 2.4% | -0.29 pp |
| Torray Funds | TW | 1.3% | 1.0% | -0.29 pp |
| Jensen Investment Management | LLY | 4.2% | 4.5% | +0.29 pp |
| Sarah Ketterer | GFI | 0.9% | 0.6% | -0.29 pp |
| Harry Burn | C | 2.9% | 2.7% | -0.29 pp |
| Polen Capital Management | META | 1.9% | 1.6% | -0.29 pp |
| Bill Miller | JXN | 2.2% | 1.9% | -0.29 pp |
| First Eagle Investment Management | BDX | 3.2% | 3.5% | +0.29 pp |
| Sarah Ketterer | DIS | 0.7% | 0.4% | -0.29 pp |
| Dodge & Cox Funds | GOOG | 1.9% | 2.2% | +0.28 pp |
| First Eagle Investment Management | CMCSA | 1.8% | 1.6% | -0.28 pp |
| Seth Klarman | AERO | 1.3% | 1.6% | +0.28 pp |
| Vulcan Value Partners | V | 5.1% | 4.8% | -0.28 pp |
| John Rogers | NVT | 0.8% | 0.5% | -0.28 pp |
| Vulcan Value Partners | FISV | 1.6% | 1.3% | -0.28 pp |
| First Eagle Investment Management | XRAY | 0.3% | 0.0% | -0.28 pp |
| Mairs & Power Funds | TECH | 1.5% | 1.8% | +0.28 pp |
| Stephen Mandel | USFD | 2.8% | 3.1% | +0.28 pp |
| Bill Nygren | WTW | 2.3% | 2.1% | -0.28 pp |
| Leon Cooperman | EPD | 1.7% | 1.4% | -0.28 pp |
| Mason Hawkins | MICC | 1.2% | 0.9% | -0.28 pp |
| Third Avenue Management | UNF | 1.2% | 0.9% | -0.28 pp |
| Christopher Davis | VTRS | 4.9% | 5.1% | +0.28 pp |
| First Eagle Investment Management | GOOGL | 0.6% | 0.3% | -0.28 pp |
| Henry Ellenbogen | AIT | 0.8% | 0.5% | -0.28 pp |
| Leon Cooperman | MANU | 1.6% | 1.9% | +0.28 pp |
| Polen Capital Management | MA | 5.3% | 5.1% | -0.28 pp |
| Lee Ainslie | MIR | 0.6% | 0.8% | +0.28 pp |
| Sarah Ketterer | CARR | 1.5% | 1.7% | +0.28 pp |
| Steven Check | FCNCA | 5.1% | 5.4% | +0.28 pp |
| John Rogers | ADT | 1.4% | 1.2% | -0.28 pp |
| Third Avenue Management | MYRG | 1.3% | 1.0% | -0.28 pp |
| Tweedy Browne | KOF | 9.1% | 9.3% | +0.28 pp |
| Yacktman Asset Management | UNH | 0.6% | 0.9% | +0.28 pp |
| Mairs & Power Funds | WM | 0.9% | 1.2% | +0.27 pp |
| Steven Check | JEF | 1.7% | 2.0% | +0.27 pp |
| Wallace Weitz | TECH | 2.4% | 2.7% | +0.27 pp |
| Mason Hawkins | ALX | 1.1% | 1.4% | +0.27 pp |
| David Katz | QCOM | 3.4% | 3.7% | +0.27 pp |
| Dodge & Cox Funds | RTX | 3.8% | 3.5% | -0.27 pp |
| First Eagle Investment Management | BRO | 1.0% | 1.2% | +0.27 pp |
| John Armitage | VMC | 5.3% | 5.6% | +0.27 pp |
| Third Avenue Management | PHM | 1.8% | 2.1% | +0.27 pp |
| David Einhorn | SPB | 1.5% | 1.2% | -0.27 pp |
| Glenn Greenberg | BLDR | 4.8% | 4.6% | -0.27 pp |
| Hillman Capital Management | EL | 2.6% | 2.9% | +0.27 pp |
| Third Avenue Management | FSV | 1.1% | 1.4% | +0.27 pp |
| Thomas Russo | UBER | 4.4% | 4.1% | -0.27 pp |
| Abrams Bison Investments | TFX | 5.2% | 4.9% | -0.27 pp |
| Daniel Loeb | TSM | 4.5% | 4.7% | +0.27 pp |
| Dodge & Cox Funds | FIS | 1.3% | 1.0% | -0.27 pp |
| Harry Burn | DIS | 3.1% | 2.9% | -0.27 pp |
| First Pacific Advisors | NXPI | 2.2% | 2.4% | +0.27 pp |
| Valley Forge Capital Management | V | 5.4% | 5.1% | -0.26 pp |
| Vulcan Value Partners | G | 0.7% | 0.4% | -0.26 pp |
| Chase Coleman | APO | 1.6% | 1.3% | -0.26 pp |
| David Einhorn | GRBK | 19.1% | 19.4% | +0.26 pp |
| Sarah Ketterer | BAH | 0.8% | 0.6% | -0.26 pp |
| Third Avenue Management | LXU | 0.9% | 0.7% | -0.26 pp |
| Francois Rochon | AAON | 0.6% | 0.9% | +0.26 pp |
| Kahn Brothers Group | GSK | 1.6% | 1.3% | -0.26 pp |
| Francois Rochon | NVR | 3.3% | 3.0% | -0.26 pp |
| First Pacific Advisors | PYPL | 0.9% | 1.2% | +0.26 pp |
| Howard Marks | BLCO | 1.2% | 1.5% | +0.26 pp |
| Mairs & Power Funds | LNT | 2.1% | 1.9% | -0.26 pp |
| Sarah Ketterer | SNY | 0.6% | 0.4% | -0.26 pp |
| David Rolfe | EW | 2.8% | 3.1% | +0.26 pp |
| Vulcan Value Partners | NOW | 1.5% | 1.7% | +0.26 pp |
| Wallace Weitz | MLM | 1.6% | 1.9% | +0.26 pp |
| Torray Funds | CNA | 3.2% | 3.4% | +0.26 pp |
| Mairs & Power Funds | CGNX | 0.6% | 0.9% | +0.26 pp |
| Bill Nygren | NKE | 1.0% | 0.8% | -0.26 pp |
| Sarah Ketterer | INFY | 0.3% | 0.1% | -0.26 pp |
| Christopher Davis | USB | 5.3% | 5.6% | +0.25 pp |
| Harry Burn | UPS | 2.4% | 2.7% | +0.25 pp |
| Hillman Capital Management | EFX | 1.7% | 1.4% | -0.25 pp |
| AKO Capital | CPRT | 0.2% | 0.4% | +0.25 pp |
| Christopher Davis | BRK-A | 3.0% | 2.8% | -0.25 pp |
| Dodge & Cox Funds | FISV | 1.5% | 1.3% | -0.25 pp |
| Third Avenue Management | BATRA | 1.3% | 1.0% | -0.25 pp |
| John Rogers | MSGE | 4.0% | 4.3% | +0.25 pp |
| Richard Pzena | UHS | 1.1% | 0.9% | -0.25 pp |
| Steven Check | AMZN | 2.6% | 2.9% | +0.25 pp |
| Wallace Weitz | ASML | 0.5% | 0.8% | +0.25 pp |
| Dodge & Cox Funds | AJG | 0.9% | 1.1% | +0.25 pp |
| Harry Burn | MHK | 2.1% | 2.4% | +0.25 pp |
| Polen Capital Management | BSX | 0.3% | 0.0% | -0.25 pp |
| Terry Smith | CHD | 4.8% | 4.6% | -0.25 pp |
| Harry Burn | PEG | 2.7% | 2.4% | -0.25 pp |
| Viking Global Investors | MANE | 0.3% | 0.5% | +0.25 pp |
| Wallace Weitz | EFX | 2.4% | 2.1% | -0.25 pp |
| Bill Miller | LNC | 5.3% | 5.0% | -0.25 pp |
| David Einhorn | TEVA | 2.7% | 2.5% | -0.25 pp |
| John Rogers | CG | 2.2% | 1.9% | -0.25 pp |
| Richard Pzena | GL | 0.5% | 0.7% | +0.25 pp |
| Viking Global Investors | HAS | 1.0% | 0.7% | -0.25 pp |
| Yacktman Asset Management | MSFT | 4.9% | 4.7% | -0.25 pp |
| David Tepper | UBER | 7.7% | 7.4% | -0.25 pp |
| Dodge & Cox Funds | SUNB | 1.9% | 2.1% | +0.25 pp |
| Kahn Brothers Group | BMY | 1.8% | 1.6% | -0.25 pp |
| Bill Nygren | GOOGL | 3.2% | 3.0% | -0.24 pp |
| Wallace Weitz | PRM | 0.9% | 1.1% | +0.24 pp |
| First Eagle Investment Management | SLB | 2.5% | 2.2% | -0.24 pp |
| First Pacific Advisors | ICLR | 1.6% | 1.3% | -0.24 pp |
| Prem Watsa | TAP | 3.2% | 2.9% | -0.24 pp |
| David Einhorn | BKV | 2.4% | 2.2% | -0.24 pp |
| First Eagle Investment Management | IPGP | 0.9% | 0.6% | -0.24 pp |
| Third Avenue Management | BKD | 1.0% | 1.3% | +0.24 pp |
| First Pacific Advisors | LPLA | 1.4% | 1.1% | -0.24 pp |
| Howard Marks | YPF | 1.0% | 1.2% | +0.24 pp |
| Viking Global Investors | BA | 1.8% | 2.0% | +0.24 pp |
| David Tepper | NVDA | 4.3% | 4.1% | -0.24 pp |
| Dodge & Cox Funds | SU | 1.0% | 0.7% | -0.24 pp |
| David Katz | MCD | 0.0% | 0.3% | +0.24 pp |
| Dodge & Cox Funds | STT | 0.2% | 0.0% | -0.24 pp |
| Seth Klarman | COLD | 1.7% | 2.0% | +0.24 pp |
| Torray Funds | APH | 1.2% | 1.4% | +0.24 pp |
| Bill Nygren | EFX | 1.8% | 1.6% | -0.24 pp |
| Muhlenkamp | MCK | 6.2% | 6.0% | -0.24 pp |
| Samantha McLemore | UBS | 1.8% | 1.6% | -0.24 pp |
| Thomas Gayner | FNV | 1.5% | 1.2% | -0.24 pp |
| First Eagle Investment Management | NTR | 1.3% | 1.0% | -0.24 pp |
| Mason Hawkins | MAT | 9.2% | 8.9% | -0.24 pp |
| Arnold Van Den Berg | FTV | 0.8% | 1.0% | +0.24 pp |
| Leon Cooperman | DMAC | 0.4% | 0.7% | +0.24 pp |
| Hillman Capital Management | UNH | 1.4% | 1.6% | +0.23 pp |
| Samantha McLemore | ADBE | 2.7% | 2.5% | -0.23 pp |
| William Von Mueffling | TCOM | 1.5% | 1.3% | -0.23 pp |
| Arnold Van Den Berg | ST | 1.0% | 1.3% | +0.23 pp |
| Bill Nygren | SCHW | 2.7% | 3.0% | +0.23 pp |
| Polen Capital Management | ROL | 0.8% | 0.6% | -0.23 pp |
| Dodge & Cox Funds | CARR | 0.8% | 1.1% | +0.23 pp |
| Thomas Gayner | MELI | 0.1% | 0.3% | +0.23 pp |
| Bill Miller | ABNB | 0.5% | 0.3% | -0.23 pp |
| Prem Watsa | MRK | 1.1% | 0.8% | -0.23 pp |
| Stephen Mandel | GLW | 4.0% | 4.3% | +0.23 pp |
| Arnold Van Den Berg | CRGY | 0.7% | 0.5% | -0.23 pp |
| David Tepper | ASML | 1.1% | 1.3% | +0.23 pp |
| Hillman Capital Management | GSK | 3.7% | 3.5% | -0.23 pp |
| Wallace Weitz | VLTO | 0.2% | 0.5% | +0.23 pp |
| Harry Burn | NXPI | 2.7% | 2.5% | -0.23 pp |
| John Rogers | OSW | 4.0% | 4.2% | +0.23 pp |
| Mason Hawkins | GHC | 2.0% | 1.7% | -0.23 pp |
| Mason Hawkins | BATRK | 1.4% | 1.6% | +0.23 pp |
| Bill & Melinda Gates Foundation Trust | DE | 6.3% | 6.6% | +0.23 pp |
| David Katz | MDT | 3.0% | 2.8% | -0.23 pp |
| First Pacific Advisors | KMX | 1.8% | 2.0% | +0.23 pp |
| Wallace Weitz | ACIW | 1.1% | 1.3% | +0.23 pp |
| AKO Capital | FICO | 2.7% | 2.9% | +0.23 pp |
| Bill Nygren | C | 1.4% | 1.6% | +0.23 pp |
| Dodge & Cox Funds | RAL | 0.3% | 0.5% | +0.23 pp |
| Greenhaven Associates | MTH | 1.5% | 1.3% | -0.23 pp |
| Polen Capital Management | MSCI | 3.5% | 3.2% | -0.23 pp |
| Francois Rochon | DIS | 1.9% | 1.7% | -0.23 pp |
| David Einhorn | DECK | 1.5% | 1.3% | -0.22 pp |
| Third Avenue Management | COLL | 0.8% | 1.1% | +0.22 pp |
| Harry Burn | INCY | 2.4% | 2.6% | +0.22 pp |
| Arnold Van Den Berg | CME | 1.3% | 1.0% | -0.22 pp |
| Polen Capital Management | V | 5.1% | 5.3% | +0.22 pp |
| Richard Pzena | DIS | 0.0% | 0.3% | +0.22 pp |
| Richard Pzena | KNX | 0.2% | 0.0% | -0.22 pp |
| Thomas Gayner | GS | 2.5% | 2.8% | +0.22 pp |
| Thomas Russo | PM | 9.0% | 9.2% | +0.22 pp |
| Bill Nygren | NFLX | 1.3% | 1.0% | -0.22 pp |
| John Armitage | GOOG | 11.0% | 11.2% | +0.22 pp |
| Samantha McLemore | NCLH | 4.0% | 4.2% | +0.22 pp |
| Seth Klarman | FERG | 6.6% | 6.4% | -0.22 pp |
| First Eagle Investment Management | UHS | 1.3% | 1.1% | -0.22 pp |
| First Eagle Investment Management | BXP | 0.8% | 1.0% | +0.22 pp |
| Guy Spier | MCO | 8.7% | 8.5% | -0.22 pp |
| Jensen Investment Management | PG | 2.8% | 3.1% | +0.22 pp |
| Viking Global Investors | RRX | 1.6% | 1.4% | -0.22 pp |
| Chase Coleman | CPNG | 2.9% | 2.6% | -0.22 pp |
| Hillman Capital Management | KHC | 3.1% | 3.4% | +0.22 pp |
| Howard Marks | ITUB | 2.4% | 2.6% | +0.22 pp |
| Lee Ainslie | COMP | 0.4% | 0.7% | +0.22 pp |
| Torray Funds | GOOGL | 2.0% | 2.2% | +0.22 pp |
| First Eagle Investment Management | NOV | 1.2% | 0.9% | -0.22 pp |
| William Von Mueffling | TW | 1.9% | 1.6% | -0.22 pp |
| Prem Watsa | JNJ | 0.9% | 0.7% | -0.22 pp |
| Yacktman Asset Management | SCHW | 4.9% | 4.7% | -0.22 pp |
| Arnold Van Den Berg | DVN | 0.3% | 0.5% | +0.21 pp |
| Jensen Investment Management | MCD | 1.7% | 1.5% | -0.21 pp |
| Third Avenue Management | AMH | 1.2% | 1.4% | +0.21 pp |
| Warren Buffett | KHC | 2.8% | 2.6% | -0.21 pp |
| Daniel Loeb | SPRY | 0.4% | 0.2% | -0.21 pp |
| Bill Nygren | ALLY | 1.4% | 1.6% | +0.21 pp |
| Glenn Welling | CGNX | 7.8% | 7.6% | -0.21 pp |
| John Rogers | JLL | 3.5% | 3.3% | -0.21 pp |
| John Rogers | BCO | 1.1% | 0.9% | -0.21 pp |
| Sarah Ketterer | META | 1.0% | 1.2% | +0.21 pp |
| Thomas Russo | BRK-B | 6.3% | 6.1% | -0.21 pp |
| Bill Miller | WAL | 1.0% | 0.8% | -0.21 pp |
| Glenn Greenberg | COF | 4.5% | 4.3% | -0.21 pp |
| Hillman Capital Management | UPS | 1.5% | 1.7% | +0.21 pp |
| Torray Funds | BX | 2.8% | 3.0% | +0.21 pp |
| Christopher Davis | SAP | 0.3% | 0.0% | -0.21 pp |
| First Eagle Investment Management | B | 1.4% | 1.2% | -0.21 pp |
| First Pacific Advisors | NOV | 1.7% | 1.5% | -0.21 pp |
| Thomas Gayner | LPLA | 1.4% | 1.2% | -0.21 pp |
| Christopher Bloomstran | BRK-A | 9.9% | 10.2% | +0.21 pp |
| Harry Burn | QXO | 2.6% | 2.8% | +0.21 pp |
| Bill Nygren | MAS | 0.7% | 0.9% | +0.21 pp |
| David Rolfe | SPGI | 2.8% | 2.6% | -0.21 pp |
| John Rogers | RCL | 0.0% | 0.2% | +0.21 pp |
| Vulcan Value Partners | HEI-A | 1.0% | 1.2% | +0.21 pp |
| First Pacific Advisors | VNO | 0.6% | 0.8% | +0.21 pp |
| Arnold Van Den Berg | FDX | 1.0% | 0.8% | -0.21 pp |
| David Abrams | LAD | 13.4% | 13.2% | -0.21 pp |
| Lee Ainslie | MRVL | 0.2% | 0.0% | -0.21 pp |
| Wallace Weitz | META | 4.2% | 4.0% | -0.21 pp |
| Arnold Van Den Berg | BRK-B | 2.6% | 2.4% | -0.20 pp |
| Lee Ainslie | MNST | 2.1% | 2.3% | +0.20 pp |
| Mairs & Power Funds | TTC | 2.6% | 2.4% | -0.20 pp |
| David Katz | STZ | 0.6% | 0.8% | +0.20 pp |
| John Rogers | MHK | 1.9% | 2.1% | +0.20 pp |
| Richard Pzena | OLN | 0.4% | 0.2% | -0.20 pp |
| Arnold Van Den Berg | TREX | 0.7% | 0.9% | +0.20 pp |
| Harry Burn | BAC | 3.4% | 3.6% | +0.20 pp |
| Third Avenue Management | SKY | 1.2% | 1.4% | +0.20 pp |
| Yacktman Asset Management | DAR | 1.2% | 1.0% | -0.20 pp |
| First Eagle Investment Management | WTW | 2.1% | 1.9% | -0.20 pp |
| Jensen Investment Management | CPRT | 1.0% | 0.8% | -0.20 pp |
| Thomas Gayner | LOW | 1.5% | 1.3% | -0.20 pp |
| William Von Mueffling | FAST | 2.5% | 2.7% | +0.20 pp |
| Jensen Investment Management | NVDA | 5.6% | 5.8% | +0.20 pp |
| Dodge & Cox Funds | COP | 0.7% | 0.5% | -0.20 pp |
| Mairs & Power Funds | FISV | 1.2% | 1.0% | -0.20 pp |
| Tweedy Browne | JAZZ | 0.9% | 1.1% | +0.19 pp |
| David Katz | AMGN | 3.2% | 3.0% | -0.19 pp |
| Third Avenue Management | ALG | 0.9% | 1.1% | +0.19 pp |
| Christopher Davis | SOLV | 1.9% | 2.1% | +0.19 pp |
| Vulcan Value Partners | CRM | 1.0% | 0.8% | -0.19 pp |
| Thomas Gayner | BN | 4.4% | 4.2% | -0.19 pp |
| Bruce Berkowitz | PGR | 0.9% | 1.1% | +0.19 pp |
| Dodge & Cox Funds | BKR | 1.2% | 1.0% | -0.19 pp |
| Sarah Ketterer | PAGS | 0.5% | 0.3% | -0.19 pp |
| Chase Coleman | GEV | 3.7% | 3.9% | +0.19 pp |
| John Rogers | CVS | 0.6% | 0.8% | +0.19 pp |
| Mason Hawkins | WTM | 2.0% | 1.9% | -0.19 pp |
| Sarah Ketterer | C | 0.9% | 0.7% | -0.19 pp |
| Wallace Weitz | TSM | 0.5% | 0.7% | +0.19 pp |
| Josh Tarasoff | BRK-A | 13.1% | 13.0% | -0.19 pp |
| Thomas Gayner | ROL | 0.7% | 0.5% | -0.19 pp |
| David Katz | PYPL | 1.1% | 0.9% | -0.19 pp |
| Dodge & Cox Funds | CE | 0.6% | 0.4% | -0.19 pp |
| Samantha McLemore | RPRX | 6.5% | 6.7% | +0.19 pp |
| Dodge & Cox Funds | CTSH | 0.5% | 0.3% | -0.19 pp |
| Mairs & Power Funds | FUL | 1.5% | 1.3% | -0.19 pp |
| Sarah Ketterer | SHG | 0.2% | 0.0% | -0.19 pp |
| Third Avenue Management | ITIC | 0.8% | 1.0% | +0.19 pp |
| Viking Global Investors | RDDT | 1.0% | 0.8% | -0.19 pp |
| First Eagle Investment Management | CFR | 0.5% | 0.7% | +0.18 pp |
| Richard Pzena | PPG | 2.6% | 2.8% | +0.18 pp |
| Thomas Gayner | META | 1.2% | 1.0% | -0.18 pp |
| Viking Global Investors | CPT | 1.3% | 1.5% | +0.18 pp |
| Christopher Bloomstran | VLO | 1.3% | 1.1% | -0.18 pp |
| Dodge & Cox Funds | BABA | 0.7% | 0.5% | -0.18 pp |
| Hillman Capital Management | HSY | 1.5% | 1.3% | -0.18 pp |
| Sarah Ketterer | BUD | 0.5% | 0.3% | -0.18 pp |
| Wallace Weitz | GPN | 1.6% | 1.8% | +0.18 pp |
| First Pacific Advisors | IFF | 5.6% | 5.4% | -0.18 pp |
| Torray Funds | ABBV | 3.0% | 2.8% | -0.18 pp |
| Bill Nygren | GPN | 1.1% | 1.2% | +0.18 pp |
| Henry Ellenbogen | GSHD | 0.7% | 0.9% | +0.18 pp |
| Mairs & Power Funds | BSY | 0.1% | 0.3% | +0.18 pp |
| Bill Nygren | CRL | 0.5% | 0.7% | +0.18 pp |
| Mason Hawkins | CLW | 1.1% | 1.3% | +0.18 pp |
| First Pacific Advisors | WFC | 1.0% | 0.8% | -0.18 pp |
| John Rogers | NCLH | 3.1% | 3.2% | +0.18 pp |
| Richard Pzena | G | 0.1% | 0.3% | +0.18 pp |
| Thomas Gayner | GOOGL | 1.4% | 1.6% | +0.18 pp |
| Francois Rochon | BRO | 1.8% | 1.6% | -0.18 pp |
| Hillman Capital Management | DEO | 1.4% | 1.6% | +0.18 pp |
| Mairs & Power Funds | META | 1.9% | 1.7% | -0.18 pp |
| Richard Pzena | EQH | 0.5% | 0.7% | +0.18 pp |
| Sarah Ketterer | ADI | 0.8% | 0.6% | -0.18 pp |
| Yacktman Asset Management | TLN | 1.5% | 1.7% | +0.18 pp |
| Bill Nygren | GEHC | 1.5% | 1.3% | -0.18 pp |
| Ruane Cunniff LP | FWONK | 7.6% | 7.7% | +0.18 pp |
| Seth Klarman | DNOW | 0.8% | 0.7% | -0.18 pp |
| Wallace Weitz | RGEN | 0.2% | 0.4% | +0.17 pp |
| Chase Coleman | NVDA | 9.2% | 9.3% | +0.17 pp |
| First Eagle Investment Management | FISV | 0.7% | 0.9% | +0.17 pp |
| Bruce Berkowitz | EPD | 13.6% | 13.5% | -0.17 pp |
| John Rogers | SLB | 0.7% | 0.5% | -0.17 pp |
| Lee Ainslie | NVO | 0.9% | 0.7% | -0.17 pp |
| Sarah Ketterer | DEO | 0.6% | 0.8% | +0.17 pp |
| Wallace Weitz | IR | 0.7% | 0.9% | +0.17 pp |
| Bill Miller | VTRS | 2.6% | 2.8% | +0.17 pp |
| Bill Nygren | AER | 1.1% | 1.3% | +0.17 pp |
| Bill Nygren | IT | 0.7% | 0.5% | -0.17 pp |
| First Pacific Advisors | JEF | 1.5% | 1.7% | +0.17 pp |
| Howard Marks | LBTYA | 2.4% | 2.6% | +0.17 pp |
| Mason Hawkins | SHEN | 2.2% | 2.1% | -0.17 pp |
| Third Avenue Management | LEN-B | 2.0% | 2.1% | +0.17 pp |
| Greg Alexander | SDHC | 3.5% | 3.7% | +0.17 pp |
| John Rogers | BYD | 2.1% | 1.9% | -0.17 pp |
| Tweedy Browne | ALV | 3.2% | 3.4% | +0.17 pp |
| Hillman Capital Management | ADBE | 2.7% | 2.6% | -0.17 pp |
| Richard Pzena | MET | 2.6% | 2.8% | +0.17 pp |
| First Pacific Advisors | MICC | 0.5% | 0.7% | +0.17 pp |
| Bill Nygren | CDW | 0.9% | 1.0% | +0.17 pp |
| Viking Global Investors | TIC | 0.7% | 0.8% | +0.17 pp |
| Bill Nygren | UNP | 1.2% | 1.4% | +0.17 pp |
| Bruce Berkowitz | KHC | 0.2% | 0.3% | +0.17 pp |
| Kahn Brothers Group | OGN | 5.9% | 5.7% | -0.17 pp |
| Richard Pzena | MDT | 0.9% | 0.7% | -0.17 pp |
| Stephen Mandel | CVNA | 4.4% | 4.2% | -0.17 pp |
| Thomas Gayner | NVO | 0.9% | 1.0% | +0.17 pp |
| Terry Smith | FTNT | 3.9% | 4.1% | +0.16 pp |
| William Von Mueffling | FERG | 2.7% | 2.9% | +0.16 pp |
| Arnold Van Den Berg | BAM | 0.4% | 0.6% | +0.16 pp |
| Bill Miller | UGI | 1.1% | 1.0% | -0.16 pp |
| Bill Nygren | CRBG | 0.8% | 1.0% | +0.16 pp |
| Sarah Ketterer | ZBH | 0.9% | 0.7% | -0.16 pp |
| Yacktman Asset Management | SYY | 1.2% | 1.3% | +0.16 pp |
| Bill & Melinda Gates Foundation Trust | ECL | 4.4% | 4.2% | -0.16 pp |
| Thomas Gayner | BLK | 1.8% | 1.6% | -0.16 pp |
| Yacktman Asset Management | PG | 3.7% | 3.6% | -0.16 pp |
| Yacktman Asset Management | FOXA | 0.9% | 0.8% | -0.16 pp |
| Sarah Ketterer | PFE | 0.7% | 0.5% | -0.16 pp |
| Torray Funds | CEG | 3.8% | 3.6% | -0.16 pp |
| Tweedy Browne | BAC | 1.4% | 1.6% | +0.16 pp |
| Bill Nygren | FCNCA | 2.4% | 2.5% | +0.16 pp |
| Dodge & Cox Funds | MET | 2.0% | 2.1% | +0.16 pp |
| Harry Burn | GM | 2.6% | 2.4% | -0.16 pp |
| Third Avenue Management | DHI | 1.6% | 1.8% | +0.16 pp |
| Thomas Russo | CMCSA | 0.8% | 0.6% | -0.16 pp |
| Triple Frond Partners | TDG | 12.8% | 12.7% | -0.16 pp |
| Arnold Van Den Berg | DHR | 1.6% | 1.7% | +0.16 pp |
| Chase Coleman | TTWO | 1.7% | 1.9% | +0.16 pp |
| Mairs & Power Funds | NVDA | 8.5% | 8.6% | +0.16 pp |
| Muhlenkamp | GEV | 0.3% | 0.5% | +0.16 pp |
| First Pacific Advisors | C | 5.1% | 5.3% | +0.16 pp |
| Francois Rochon | TWFG | 0.4% | 0.5% | +0.16 pp |
| Bill Miller | FIGR | 0.8% | 0.7% | -0.15 pp |
| Dodge & Cox Funds | SCHW | 3.9% | 3.7% | -0.15 pp |
| Dodge & Cox Funds | TMUS | 0.7% | 0.6% | -0.15 pp |
| First Eagle Investment Management | AGI | 0.5% | 0.3% | -0.15 pp |
| Ruane Cunniff LP | MSA | 4.8% | 4.7% | -0.15 pp |
| Sarah Ketterer | UNH | 0.2% | 0.4% | +0.15 pp |
| AKO Capital | MCO | 4.4% | 4.5% | +0.15 pp |
| Dodge & Cox Funds | SNY | 0.8% | 0.6% | -0.15 pp |
| Mairs & Power Funds | FAST | 1.9% | 1.7% | -0.15 pp |
| Pat Dorsey | META | 7.4% | 7.2% | -0.15 pp |
| Polen Capital Management | AMZN | 5.6% | 5.8% | +0.15 pp |
| Bill Miller | BMY | 1.1% | 0.9% | -0.15 pp |
| Dodge & Cox Funds | UBS | 0.7% | 0.9% | +0.15 pp |
| Dodge & Cox Funds | BMY | 0.2% | 0.0% | -0.15 pp |
| John Rogers | KN | 1.1% | 0.9% | -0.15 pp |
| Torray Funds | KRYS | 0.5% | 0.6% | +0.15 pp |
| Wallace Weitz | TMO | 4.2% | 4.0% | -0.15 pp |
| Bill Nygren | AMZN | 1.3% | 1.5% | +0.15 pp |
| Christopher Davis | WFC | 3.0% | 2.8% | -0.15 pp |
| David Einhorn | HSIC | 1.4% | 1.5% | +0.15 pp |
| Jensen Investment Management | VRSK | 1.8% | 1.6% | -0.15 pp |
| Thomas Gayner | DIS | 1.6% | 1.5% | -0.15 pp |
| Torray Funds | NOW | 0.8% | 0.7% | -0.15 pp |
| Tweedy Browne | WFC | 3.3% | 3.1% | -0.15 pp |
| Mairs & Power Funds | ABT | 0.8% | 0.6% | -0.15 pp |
| Hillman Capital Management | CAG | 1.6% | 1.8% | +0.15 pp |
| Francois Rochon | PGR | 3.8% | 4.0% | +0.15 pp |
| Richard Pzena | MGA | 6.4% | 6.5% | +0.15 pp |
| Third Avenue Management | COMP | 0.2% | 0.4% | +0.15 pp |
| Alex Roepers | NOMD | 7.5% | 7.6% | +0.15 pp |
| Sarah Ketterer | PBR-A | 0.3% | 0.5% | +0.15 pp |
| Arnold Van Den Berg | MSFT | 2.3% | 2.2% | -0.15 pp |
| Francis Chou | MEOH | 0.6% | 0.4% | -0.15 pp |
| Tweedy Browne | AZO | 1.5% | 1.3% | -0.15 pp |
| Henry Ellenbogen | ANDG | 0.5% | 0.6% | +0.14 pp |
| Third Avenue Management | SUPN | 1.3% | 1.1% | -0.14 pp |
| Yacktman Asset Management | PYPL | 1.4% | 1.2% | -0.14 pp |
| David Katz | GS | 2.0% | 1.8% | -0.14 pp |
| Mairs & Power Funds | AMZN | 5.5% | 5.7% | +0.14 pp |
| David Einhorn | GPK | 2.8% | 2.7% | -0.14 pp |
| First Eagle Investment Management | PPG | 1.2% | 1.3% | +0.14 pp |
| First Pacific Advisors | AMZN | 4.2% | 4.1% | -0.14 pp |
| Thomas Gayner | AMZN | 3.5% | 3.7% | +0.14 pp |
| Francis Chou | BAC | 1.2% | 1.3% | +0.14 pp |
| Lee Ainslie | COF | 2.6% | 2.5% | -0.14 pp |
| Leon Cooperman | OMF | 3.5% | 3.7% | +0.14 pp |
| David Rolfe | GOOGL | 9.2% | 9.4% | +0.14 pp |
| First Pacific Advisors | BIO | 1.6% | 1.5% | -0.14 pp |
| Harry Burn | WFC | 2.4% | 2.3% | -0.14 pp |
| Leon Cooperman | ABR | 0.4% | 0.3% | -0.14 pp |
| Lindsell Train | TMO | 9.7% | 9.8% | +0.14 pp |
| Sarah Ketterer | VIST | 0.2% | 0.3% | +0.14 pp |
| Torray Funds | V | 0.9% | 1.0% | +0.14 pp |
| Dodge & Cox Funds | BUD | 1.1% | 1.3% | +0.14 pp |
| Thomas Gayner | MSFT | 1.7% | 1.5% | -0.14 pp |
| Thomas Gayner | MRSH | 1.1% | 1.0% | -0.14 pp |
| First Pacific Advisors | ADI | 7.8% | 8.0% | +0.14 pp |
| Richard Pzena | KSPI | 0.6% | 0.8% | +0.14 pp |
| Carl Icahn | CZR | 0.8% | 0.9% | +0.14 pp |
| John Rogers | KEYS | 0.6% | 0.5% | -0.14 pp |
| Sarah Ketterer | JLL | 0.7% | 0.8% | +0.14 pp |
| Warren Buffett | SIRI | 1.1% | 1.2% | +0.14 pp |
| Yacktman Asset Management | NWSA | 2.5% | 2.3% | -0.14 pp |
| Hillman Capital Management | ZBH | 3.5% | 3.4% | -0.14 pp |
| Mairs & Power Funds | TXN | 0.5% | 0.6% | +0.14 pp |
| Torray Funds | PLD | 2.6% | 2.5% | -0.14 pp |
| Samantha McLemore | OMF | 1.6% | 1.4% | -0.14 pp |
| Steven Check | W | 0.8% | 0.9% | +0.14 pp |
| Arnold Van Den Berg | WDAY | 1.1% | 1.3% | +0.13 pp |
| Glenn Greenberg | AM | 1.0% | 0.9% | -0.13 pp |
| Howard Marks | CORZ | 3.2% | 3.4% | +0.13 pp |
| Bill Miller | CTRN | 0.6% | 0.7% | +0.13 pp |
| First Pacific Advisors | DEI | 1.2% | 1.3% | +0.13 pp |
| Viking Global Investors | CVNA | 2.4% | 2.3% | -0.13 pp |
| Wallace Weitz | DHR | 6.3% | 6.5% | +0.13 pp |
| William Von Mueffling | YUM | 1.9% | 2.0% | +0.13 pp |
| Yacktman Asset Management | AWI | 1.6% | 1.5% | -0.13 pp |
| AKO Capital | MSFT | 5.3% | 5.5% | +0.13 pp |
| Christopher Davis | YMM | 1.1% | 1.0% | -0.13 pp |
| Duan Yongping | DIS | 0.7% | 0.9% | +0.13 pp |
| Francois Rochon | LFUS | 1.0% | 1.1% | +0.13 pp |
| Torray Funds | AMGN | 2.8% | 2.9% | +0.13 pp |
| Dodge & Cox Funds | TRP | 0.3% | 0.2% | -0.13 pp |
| Greenhaven Associates | ARW | 4.5% | 4.3% | -0.13 pp |
| Greenhaven Associates | LEN-B | 0.5% | 0.4% | -0.13 pp |
| Harry Burn | PFE | 2.7% | 2.8% | +0.13 pp |
| Mairs & Power Funds | ROK | 1.0% | 1.2% | +0.13 pp |
| Viking Global Investors | JCI | 1.6% | 1.8% | +0.13 pp |
| Richard Pzena | KT | 0.5% | 0.4% | -0.13 pp |
| Dodge & Cox Funds | JCI | 4.1% | 4.3% | +0.13 pp |
| Hillman Capital Management | CRM | 1.4% | 1.5% | +0.13 pp |
| Richard Pzena | ZTO | 0.6% | 0.5% | -0.13 pp |
| David Katz | PNC | 3.7% | 3.8% | +0.13 pp |
| Torray Funds | ENTG | 0.3% | 0.4% | +0.13 pp |
| William Von Mueffling | CBRE | 3.5% | 3.7% | +0.13 pp |
| Richard Pzena | WFC | 2.3% | 2.1% | -0.13 pp |
| Sarah Ketterer | TIGO | 0.2% | 0.1% | -0.13 pp |
| Torray Funds | AXSM | 0.4% | 0.5% | +0.13 pp |
| Bill Nygren | DE | 0.4% | 0.3% | -0.13 pp |
| John Rogers | PGR | 0.0% | 0.1% | +0.13 pp |
| Ruane Cunniff LP | BRK-B | 2.5% | 2.3% | -0.13 pp |
| Viking Global Investors | BMRN | 1.1% | 1.2% | +0.13 pp |
| Christopher Davis | SE | 0.7% | 0.8% | +0.13 pp |
| First Eagle Investment Management | PM | 1.7% | 1.8% | +0.13 pp |
| First Pacific Advisors | WAT | 1.1% | 1.3% | +0.13 pp |
| Mason Hawkins | ACI | 6.2% | 6.1% | -0.13 pp |
| Muhlenkamp | TRV | 0.5% | 0.6% | +0.13 pp |
| Pat Dorsey | RPRX | 8.7% | 8.8% | +0.13 pp |
| Mason Hawkins | HTHT | 0.6% | 0.4% | -0.12 pp |
| Richard Pzena | HAL | 0.5% | 0.4% | -0.12 pp |
| Stephen Mandel | V | 0.2% | 0.3% | +0.12 pp |
| Tweedy Browne | IONS | 13.6% | 13.7% | +0.12 pp |
| David Rolfe | URI | 3.8% | 3.9% | +0.12 pp |
| Dodge & Cox Funds | BAX | 0.5% | 0.7% | +0.12 pp |
| Francois Rochon | BKNG | 3.3% | 3.1% | -0.12 pp |
| Hillman Capital Management | DIS | 1.6% | 1.8% | +0.12 pp |
| Jensen Investment Management | WAT | 0.2% | 0.4% | +0.12 pp |
| Richard Pzena | VOYA | 0.8% | 0.9% | +0.12 pp |
| Thomas Gayner | WSO | 1.8% | 1.9% | +0.12 pp |
| Dodge & Cox Funds | NVO | 0.4% | 0.5% | +0.12 pp |
| Robert Vinall | CRM | 0.8% | 0.6% | -0.12 pp |
| William Von Mueffling | BLK | 2.9% | 3.0% | +0.12 pp |
| Howard Marks | SHAZ | 0.5% | 0.6% | +0.12 pp |
| Mairs & Power Funds | SFM | 0.2% | 0.4% | +0.12 pp |
| Arnold Van Den Berg | NOG | 0.3% | 0.2% | -0.12 pp |
| Christopher Davis | NTES | 0.2% | 0.3% | +0.12 pp |
| David Einhorn | PSKY | 1.1% | 1.0% | -0.12 pp |
| Glenn Greenberg | OMF | 10.2% | 10.1% | -0.12 pp |
| Bill Miller | ZD | 0.7% | 0.6% | -0.12 pp |
| First Eagle Investment Management | USB | 0.8% | 0.9% | +0.12 pp |
| Richard Pzena | PFE | 0.5% | 0.4% | -0.12 pp |
| Sarah Ketterer | NWG | 0.5% | 0.7% | +0.12 pp |
| David Katz | GOOG | 3.8% | 3.9% | +0.12 pp |
| David Rolfe | ORLY | 3.4% | 3.3% | -0.12 pp |
| First Eagle Investment Management | KGC | 0.4% | 0.3% | -0.12 pp |
| Hillman Capital Management | BDX | 1.6% | 1.7% | +0.12 pp |
| Richard Pzena | SSNC | 2.1% | 2.0% | -0.12 pp |
| Thomas Gayner | ROK | 0.5% | 0.6% | +0.12 pp |
| Viking Global Investors | ROIV | 0.5% | 0.6% | +0.12 pp |
| Vulcan Value Partners | CIGI | 0.7% | 0.6% | -0.12 pp |
| Bill Nygren | MOH | 0.2% | 0.3% | +0.12 pp |
| Howard Marks | VNOM | 4.1% | 4.3% | +0.12 pp |
| Polen Capital Management | ASML | 0.1% | 0.3% | +0.12 pp |
| Terry Smith | VRSN | 0.2% | 0.1% | -0.12 pp |
| Torray Funds | GE | 0.4% | 0.6% | +0.12 pp |
| Yacktman Asset Management | JNJ | 4.1% | 4.0% | -0.12 pp |
| David Einhorn | CI | 0.7% | 0.6% | -0.12 pp |
| David Katz | WFC | 1.6% | 1.5% | -0.12 pp |
| Sarah Ketterer | SNN | 0.4% | 0.5% | +0.12 pp |
| Third Avenue Management | SUI | 1.9% | 1.8% | -0.12 pp |
| Arnold Van Den Berg | CMCO | 1.6% | 1.7% | +0.12 pp |
| David Einhorn | SLDE | 1.0% | 0.8% | -0.12 pp |
| First Eagle Investment Management | WDAY | 1.7% | 1.8% | +0.12 pp |
| Terry Smith | PAYC | 0.2% | 0.1% | -0.12 pp |
| Wallace Weitz | MELI | 1.0% | 1.1% | +0.12 pp |
| Warren Buffett | NYT | 0.5% | 0.4% | -0.12 pp |
| Arnold Van Den Berg | BN | 2.2% | 2.1% | -0.11 pp |
| First Eagle Investment Management | WY | 1.9% | 2.0% | +0.11 pp |
| Richard Pzena | DAL | 0.6% | 0.7% | +0.11 pp |
| Thomas Gayner | ACN | 0.3% | 0.2% | -0.11 pp |
| John Armitage | LAMR | 1.5% | 1.6% | +0.11 pp |
| John Rogers | WEX | 0.6% | 0.5% | -0.11 pp |
| Warren Buffett | NUE | 0.3% | 0.1% | -0.11 pp |
| Bill & Melinda Gates Foundation Trust | WST | 0.4% | 0.5% | +0.11 pp |
| Chris Hohn | CNI | 2.2% | 2.1% | -0.11 pp |
| Chuck Akre | GSHD | 0.3% | 0.4% | +0.11 pp |
| Dodge & Cox Funds | VFC | 0.3% | 0.2% | -0.11 pp |
| First Pacific Advisors | AVTR | 0.9% | 1.0% | +0.11 pp |
| First Pacific Advisors | UBER | 1.0% | 0.9% | -0.11 pp |
| Francois Rochon | V | 4.4% | 4.5% | +0.11 pp |
| John Rogers | LIND | 0.7% | 0.8% | +0.11 pp |
| Mairs & Power Funds | AAPL | 3.1% | 3.0% | -0.11 pp |
| Richard Pzena | CSCO | 0.3% | 0.4% | +0.11 pp |
| Samantha McLemore | SOFI | 0.8% | 0.9% | +0.11 pp |
| Thomas Gayner | CG | 0.5% | 0.4% | -0.11 pp |
| Yacktman Asset Management | EBAY | 1.9% | 1.7% | -0.11 pp |
| Arnold Van Den Berg | ACGL | 1.8% | 1.7% | -0.11 pp |
| Chase Coleman | PONY | 0.1% | 0.0% | -0.11 pp |
| David Katz | TMO | 1.0% | 1.1% | +0.11 pp |
| First Eagle Investment Management | RGLD | 0.4% | 0.3% | -0.11 pp |
| John Rogers | BOKF | 2.4% | 2.3% | -0.11 pp |
| Mason Hawkins | MGM | 3.0% | 2.9% | -0.11 pp |
| William Von Mueffling | UBER | 2.5% | 2.6% | +0.11 pp |
| Arnold Van Den Berg | VNT | 1.8% | 1.7% | -0.11 pp |
| Bill Miller | UPS | 3.1% | 2.9% | -0.11 pp |
| David Tepper | ET | 0.5% | 0.4% | -0.11 pp |
| Greenhaven Associates | AVT | 4.0% | 3.9% | -0.11 pp |
| Lee Ainslie | FLR | 0.8% | 0.9% | +0.11 pp |
| Ruane Cunniff LP | BRK-A | 1.3% | 1.2% | -0.11 pp |
| Thomas Gayner | KKR | 1.1% | 1.0% | -0.11 pp |
| Christopher Davis | CB | 1.8% | 1.7% | -0.11 pp |
| David Rolfe | BKNG | 4.8% | 4.9% | +0.11 pp |
| Polen Capital Management | WULF | 0.0% | 0.1% | +0.11 pp |
| Thomas Gayner | SCHW | 1.1% | 1.0% | -0.11 pp |
| Richard Pzena | FMS | 1.1% | 1.0% | -0.11 pp |
| Torray Funds | AJG | 0.9% | 0.8% | -0.11 pp |
| Bill Miller | REZI | 0.6% | 0.5% | -0.11 pp |
| Bill Miller | CG | 0.5% | 0.4% | -0.11 pp |
| Dodge & Cox Funds | AVTR | 0.5% | 0.6% | +0.11 pp |
| Hillman Capital Management | CMCSA | 1.9% | 1.8% | -0.11 pp |
| Mairs & Power Funds | CHRW | 1.4% | 1.3% | -0.11 pp |
| Viking Global Investors | AON | 1.0% | 1.1% | +0.11 pp |
| Bill Nygren | ZBH | 1.6% | 1.5% | -0.11 pp |
| Bill Nygren | WAT | 0.1% | 0.0% | -0.11 pp |
| John Rogers | AXTA | 1.1% | 1.2% | +0.11 pp |
| Thomas Gayner | V | 2.5% | 2.6% | +0.11 pp |
| Carl Icahn | SD | 0.9% | 0.8% | -0.10 pp |
| Mason Hawkins | DOLE | 1.4% | 1.3% | -0.10 pp |
| Howard Marks | TX | 0.5% | 0.6% | +0.10 pp |
| John Rogers | HPE | 0.4% | 0.3% | -0.10 pp |
| Sarah Ketterer | WB | 0.3% | 0.2% | -0.10 pp |
| Third Avenue Management | SD | 0.9% | 0.8% | -0.10 pp |
| Christopher Davis | LYB | 2.1% | 2.0% | -0.10 pp |
| David Katz | NKE | 0.6% | 0.7% | +0.10 pp |
| Dodge & Cox Funds | BAP | 0.6% | 0.5% | -0.10 pp |
| Glenn Greenberg | ELV | 8.1% | 8.2% | +0.10 pp |
| Hillman Capital Management | MDT | 0.2% | 0.3% | +0.10 pp |
| Thomas Gayner | DG | 0.9% | 0.8% | -0.10 pp |
| Arnold Van Den Berg | DIS | 1.5% | 1.4% | -0.10 pp |
| Chase Coleman | UNH | 0.4% | 0.5% | +0.10 pp |
| Greenhaven Associates | AVTR | 2.9% | 2.8% | -0.10 pp |
| Bill Miller | CALM | 1.3% | 1.2% | -0.10 pp |
| Bill Nygren | OC | 0.1% | 0.2% | +0.10 pp |
| Chris Hohn | GOOGL | 1.6% | 1.7% | +0.10 pp |
| David Katz | TSN | 2.2% | 2.3% | +0.10 pp |
| Norbert Lou | PYPL | 10.5% | 10.6% | +0.10 pp |
| Carl Icahn | MNRO | 1.0% | 1.1% | +0.10 pp |
| Thomas Gayner | DE | 4.1% | 4.2% | +0.10 pp |
| Torray Funds | JKHY | 0.3% | 0.2% | -0.10 pp |
| Dodge & Cox Funds | NBIX | 0.4% | 0.5% | +0.10 pp |
| First Eagle Investment Management | MICC | 0.6% | 0.7% | +0.10 pp |
| John Rogers | NTRS | 1.8% | 1.7% | -0.10 pp |
| Sarah Ketterer | BCS | 1.1% | 1.2% | +0.10 pp |
| Stephen Mandel | TDG | 0.3% | 0.2% | -0.10 pp |
| Torray Funds | MPWR | 0.6% | 0.7% | +0.10 pp |
| Wallace Weitz | IDXX | 1.4% | 1.3% | -0.10 pp |
| Bill Miller | VRM | 0.2% | 0.1% | -0.10 pp |
| Harry Burn | GOOGL | 2.5% | 2.6% | +0.10 pp |
| Prem Watsa | BNS | 1.3% | 1.2% | -0.10 pp |
| Steven Check | AAPL | 0.4% | 0.3% | -0.10 pp |
| Dodge & Cox Funds | FTV | 1.3% | 1.4% | +0.10 pp |
| John Rogers | DIS | 0.7% | 0.6% | -0.10 pp |
| John Rogers | FDX | 0.4% | 0.3% | -0.10 pp |
| Thomas Gayner | AAPL | 2.6% | 2.7% | +0.10 pp |
| Thomas Gayner | AMAT | 0.1% | 0.2% | +0.10 pp |
| Viking Global Investors | AS | 0.7% | 0.6% | -0.10 pp |
| Mairs & Power Funds | MDT | 0.4% | 0.3% | -0.10 pp |
| Thomas Gayner | EPD | 0.1% | 0.2% | +0.10 pp |
| Torray Funds | NEE | 2.7% | 2.8% | +0.10 pp |
| Yacktman Asset Management | DIS | 1.7% | 1.6% | -0.10 pp |
| Chase Coleman | FWONK | 1.0% | 0.9% | -0.09 pp |
| Duan Yongping | PDD | 10.1% | 10.0% | -0.09 pp |
| Samantha McLemore | NVDA | 4.6% | 4.7% | +0.09 pp |
| Tweedy Browne | AXP | 1.5% | 1.6% | +0.09 pp |
| David Katz | JPM | 3.6% | 3.5% | -0.09 pp |
| First Eagle Investment Management | META | 3.1% | 3.0% | -0.09 pp |
| Hillman Capital Management | USB | 1.9% | 1.8% | -0.09 pp |
| Robert Vinall | DE | 0.7% | 0.8% | +0.09 pp |
| Sarah Ketterer | SAP | 1.0% | 1.1% | +0.09 pp |
| Stephen Mandel | AGX | 1.7% | 1.8% | +0.09 pp |
| Wallace Weitz | AON | 4.8% | 4.9% | +0.09 pp |
| Warren Buffett | VRSN | 0.8% | 0.8% | -0.09 pp |
| William Von Mueffling | MCO | 1.1% | 1.2% | +0.09 pp |
| Bruce Berkowitz | WRB | 1.1% | 1.2% | +0.09 pp |
| Christopher Davis | PINS | 1.0% | 1.1% | +0.09 pp |
| David Einhorn | CNC | 2.8% | 2.7% | -0.09 pp |
| Howard Marks | KRSP | 0.6% | 0.7% | +0.09 pp |
| Kahn Brothers Group | GNE | 0.4% | 0.3% | -0.09 pp |
| Sarah Ketterer | ZIM | 0.3% | 0.2% | -0.09 pp |
| Viking Global Investors | TSM | 4.2% | 4.3% | +0.09 pp |
| Wallace Weitz | LKQ | 0.8% | 0.7% | -0.09 pp |
| Yacktman Asset Management | CMCSA | 0.4% | 0.4% | -0.09 pp |
| Bill & Melinda Gates Foundation Trust | MSGS | 0.6% | 0.7% | +0.09 pp |
| Mairs & Power Funds | CRM | 0.1% | 0.0% | -0.09 pp |
| Wallace Weitz | VMC | 4.1% | 4.2% | +0.09 pp |
| Yacktman Asset Management | MAS | 0.2% | 0.3% | +0.09 pp |
| Arnold Van Den Berg | META | 0.8% | 0.7% | -0.09 pp |
| Dodge & Cox Funds | CPNG | 0.7% | 0.7% | -0.09 pp |
| First Eagle Investment Management | IFF | 1.1% | 1.2% | +0.09 pp |
| John Rogers | BMY | 0.5% | 0.4% | -0.09 pp |
| Richard Pzena | HUN | 0.3% | 0.2% | -0.09 pp |
| Torray Funds | VRSK | 0.7% | 0.6% | -0.09 pp |
| Tweedy Browne | PNC | 0.2% | 0.2% | +0.09 pp |
| Bill Nygren | TRGP | 2.9% | 2.8% | -0.09 pp |
| First Eagle Investment Management | AXP | 0.9% | 0.9% | +0.09 pp |
| Glenn Greenberg | PRI | 5.5% | 5.4% | -0.09 pp |
| Hillman Capital Management | BF-B | 3.2% | 3.3% | +0.09 pp |
| Mason Hawkins | PVH | 2.5% | 2.4% | -0.09 pp |
| Torray Funds | ORLY | 0.8% | 0.8% | -0.09 pp |
| Richard Pzena | MLKN | 0.1% | 0.2% | +0.09 pp |
| Yacktman Asset Management | AVTR | 0.5% | 0.6% | +0.09 pp |
| Bill Miller | PRDO | 0.4% | 0.3% | -0.09 pp |
| Bill Nygren | LAD | 0.7% | 0.7% | +0.09 pp |
| Kahn Brothers Group | FLG | 9.5% | 9.6% | +0.09 pp |
| Thomas Gayner | CSCO | 0.2% | 0.3% | +0.09 pp |
| Torray Funds | FN | 0.5% | 0.5% | -0.09 pp |
| Jensen Investment Management | ECL | 0.3% | 0.4% | +0.09 pp |
| John Rogers | T | 0.5% | 0.4% | -0.09 pp |
| Mairs & Power Funds | UNH | 2.0% | 2.1% | +0.09 pp |
| Mason Hawkins | KSPI | 0.9% | 1.0% | +0.09 pp |
| Tweedy Browne | GIII | 0.1% | 0.2% | +0.09 pp |
| Bill Nygren | RJF | 0.7% | 0.7% | +0.09 pp |
| Christopher Davis | APP | 0.6% | 0.7% | +0.09 pp |
| Josh Tarasoff | BN | 16.4% | 16.3% | -0.09 pp |
| Lee Ainslie | PCVX | 0.9% | 0.8% | -0.09 pp |
| Mairs & Power Funds | V | 2.6% | 2.7% | +0.09 pp |
| Bill & Melinda Gates Foundation Trust | CPNG | 0.6% | 0.5% | -0.08 pp |
| Bill Nygren | CBRE | 1.2% | 1.1% | -0.08 pp |
| First Eagle Investment Management | OKE | 1.8% | 1.7% | -0.08 pp |
| Mairs & Power Funds | ECL | 2.1% | 2.0% | -0.08 pp |
| David Katz | INTU | 0.1% | 0.2% | +0.08 pp |
| Dodge & Cox Funds | ZBH | 1.2% | 1.1% | -0.08 pp |
| Harry Burn | BP | 2.6% | 2.5% | -0.08 pp |
| John Rogers | GNRC | 2.8% | 2.9% | +0.08 pp |
| Mairs & Power Funds | DIS | 0.2% | 0.2% | -0.08 pp |
| Sarah Ketterer | BWLP | 0.0% | 0.1% | +0.08 pp |
| Third Avenue Management | FLG | 0.7% | 0.8% | +0.08 pp |
| Thomas Gayner | BX | 1.2% | 1.1% | -0.08 pp |
| Tweedy Browne | CROX | 0.1% | 0.2% | +0.08 pp |
| Arnold Van Den Berg | CI | 1.9% | 1.8% | -0.08 pp |
| Arnold Van Den Berg | CVX | 0.2% | 0.2% | -0.08 pp |
| Bill Nygren | CG | 1.1% | 1.0% | -0.08 pp |
| John Rogers | LH | 1.1% | 1.0% | -0.08 pp |
| Richard Pzena | ST | 0.4% | 0.3% | -0.08 pp |
| Sarah Ketterer | SW | 7.6% | 7.5% | -0.08 pp |
| Sarah Ketterer | ING | 0.5% | 0.6% | +0.08 pp |
| Third Avenue Management | WCC | 0.9% | 0.9% | +0.08 pp |
| Vulcan Value Partners | SARO | 0.5% | 0.4% | -0.08 pp |
| Wallace Weitz | BRK-B | 9.3% | 9.4% | +0.08 pp |
| Christopher Davis | JPM | 0.8% | 0.7% | -0.08 pp |
| Dodge & Cox Funds | IFF | 1.5% | 1.5% | +0.08 pp |
| First Eagle Investment Management | EXR | 0.9% | 0.9% | +0.08 pp |
| Francois Rochon | SUNB | 0.6% | 0.7% | +0.08 pp |
| Thomas Gayner | CMCSA | 0.2% | 0.1% | -0.08 pp |
| Arnold Van Den Berg | TMO | 1.6% | 1.5% | -0.08 pp |
| Bill & Melinda Gates Foundation Trust | SDGR | 0.3% | 0.3% | +0.08 pp |
| David Einhorn | ROIV | 1.9% | 1.9% | +0.08 pp |
| Polen Capital Management | DOCN | 0.1% | 0.1% | +0.08 pp |
| Chase Coleman | NU | 0.7% | 0.6% | -0.08 pp |
| John Rogers | KMX | 0.3% | 0.2% | -0.08 pp |
| Third Avenue Management | PB | 1.1% | 1.2% | +0.08 pp |
| Thomas Gayner | TSN | 0.5% | 0.4% | -0.08 pp |
| Thomas Gayner | URI | 0.2% | 0.3% | +0.08 pp |
| Bill Nygren | CPNG | 0.3% | 0.3% | +0.08 pp |
| Christopher Bloomstran | GE | 0.3% | 0.4% | +0.08 pp |
| David Katz | TXN | 2.5% | 2.4% | -0.08 pp |
| Dodge & Cox Funds | COF | 0.9% | 1.0% | +0.08 pp |
| Francis Chou | CYD | 0.4% | 0.5% | +0.08 pp |
| John Rogers | AMG | 3.3% | 3.4% | +0.08 pp |
| John Rogers | OMC | 0.9% | 0.9% | -0.08 pp |
| Tweedy Browne | CSCO | 0.3% | 0.3% | -0.08 pp |
| Tweedy Browne | VSNT | 0.1% | 0.2% | +0.08 pp |
| Yacktman Asset Management | KVUE | 1.8% | 1.9% | +0.08 pp |
| Bill Nygren | MRK | 2.0% | 2.1% | +0.08 pp |
| Hillman Capital Management | WBD | 3.7% | 3.7% | -0.08 pp |
| Howard Marks | RWAY | 1.1% | 1.0% | -0.08 pp |
| Mairs & Power Funds | GLW | 0.1% | 0.2% | +0.08 pp |
| Thomas Gayner | LMT | 0.3% | 0.3% | -0.08 pp |
| Tweedy Browne | VRTX | 1.4% | 1.5% | +0.08 pp |
| Dodge & Cox Funds | INCY | 0.6% | 0.7% | +0.08 pp |
| John Rogers | LFUS | 0.8% | 0.7% | -0.08 pp |
| Mason Hawkins | KHC | 4.4% | 4.4% | +0.08 pp |
| Sarah Ketterer | PHG | 0.8% | 0.9% | +0.08 pp |
| Thomas Gayner | HCA | 0.3% | 0.3% | -0.08 pp |
| Tweedy Browne | ELV | 0.1% | 0.2% | +0.08 pp |
| Bill Nygren | STZ | 0.6% | 0.6% | -0.07 pp |
| Chuck Akre | PRM | 0.1% | 0.2% | +0.07 pp |
| Dodge & Cox Funds | BKNG | 2.3% | 2.4% | +0.07 pp |
| First Eagle Investment Management | GFI | 0.3% | 0.2% | -0.07 pp |
| Francis Chou | CASH | 1.2% | 1.1% | -0.07 pp |
| Harry Burn | AMZN | 2.6% | 2.6% | -0.07 pp |
| Jensen Investment Management | TSM | 0.1% | 0.2% | +0.07 pp |
| Terry Smith | VRT | 0.2% | 0.1% | -0.07 pp |
| Thomas Gayner | HEI-A | 0.7% | 0.7% | +0.07 pp |
| Torray Funds | NTRA | 0.3% | 0.4% | +0.07 pp |
| Tweedy Browne | ARW | 0.1% | 0.2% | +0.07 pp |
| Wallace Weitz | LH | 1.8% | 1.9% | +0.07 pp |
| Dodge & Cox Funds | MSFT | 2.4% | 2.5% | +0.07 pp |
| Dodge & Cox Funds | HLN | 0.8% | 0.7% | -0.07 pp |
| First Eagle Investment Management | CL | 1.2% | 1.2% | +0.07 pp |
| First Pacific Advisors | MTN | 2.2% | 2.2% | +0.07 pp |
| Glenn Greenberg | DHI | 2.4% | 2.4% | +0.07 pp |
| Dodge & Cox Funds | WTW | 1.2% | 1.1% | -0.07 pp |
| Dodge & Cox Funds | PDD | 0.3% | 0.2% | -0.07 pp |
| Tweedy Browne | CNC | 0.0% | 0.1% | +0.07 pp |
| William Von Mueffling | SSNC | 1.7% | 1.6% | -0.07 pp |
| Bill Nygren | ROP | 0.8% | 0.9% | +0.07 pp |
| Harry Burn | EQT | 2.6% | 2.6% | -0.07 pp |
| John Rogers | MAT | 2.2% | 2.1% | -0.07 pp |
| Steven Check | DIS | 2.6% | 2.5% | -0.07 pp |
| Jensen Investment Management | ORCL | 0.3% | 0.4% | +0.07 pp |
| Third Avenue Management | CBRE | 3.0% | 2.9% | -0.07 pp |
| Third Avenue Management | BXC | 0.6% | 0.6% | +0.07 pp |
| Tweedy Browne | USB | 0.8% | 0.8% | +0.07 pp |
| David Einhorn | SNX | 2.5% | 2.6% | +0.07 pp |
| David Katz | AEP | 1.8% | 1.7% | -0.07 pp |
| Francois Rochon | KNSL | 2.7% | 2.7% | -0.07 pp |
| Hillman Capital Management | TSM | 1.9% | 1.9% | +0.07 pp |
| Jensen Investment Management | ACN | 0.2% | 0.2% | -0.07 pp |
| John Rogers | GILD | 0.3% | 0.2% | -0.07 pp |
| Lindsell Train | BF-B | 1.3% | 1.4% | +0.07 pp |
| Thomas Gayner | JNJ | 1.3% | 1.2% | -0.07 pp |
| Wallace Weitz | EEFT | 0.7% | 0.8% | +0.07 pp |
| Christopher Davis | CI | 2.7% | 2.7% | -0.07 pp |
| Francois Rochon | SCHW | 5.3% | 5.2% | -0.07 pp |
| Richard Pzena | RHI | 0.5% | 0.6% | +0.07 pp |
| Thomas Gayner | GD | 1.1% | 1.1% | -0.07 pp |
| Torray Funds | RBC | 0.7% | 0.8% | +0.07 pp |
| Tweedy Browne | COP | 0.3% | 0.3% | -0.07 pp |
| Sarah Ketterer | MRK | 1.3% | 1.3% | +0.07 pp |
| Terry Smith | ROL | 0.3% | 0.2% | -0.07 pp |
| Third Avenue Management | SBSI | 0.6% | 0.7% | +0.07 pp |
| Thomas Gayner | BAM | 0.8% | 0.7% | -0.07 pp |
| Arnold Van Den Berg | VRSN | 0.8% | 0.8% | -0.07 pp |
| Francois Rochon | AME | 4.8% | 4.9% | +0.07 pp |
| John Rogers | KKR | 0.5% | 0.4% | -0.07 pp |
| Mairs & Power Funds | WK | 0.4% | 0.4% | -0.07 pp |
| Thomas Gayner | RLI | 1.1% | 1.1% | -0.07 pp |
| Arnold Van Den Berg | AEM | 0.2% | 0.2% | -0.07 pp |
| Bill & Melinda Gates Foundation Trust | MCD | 0.3% | 0.3% | -0.07 pp |
| Bill Miller | CART | 0.4% | 0.5% | +0.07 pp |
| Chuck Akre | CPRT | 4.3% | 4.4% | +0.07 pp |
| First Eagle Investment Management | NG | 0.1% | 0.1% | -0.07 pp |
| First Pacific Advisors | VYX | 0.5% | 0.6% | +0.07 pp |
| Mairs & Power Funds | PIPR | 0.4% | 0.4% | -0.07 pp |
| Polen Capital Management | FROG | 0.0% | 0.1% | +0.07 pp |
| Dodge & Cox Funds | XP | 0.3% | 0.3% | -0.07 pp |
| First Eagle Investment Management | CMI | 0.7% | 0.6% | -0.07 pp |
| Richard Pzena | AAP | 0.7% | 0.8% | +0.07 pp |
| Jensen Investment Management | EMR | 0.2% | 0.3% | +0.06 pp |
| Torray Funds | FCN | 0.3% | 0.3% | -0.06 pp |
| Arnold Van Den Berg | SW | 1.5% | 1.5% | +0.06 pp |
| Christopher Bloomstran | NXPI | 0.3% | 0.2% | -0.06 pp |
| Christopher Davis | BRK-B | 1.6% | 1.6% | -0.06 pp |
| David Katz | USB | 3.4% | 3.4% | +0.06 pp |
| Dodge & Cox Funds | CI | 1.7% | 1.8% | +0.06 pp |
| Mairs & Power Funds | ISRG | 0.5% | 0.5% | +0.06 pp |
| Prem Watsa | TSM | 1.6% | 1.7% | +0.06 pp |
| Tweedy Browne | SIRI | 0.1% | 0.1% | +0.06 pp |
| Warren Buffett | LEN | 0.3% | 0.4% | +0.06 pp |
| Bill Miller | CTO | 2.7% | 2.7% | +0.06 pp |
| Chase Coleman | MELI | 1.0% | 1.1% | +0.06 pp |
| Dodge & Cox Funds | ADM | 0.6% | 0.6% | -0.06 pp |
| Francois Rochon | BRK-A | 0.3% | 0.2% | -0.06 pp |
| John Rogers | CBRE | 0.4% | 0.5% | +0.06 pp |
| Richard Pzena | SCSC | 0.1% | 0.2% | +0.06 pp |
| Vulcan Value Partners | TRU | 5.9% | 5.9% | +0.06 pp |
| Harry Burn | BRK-B | 3.2% | 3.1% | -0.06 pp |
| Hillman Capital Management | IFF | 3.7% | 3.6% | -0.06 pp |
| Howard Marks | XP | 1.4% | 1.3% | -0.06 pp |
| John Rogers | BIO | 2.5% | 2.4% | -0.06 pp |
| Tweedy Browne | ALLY | 0.1% | 0.2% | +0.06 pp |
| Christopher Davis | WCC | 0.5% | 0.5% | +0.06 pp |
| Hillman Capital Management | INTU | 0.3% | 0.2% | -0.06 pp |
| John Rogers | GCMG | 0.5% | 0.5% | +0.06 pp |
| Mason Hawkins | MLCO | 0.5% | 0.4% | -0.06 pp |
| Torray Funds | RYAN | 0.3% | 0.4% | +0.06 pp |
| Arnold Van Den Berg | MKTX | 1.2% | 1.2% | +0.06 pp |
| Bill & Melinda Gates Foundation Trust | WCN | 1.0% | 1.0% | -0.06 pp |
| Bill Nygren | NDAQ | 0.9% | 0.8% | -0.06 pp |
| Harry Burn | PKG | 0.4% | 0.4% | +0.06 pp |
| John Rogers | SCHW | 0.4% | 0.5% | +0.06 pp |
| Third Avenue Management | PBF | 1.0% | 1.0% | -0.06 pp |
| Wallace Weitz | NVDA | 0.4% | 0.5% | +0.06 pp |
| David Katz | MS | 3.6% | 3.5% | -0.06 pp |
| John Rogers | MSGS | 2.6% | 2.6% | +0.06 pp |
| Mairs & Power Funds | ZTS | 0.4% | 0.3% | -0.06 pp |
| Steven Check | BRK-A | 1.3% | 1.2% | -0.06 pp |
| Thomas Gayner | NKE | 0.2% | 0.1% | -0.06 pp |
| Tweedy Browne | DINO | 0.1% | 0.2% | +0.06 pp |
| Arnold Van Den Berg | OVV | 0.3% | 0.2% | -0.06 pp |
| Christopher Bloomstran | GEV | 0.2% | 0.3% | +0.06 pp |
| Francis Chou | ATKR | 0.2% | 0.3% | +0.06 pp |
| Francois Rochon | GOOGL | 3.7% | 3.7% | +0.06 pp |
| Jensen Investment Management | CL | 0.2% | 0.3% | +0.06 pp |
| Mairs & Power Funds | CLFD | 0.2% | 0.1% | -0.06 pp |
| Richard Pzena | WGO | 0.1% | 0.2% | +0.06 pp |
| Sarah Ketterer | BAP | 1.0% | 1.1% | +0.06 pp |
| Sarah Ketterer | TAL | 0.5% | 0.4% | -0.06 pp |
| Thomas Gayner | MA | 0.9% | 0.8% | -0.06 pp |
| Thomas Gayner | ITIC | 0.4% | 0.4% | +0.06 pp |
| Duan Yongping | UNH | 0.8% | 0.9% | +0.06 pp |
| First Eagle Investment Management | DE | 0.5% | 0.6% | +0.06 pp |
| Francis Chou | IMO | 0.3% | 0.3% | -0.06 pp |
| Thomas Gayner | HD | 2.5% | 2.5% | -0.06 pp |
| Yacktman Asset Management | UHAL | 0.2% | 0.3% | +0.06 pp |
| Dodge & Cox Funds | TIGO | 0.3% | 0.4% | +0.06 pp |
| Mairs & Power Funds | SCHW | 0.2% | 0.2% | -0.06 pp |
| Bill Miller | SN | 0.2% | 0.2% | +0.05 pp |
| First Eagle Investment Management | DEO | 0.0% | 0.1% | +0.05 pp |
| John Rogers | GNTX | 2.0% | 2.1% | +0.05 pp |
| Thomas Gayner | SPGI | 0.4% | 0.4% | -0.05 pp |
| Tweedy Browne | HTLD | 0.1% | 0.2% | +0.05 pp |
| Arnold Van Den Berg | VTOL | 1.0% | 0.9% | -0.05 pp |
| Bill Miller | BCC | 0.7% | 0.7% | -0.05 pp |
| Jensen Investment Management | KO | 0.2% | 0.2% | +0.05 pp |
| Yacktman Asset Management | LEGH | 0.2% | 0.2% | +0.05 pp |
| Christopher Davis | AGCO | 1.1% | 1.1% | -0.05 pp |
| Daniel Loeb | AUR | 0.2% | 0.2% | -0.05 pp |
| Dodge & Cox Funds | AON | 1.4% | 1.5% | +0.05 pp |
| Mairs & Power Funds | GNRC | 0.2% | 0.3% | +0.05 pp |
| Terry Smith | MSCI | 0.3% | 0.2% | -0.05 pp |
| Warren Buffett | AAPL | 22.0% | 22.0% | +0.05 pp |
| Bill Nygren | AIG | 2.1% | 2.0% | -0.05 pp |
| Dodge & Cox Funds | HPQ | 0.4% | 0.5% | +0.05 pp |
| Mairs & Power Funds | DCI | 0.4% | 0.4% | -0.05 pp |
| Terry Smith | MANH | 0.1% | 0.2% | +0.05 pp |
| Terry Smith | NSSC | 0.1% | 0.2% | +0.05 pp |
| Carl Icahn | BLCO | 0.7% | 0.7% | +0.05 pp |
| Christopher Davis | FITB | 0.6% | 0.7% | +0.05 pp |
| First Eagle Investment Management | DEI | 0.2% | 0.3% | +0.05 pp |
| Mairs & Power Funds | CASY | 0.7% | 0.7% | -0.05 pp |
| Mairs & Power Funds | TRV | 0.4% | 0.5% | +0.05 pp |
| Richard Pzena | LDOS | 0.1% | 0.1% | -0.05 pp |
| Sarah Ketterer | CGAU | 0.3% | 0.2% | -0.05 pp |
| Thomas Gayner | THG | 0.4% | 0.5% | +0.05 pp |
| Tweedy Browne | UNH | 0.1% | 0.1% | +0.05 pp |
| Tweedy Browne | KVUE | 0.1% | 0.1% | +0.05 pp |
| Tweedy Browne | AMN | 0.0% | 0.1% | +0.05 pp |
| Chase Coleman | WLTH | 0.6% | 0.6% | -0.05 pp |
| Chuck Akre | AMT | 0.1% | 0.1% | -0.05 pp |
| Dodge & Cox Funds | BN | 1.3% | 1.4% | +0.05 pp |
| Dodge & Cox Funds | TAP | 0.4% | 0.4% | -0.05 pp |
| Richard Pzena | SPB | 0.6% | 0.6% | +0.05 pp |
| Sarah Ketterer | DTE | 0.6% | 0.5% | -0.05 pp |
| Sarah Ketterer | SMFG | 0.3% | 0.4% | +0.05 pp |
| Bill Miller | BBW | 1.0% | 1.0% | -0.05 pp |
| Christopher Bloomstran | TRV | 0.7% | 0.7% | +0.05 pp |
| Hillman Capital Management | TMO | 0.2% | 0.3% | +0.05 pp |
| Muhlenkamp | RUSHB | 0.2% | 0.2% | +0.05 pp |
| Richard Pzena | GPN | 2.5% | 2.5% | -0.05 pp |
| Richard Pzena | BAP | 1.0% | 1.0% | -0.05 pp |
| Richard Pzena | TFX | 0.3% | 0.2% | -0.05 pp |
| Steven Check | MSFT | 0.1% | 0.1% | -0.05 pp |
| Third Avenue Management | OCFC | 0.7% | 0.8% | +0.05 pp |
| Thomas Gayner | COST | 0.3% | 0.3% | -0.05 pp |
| Torray Funds | BMRN | 0.6% | 0.6% | -0.05 pp |
| Viking Global Investors | ORIC | 0.2% | 0.2% | -0.05 pp |
| Harry Burn | TEVA | 3.9% | 4.0% | +0.05 pp |
| Howard Marks | SMPL | 0.4% | 0.4% | +0.05 pp |
| Polen Capital Management | ABNB | 2.0% | 2.0% | +0.05 pp |
| Steven Check | BN | 10.9% | 11.0% | +0.05 pp |
| Third Avenue Management | FRPH | 0.4% | 0.4% | +0.05 pp |
| Torray Funds | HALO | 0.4% | 0.4% | +0.05 pp |
| Yacktman Asset Management | DVN | 0.3% | 0.3% | -0.05 pp |
| Christopher Bloomstran | COST | 0.4% | 0.4% | -0.05 pp |
| Dodge & Cox Funds | MCHP | 0.2% | 0.3% | +0.05 pp |
| Polen Capital Management | CCJ | 0.0% | 0.1% | +0.05 pp |
| Prem Watsa | CIGI | 0.1% | 0.1% | -0.05 pp |
| Richard Pzena | CI | 0.5% | 0.5% | -0.05 pp |
| Richard Pzena | ELV | 0.2% | 0.3% | +0.05 pp |
| Sarah Ketterer | TXN | 0.5% | 0.5% | +0.05 pp |
| Thomas Gayner | FIX | 0.1% | 0.2% | +0.05 pp |
| Tweedy Browne | BRK-A | 8.2% | 8.2% | -0.05 pp |
| Tweedy Browne | CI | 0.1% | 0.2% | +0.05 pp |
| Bill Miller | CPNG | 0.3% | 0.3% | -0.04 pp |
| Dodge & Cox Funds | YUMC | 0.2% | 0.2% | -0.04 pp |
| First Eagle Investment Management | OMC | 0.9% | 0.9% | -0.04 pp |
| First Eagle Investment Management | PAAS | 0.2% | 0.2% | -0.04 pp |
| John Rogers | INTC | 0.7% | 0.8% | +0.04 pp |
| John Rogers | APA | 0.1% | 0.1% | -0.04 pp |
| Lee Ainslie | HSY | 0.1% | 0.0% | -0.04 pp |
| Polen Capital Management | LASR | 0.0% | 0.1% | +0.04 pp |
| Richard Pzena | LEA | 2.7% | 2.6% | -0.04 pp |
| Richard Pzena | STZ | 0.3% | 0.2% | -0.04 pp |
| Richard Pzena | ABM | 0.2% | 0.2% | +0.04 pp |
| Richard Pzena | BFH | 0.1% | 0.1% | -0.04 pp |
| Sarah Ketterer | CFG | 0.8% | 0.8% | +0.04 pp |
| Torray Funds | BWXT | 0.4% | 0.3% | -0.04 pp |
| AKO Capital | WMB | 2.5% | 2.6% | +0.04 pp |
| Dodge & Cox Funds | GEHC | 1.2% | 1.3% | +0.04 pp |
| Dodge & Cox Funds | FOXA | 0.3% | 0.3% | -0.04 pp |
| First Eagle Investment Management | CRM | 1.9% | 1.9% | -0.04 pp |
| First Pacific Advisors | PCG | 0.3% | 0.2% | -0.04 pp |
| Jensen Investment Management | AON | 0.2% | 0.2% | +0.04 pp |
| Prem Watsa | LULU | 0.1% | 0.1% | -0.04 pp |
| Sarah Ketterer | HAFN | 0.0% | 0.0% | +0.04 pp |
| Thomas Gayner | MCO | 0.8% | 0.7% | -0.04 pp |
| Tweedy Browne | ARLP | 0.2% | 0.2% | +0.04 pp |
| Tweedy Browne | ABG | 0.1% | 0.2% | +0.04 pp |
| Dodge & Cox Funds | MDT | 0.4% | 0.3% | -0.04 pp |
| Dodge & Cox Funds | ALNY | 0.4% | 0.3% | -0.04 pp |
| Jensen Investment Management | MRSH | 3.9% | 4.0% | +0.04 pp |
| Mairs & Power Funds | CAT | 0.1% | 0.2% | +0.04 pp |
| Polen Capital Management | BE | 0.1% | 0.1% | +0.04 pp |
| Torray Funds | AAPL | 1.8% | 1.9% | +0.04 pp |
| Viking Global Investors | SION | 0.4% | 0.4% | +0.04 pp |
| Arnold Van Den Berg | LBRT | 0.3% | 0.2% | -0.04 pp |
| Chase Coleman | BULL | 0.1% | 0.2% | +0.04 pp |
| Christopher Davis | NVDA | 0.1% | 0.1% | +0.04 pp |
| First Eagle Investment Management | COHU | 0.0% | 0.1% | +0.04 pp |
| First Pacific Advisors | NATL | 0.1% | 0.0% | -0.04 pp |
| Francois Rochon | TSM | 0.1% | 0.1% | -0.04 pp |
| Mairs & Power Funds | SHW | 1.4% | 1.4% | -0.04 pp |
| Richard Pzena | NVST | 0.1% | 0.1% | -0.04 pp |
| Steven Check | BH-A | 0.2% | 0.1% | -0.04 pp |
| Torray Funds | COO | 0.3% | 0.2% | -0.04 pp |
| Viking Global Investors | ORKA | 0.4% | 0.4% | +0.04 pp |
| Wallace Weitz | MA | 5.1% | 5.2% | +0.04 pp |
| Christopher Davis | MKL | 3.4% | 3.4% | +0.04 pp |
| First Eagle Investment Management | VSH | 0.0% | 0.1% | +0.04 pp |
| Polen Capital Management | TWST | 0.0% | 0.0% | +0.04 pp |
| Polen Capital Management | SAP | 0.1% | 0.0% | -0.04 pp |
| Stephen Mandel | GOOGL | 0.4% | 0.5% | +0.04 pp |
| Terry Smith | TXN | 4.0% | 3.9% | -0.04 pp |
| Thomas Gayner | ADM | 0.9% | 0.9% | -0.04 pp |
| Christopher Davis | DGX | 1.5% | 1.4% | -0.04 pp |
| Lee Ainslie | MMSI | 0.6% | 0.6% | +0.04 pp |
| Viking Global Investors | DNA | 0.1% | 0.1% | +0.04 pp |
| Vulcan Value Partners | ABM | 0.6% | 0.6% | -0.04 pp |
| Arnold Van Den Berg | MCO | 0.6% | 0.5% | -0.04 pp |
| Bill Nygren | PAYC | 0.5% | 0.6% | +0.04 pp |
| Dodge & Cox Funds | ELAN | 0.9% | 0.9% | -0.04 pp |
| Dodge & Cox Funds | COHR | 0.1% | 0.1% | +0.04 pp |
| First Eagle Investment Management | BIO | 1.2% | 1.3% | +0.04 pp |
| John Rogers | CVX | 0.1% | 0.1% | -0.04 pp |
| Mairs & Power Funds | HSY | 0.1% | 0.1% | -0.04 pp |
| Mairs & Power Funds | ALRS | 0.0% | 0.1% | +0.04 pp |
| Polen Capital Management | LPTH | 0.0% | 0.0% | +0.04 pp |
| Sarah Ketterer | FSM | 0.2% | 0.2% | +0.04 pp |
| Thomas Gayner | ITW | 0.7% | 0.7% | -0.04 pp |
| Thomas Gayner | NVR | 0.7% | 0.6% | -0.04 pp |
| Thomas Gayner | CME | 0.1% | 0.1% | -0.04 pp |
| Tweedy Browne | ALSN | 0.1% | 0.2% | +0.04 pp |
| Tweedy Browne | WU | 0.1% | 0.2% | +0.04 pp |
| Tweedy Browne | BZH | 0.1% | 0.1% | +0.04 pp |
| First Eagle Investment Management | DG | 0.9% | 0.9% | -0.04 pp |
| Francois Rochon | ANET | 1.9% | 1.9% | +0.04 pp |
| Hillman Capital Management | GOOG | 0.2% | 0.3% | +0.04 pp |
| Lindsell Train | V | 0.1% | 0.1% | +0.04 pp |
| Mairs & Power Funds | XEL | 0.3% | 0.3% | -0.04 pp |
| Richard Pzena | BAC | 1.0% | 1.1% | +0.04 pp |
| Richard Pzena | MHK | 0.4% | 0.4% | +0.04 pp |
| Thomas Gayner | RTX | 0.4% | 0.3% | -0.04 pp |
| Tweedy Browne | BMY | 0.1% | 0.2% | +0.04 pp |
| Bill Miller | OMF | 1.2% | 1.2% | +0.04 pp |
| Christopher Davis | FISV | 0.2% | 0.1% | -0.04 pp |
| First Eagle Investment Management | SIMO | 0.0% | 0.1% | +0.04 pp |
| First Eagle Investment Management | HNGE | 0.0% | 0.1% | +0.04 pp |
| Francis Chou | AGO | 0.7% | 0.6% | -0.04 pp |
| Mairs & Power Funds | AMBA | 0.1% | 0.1% | +0.04 pp |
| Polen Capital Management | SPOT | 0.4% | 0.3% | -0.04 pp |
| Polen Capital Management | FTK | 0.0% | 0.0% | +0.04 pp |
| Vulcan Value Partners | QRVO | 0.6% | 0.5% | -0.04 pp |
| Warren Buffett | M | 0.0% | 0.1% | +0.04 pp |
| Bill Nygren | STT | 1.0% | 1.1% | +0.04 pp |
| Christopher Bloomstran | CVX | 0.1% | 0.1% | -0.04 pp |
| Christopher Davis | GOOG | 0.9% | 0.9% | -0.04 pp |
| Christopher Davis | L | 0.3% | 0.3% | -0.04 pp |
| David Katz | BRK-B | 0.5% | 0.5% | -0.04 pp |
| First Eagle Investment Management | UCTT | 0.0% | 0.1% | +0.04 pp |
| First Eagle Investment Management | VECO | 0.0% | 0.1% | +0.04 pp |
| Francois Rochon | JPM | 0.6% | 0.5% | -0.04 pp |
| Jensen Investment Management | CDNS | 2.8% | 2.8% | +0.04 pp |
| Polen Capital Management | REAL | 0.0% | 0.1% | +0.04 pp |
| Richard Pzena | CNO | 0.3% | 0.4% | +0.04 pp |
| Richard Pzena | CNXC | 0.3% | 0.2% | -0.04 pp |
| Thomas Gayner | MSCI | 0.6% | 0.6% | -0.04 pp |
| Torray Funds | SNDX | 0.4% | 0.4% | +0.04 pp |
| Torray Funds | HD | 0.2% | 0.1% | -0.04 pp |
| Arnold Van Den Berg | SU | 0.1% | 0.1% | -0.04 pp |
| Bill & Melinda Gates Foundation Trust | BUD | 0.4% | 0.4% | +0.04 pp |
| Bill Nygren | V | 0.3% | 0.3% | +0.04 pp |
| Dodge & Cox Funds | JD | 0.2% | 0.2% | -0.04 pp |
| First Eagle Investment Management | ORCL | 2.1% | 2.1% | -0.04 pp |
| First Eagle Investment Management | WAT | 0.8% | 0.8% | +0.04 pp |
| First Eagle Investment Management | ONTO | 0.0% | 0.1% | +0.04 pp |
| First Pacific Advisors | TDW | 0.1% | 0.1% | -0.04 pp |
| Kahn Brothers Group | NVS | 0.4% | 0.3% | -0.04 pp |
| Mairs & Power Funds | SYY | 0.1% | 0.0% | -0.04 pp |
| Polen Capital Management | BELFB | 0.1% | 0.1% | +0.04 pp |
| Polen Capital Management | AEHR | 0.0% | 0.1% | +0.04 pp |
| Polen Capital Management | VPG | 0.0% | 0.0% | +0.04 pp |
| Third Avenue Management | BATRK | 0.2% | 0.2% | +0.04 pp |
| Thomas Gayner | TROW | 0.2% | 0.3% | +0.04 pp |
| Thomas Gayner | VRSK | 0.2% | 0.2% | -0.04 pp |
| Tweedy Browne | GSK | 0.4% | 0.3% | -0.04 pp |
| Tweedy Browne | LW | 0.1% | 0.1% | +0.04 pp |
| First Eagle Investment Management | MTRN | 0.0% | 0.1% | +0.03 pp |
| Francis Chou | MGA | 0.3% | 0.3% | +0.03 pp |
| Mairs & Power Funds | KHC | 0.1% | 0.0% | -0.03 pp |
| Polen Capital Management | NU | 0.1% | 0.1% | -0.03 pp |
| Polen Capital Management | VICR | 0.0% | 0.0% | +0.03 pp |
| Richard Pzena | HCA | 0.1% | 0.1% | -0.03 pp |
| Torray Funds | GOOG | 0.3% | 0.3% | +0.03 pp |
| Viking Global Investors | INBX | 0.3% | 0.3% | +0.03 pp |
| Chase Coleman | EQPT | 0.4% | 0.4% | -0.03 pp |
| Dodge & Cox Funds | FCNCA | 0.4% | 0.4% | +0.03 pp |
| John Rogers | LMT | 0.1% | 0.1% | -0.03 pp |
| Lee Ainslie | SPB | 0.1% | 0.0% | -0.03 pp |
| Mairs & Power Funds | AMAT | 0.0% | 0.1% | +0.03 pp |
| Polen Capital Management | MELI | 0.4% | 0.4% | -0.03 pp |
| Sarah Ketterer | BA | 0.8% | 0.7% | -0.03 pp |
| Thomas Gayner | APO | 0.9% | 0.9% | -0.03 pp |
| Christopher Davis | RNR | 0.4% | 0.3% | -0.03 pp |
| Clifford Sosin | SWIM | 0.3% | 0.3% | +0.03 pp |
| Dodge & Cox Funds | APD | 1.5% | 1.4% | -0.03 pp |
| Dodge & Cox Funds | CX | 0.5% | 0.5% | -0.03 pp |
| John Rogers | SSD | 0.2% | 0.2% | +0.03 pp |
| Mason Hawkins | RXO | 0.0% | 0.1% | +0.03 pp |
| Prem Watsa | GTX | 0.2% | 0.1% | -0.03 pp |
| Richard Pzena | ARCO | 0.3% | 0.3% | -0.03 pp |
| Terry Smith | MEDP | 0.2% | 0.2% | -0.03 pp |
| Vulcan Value Partners | PRG | 0.4% | 0.4% | -0.03 pp |
| Arnold Van Den Berg | BAC | 0.6% | 0.6% | +0.03 pp |
| Bill Nygren | MSFT | 0.0% | 0.0% | +0.03 pp |
| David Katz | MTB | 1.5% | 1.5% | +0.03 pp |
| Dodge & Cox Funds | FOX | 0.2% | 0.2% | -0.03 pp |
| Jensen Investment Management | CCK | 0.1% | 0.1% | +0.03 pp |
| Jensen Investment Management | CTSH | 0.1% | 0.1% | -0.03 pp |
| Jensen Investment Management | TROW | 0.1% | 0.1% | +0.03 pp |
| Thomas Gayner | HSY | 0.1% | 0.1% | -0.03 pp |
| Tweedy Browne | NVST | 2.9% | 2.9% | -0.03 pp |
| Wallace Weitz | APH | 0.1% | 0.1% | +0.03 pp |
| Bill Nygren | WFC | 1.2% | 1.2% | +0.03 pp |
| Dodge & Cox Funds | TDY | 0.5% | 0.6% | +0.03 pp |
| Francois Rochon | OZK | 2.1% | 2.1% | +0.03 pp |
| Howard Marks | BMM | 0.3% | 0.3% | +0.03 pp |
| Lee Ainslie | CVNA | 1.5% | 1.6% | +0.03 pp |
| Polen Capital Management | GOOGL | 0.1% | 0.1% | +0.03 pp |
| Sarah Ketterer | NGG | 0.6% | 0.5% | -0.03 pp |
| Terry Smith | NTNX | 0.2% | 0.2% | +0.03 pp |
| Thomas Gayner | SUNB | 0.5% | 0.6% | +0.03 pp |
| Thomas Gayner | CSX | 0.2% | 0.2% | +0.03 pp |
| Thomas Russo | BF-A | 0.5% | 0.5% | -0.03 pp |
| Torray Funds | URI | 0.1% | 0.1% | +0.03 pp |
| Bill Nygren | WDAY | 0.0% | 0.0% | +0.03 pp |
| Duan Yongping | CRCL | 0.1% | 0.1% | -0.03 pp |
| First Eagle Investment Management | SHEL | 0.2% | 0.1% | -0.03 pp |
| First Eagle Investment Management | BHE | 0.0% | 0.1% | +0.03 pp |
| Francis Chou | AAPL | 5.4% | 5.3% | -0.03 pp |
| Jensen Investment Management | MMM | 0.1% | 0.1% | +0.03 pp |
| John Rogers | FSLR | 0.6% | 0.6% | -0.03 pp |
| Mairs & Power Funds | PG | 0.4% | 0.3% | -0.03 pp |
| Polen Capital Management | VECO | 0.0% | 0.0% | +0.03 pp |
| Richard Pzena | WCC | 0.1% | 0.1% | -0.03 pp |
| Sarah Ketterer | PUK | 0.5% | 0.5% | +0.03 pp |
| Sarah Ketterer | BXP | 0.2% | 0.3% | +0.03 pp |
| Steven Check | AER | 6.9% | 6.9% | -0.03 pp |
| Steven Check | AMGN | 0.1% | 0.1% | -0.03 pp |
| Thomas Gayner | ECL | 0.6% | 0.6% | -0.03 pp |
| Thomas Gayner | UNP | 0.3% | 0.3% | +0.03 pp |
| Thomas Gayner | HII | 0.1% | 0.1% | -0.03 pp |
| Bill Nygren | SUNB | 1.0% | 1.0% | +0.03 pp |
| Christopher Davis | JCI | 0.1% | 0.1% | -0.03 pp |
| Francois Rochon | FND | 0.4% | 0.5% | +0.03 pp |
| Jensen Investment Management | VEEV | 2.0% | 1.9% | -0.03 pp |
| Jensen Investment Management | ADP | 0.4% | 0.4% | +0.03 pp |
| John Rogers | KFY | 0.3% | 0.3% | -0.03 pp |
| John Rogers | CNP | 0.2% | 0.2% | -0.03 pp |
| John Rogers | KB | 0.1% | 0.0% | -0.03 pp |
| Mairs & Power Funds | BMI | 0.2% | 0.1% | -0.03 pp |
| Mairs & Power Funds | ORCL | 0.0% | 0.0% | -0.03 pp |
| Samantha McLemore | DAL | 1.4% | 1.3% | -0.03 pp |
| Torray Funds | CASY | 1.8% | 1.8% | -0.03 pp |
| Torray Funds | NOC | 0.1% | 0.1% | -0.03 pp |
| Bill Nygren | ADBE | 0.7% | 0.8% | +0.03 pp |
| Christopher Bloomstran | AAPL | 0.1% | 0.2% | +0.03 pp |
| Christopher Davis | COF | 7.2% | 7.1% | -0.03 pp |
| David Katz | NVDA | 0.1% | 0.1% | -0.03 pp |
| First Eagle Investment Management | ROG | 0.0% | 0.1% | +0.03 pp |
| John Armitage | MCO | 7.5% | 7.5% | -0.03 pp |
| Richard Pzena | TBI | 0.0% | 0.1% | +0.03 pp |
| Ruane Cunniff LP | MU | 0.0% | 0.0% | +0.03 pp |
| Steven Check | MKL | 9.1% | 9.0% | -0.03 pp |
| Terry Smith | DOCS | 0.1% | 0.1% | -0.03 pp |
| Tweedy Browne | AAP | 0.1% | 0.1% | +0.03 pp |
| Yacktman Asset Management | UL | 0.2% | 0.2% | +0.03 pp |
| Arnold Van Den Berg | T | 0.1% | 0.1% | -0.03 pp |
| First Eagle Investment Management | NPO | 0.0% | 0.1% | +0.03 pp |
| First Eagle Investment Management | ESI | 0.0% | 0.0% | +0.03 pp |
| Hillman Capital Management | CPB | 2.6% | 2.6% | +0.03 pp |
| Jensen Investment Management | LEVI | 0.1% | 0.1% | +0.03 pp |
| Lee Ainslie | BUD | 0.0% | 0.0% | -0.03 pp |
| Sarah Ketterer | EG | 1.0% | 1.0% | -0.03 pp |
| Thomas Gayner | PEP | 0.1% | 0.1% | -0.03 pp |
| Tweedy Browne | TFC | 2.0% | 2.1% | +0.03 pp |
| Tweedy Browne | NTR | 0.2% | 0.2% | -0.03 pp |
| Christopher Davis | VALE | 0.2% | 0.2% | -0.03 pp |
| Francois Rochon | CPRT | 0.0% | 0.0% | -0.03 pp |
| Glenn Greenberg | HCA | 0.0% | 0.0% | +0.03 pp |
| Samantha McLemore | TEM | 0.7% | 0.8% | +0.03 pp |
| Samantha McLemore | APA | 0.1% | 0.1% | -0.03 pp |
| Steven Check | TRUP | 0.1% | 0.0% | -0.03 pp |
| Tweedy Browne | UNP | 0.4% | 0.4% | +0.03 pp |
| Tweedy Browne | LKQ | 0.1% | 0.1% | +0.03 pp |
| Viking Global Investors | TRVI | 0.1% | 0.1% | -0.03 pp |
| Chase Coleman | JD | 0.0% | 0.0% | -0.02 pp |
| Dodge & Cox Funds | DHR | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | AMBQ | 0.0% | 0.0% | +0.02 pp |
| First Pacific Advisors | AVGO | 0.3% | 0.3% | +0.02 pp |
| John Rogers | TSM | 0.1% | 0.1% | +0.02 pp |
| John Rogers | B | 0.1% | 0.1% | -0.02 pp |
| Lindsell Train | CP | 0.1% | 0.1% | +0.02 pp |
| Mairs & Power Funds | NWE | 0.1% | 0.0% | -0.02 pp |
| Richard Pzena | MS | 0.3% | 0.3% | +0.02 pp |
| Thomas Gayner | AON | 0.4% | 0.3% | -0.02 pp |
| Thomas Gayner | MAR | 0.3% | 0.3% | +0.02 pp |
| Thomas Gayner | LAMR | 0.2% | 0.2% | +0.02 pp |
| Vulcan Value Partners | JLL | 0.9% | 0.9% | +0.02 pp |
| Arnold Van Den Berg | RIG | 0.0% | 0.0% | -0.02 pp |
| Bill Nygren | ABM | 0.1% | 0.2% | +0.02 pp |
| Bill Nygren | ALSN | 0.1% | 0.1% | -0.02 pp |
| First Eagle Investment Management | PLXS | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | KWR | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | CYRX | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | LRN | 0.0% | 0.0% | +0.02 pp |
| Francis Chou | HPQ | 0.2% | 0.3% | +0.02 pp |
| Mairs & Power Funds | HD | 0.5% | 0.5% | -0.02 pp |
| Mason Hawkins | H | 0.1% | 0.1% | +0.02 pp |
| Polen Capital Management | MOD | 0.0% | 0.1% | +0.02 pp |
| Polen Capital Management | BKD | 0.0% | 0.1% | +0.02 pp |
| Polen Capital Management | SEI | 0.0% | 0.1% | +0.02 pp |
| Richard Pzena | ONB | 0.2% | 0.2% | +0.02 pp |
| Richard Pzena | OSK | 0.2% | 0.2% | -0.02 pp |
| Richard Pzena | HOFT | 0.1% | 0.1% | +0.02 pp |
| Stephen Mandel | ASML | 6.9% | 6.9% | +0.02 pp |
| Third Avenue Management | WY | 0.6% | 0.6% | -0.02 pp |
| Tweedy Browne | TDW | 0.2% | 0.1% | -0.02 pp |
| Tweedy Browne | TAP | 0.1% | 0.1% | +0.02 pp |
| Bill Nygren | CTVA | 1.9% | 1.8% | -0.02 pp |
| First Eagle Investment Management | DCO | 0.0% | 0.1% | +0.02 pp |
| First Eagle Investment Management | KALU | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | EXTR | 0.0% | 0.0% | +0.02 pp |
| Jensen Investment Management | GWW | 0.1% | 0.1% | +0.02 pp |
| John Rogers | MGPI | 0.1% | 0.1% | -0.02 pp |
| Mason Hawkins | AMG | 0.1% | 0.1% | +0.02 pp |
| Polen Capital Management | GH | 0.0% | 0.0% | +0.02 pp |
| Richard Pzena | MMI | 0.2% | 0.2% | +0.02 pp |
| Richard Pzena | HELE | 0.0% | 0.1% | +0.02 pp |
| Sarah Ketterer | GOOG | 1.2% | 1.2% | +0.02 pp |
| Thomas Gayner | EFX | 0.1% | 0.1% | -0.02 pp |
| Thomas Gayner | CBOE | 0.1% | 0.1% | -0.02 pp |
| Torray Funds | VEEV | 0.6% | 0.6% | -0.02 pp |
| Torray Funds | MTD | 0.3% | 0.3% | -0.02 pp |
| Tweedy Browne | DEO | 0.7% | 0.8% | +0.02 pp |
| Tweedy Browne | PSX | 0.2% | 0.2% | -0.02 pp |
| Arnold Van Den Berg | COHR | 3.5% | 3.5% | -0.02 pp |
| Arnold Van Den Berg | AR | 0.1% | 0.1% | -0.02 pp |
| Bill Nygren | FISV | 1.5% | 1.4% | -0.02 pp |
| Christopher Davis | ARE | 0.0% | 0.0% | -0.02 pp |
| First Eagle Investment Management | HLIT | 0.0% | 0.0% | +0.02 pp |
| Jensen Investment Management | URI | 0.0% | 0.1% | +0.02 pp |
| John Rogers | JNJ | 0.1% | 0.1% | -0.02 pp |
| Kahn Brothers Group | CVX | 0.1% | 0.1% | -0.02 pp |
| Polen Capital Management | PURR | 0.0% | 0.0% | +0.02 pp |
| Polen Capital Management | BBIO | 0.0% | 0.0% | -0.02 pp |
| Terry Smith | BMI | 0.2% | 0.2% | +0.02 pp |
| Tweedy Browne | NVS | 0.9% | 0.8% | -0.02 pp |
| Bill Nygren | HCA | 0.1% | 0.1% | -0.02 pp |
| Christopher Bloomstran | PSKY | 0.7% | 0.7% | +0.02 pp |
| Christopher Davis | STT | 0.1% | 0.1% | +0.02 pp |
| First Eagle Investment Management | IBP | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | HRI | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | DORM | 0.0% | 0.0% | +0.02 pp |
| Hillman Capital Management | CSGP | 0.2% | 0.2% | -0.02 pp |
| John Rogers | XRAY | 0.8% | 0.8% | +0.02 pp |
| Richard Pzena | GOOGL | 0.2% | 0.2% | +0.02 pp |
| Richard Pzena | ARW | 0.1% | 0.1% | -0.02 pp |
| Robert Vinall | MORN | 0.2% | 0.2% | -0.02 pp |
| Thomas Gayner | AXP | 1.2% | 1.3% | +0.02 pp |
| Thomas Gayner | YUM | 0.3% | 0.3% | -0.02 pp |
| Thomas Gayner | CARR | 0.1% | 0.1% | +0.02 pp |
| Torray Funds | SHW | 0.5% | 0.6% | +0.02 pp |
| Tweedy Browne | HAFN | 0.2% | 0.2% | -0.02 pp |
| William Von Mueffling | SPOT | 1.4% | 1.4% | -0.02 pp |
| Arnold Van Den Berg | EG | 0.1% | 0.1% | -0.02 pp |
| Christopher Davis | AXP | 0.3% | 0.3% | -0.02 pp |
| Christopher Davis | SCHW | 0.1% | 0.1% | -0.02 pp |
| David Einhorn | IMVT | 0.1% | 0.1% | +0.02 pp |
| David Katz | LOW | 1.4% | 1.4% | +0.02 pp |
| Francis Chou | POOL | 1.0% | 1.1% | +0.02 pp |
| Francois Rochon | MEDP | 4.5% | 4.5% | +0.02 pp |
| Jensen Investment Management | ABBV | 0.0% | 0.1% | +0.02 pp |
| Jensen Investment Management | G | 0.1% | 0.0% | -0.02 pp |
| Leon Cooperman | AMZN | 1.2% | 1.1% | -0.02 pp |
| Mairs & Power Funds | CVX | 0.1% | 0.1% | -0.02 pp |
| Polen Capital Management | SITM | 0.0% | 0.0% | +0.02 pp |
| Polen Capital Management | TSHA | 0.0% | 0.0% | +0.02 pp |
| Polen Capital Management | LTH | 0.0% | 0.0% | +0.02 pp |
| Richard Pzena | COLB | 0.2% | 0.2% | +0.02 pp |
| Richard Pzena | ASB | 0.2% | 0.2% | +0.02 pp |
| Sarah Ketterer | BIIB | 0.6% | 0.7% | +0.02 pp |
| Thomas Russo | MKL | 0.1% | 0.1% | -0.02 pp |
| Tweedy Browne | VZ | 0.1% | 0.1% | -0.02 pp |
| Arnold Van Den Berg | HL | 0.1% | 0.1% | -0.02 pp |
| Bill Nygren | GPC | 0.6% | 0.6% | +0.02 pp |
| Bill Nygren | ORCL | 0.1% | 0.1% | -0.02 pp |
| First Eagle Investment Management | BKD | 0.0% | 0.1% | +0.02 pp |
| First Eagle Investment Management | RELY | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | TKR | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | FLYW | 0.0% | 0.0% | +0.02 pp |
| Jensen Investment Management | TSCO | 0.1% | 0.1% | -0.02 pp |
| John Rogers | AFL | 0.3% | 0.3% | -0.02 pp |
| Lee Ainslie | ELAN | 0.0% | 0.0% | -0.02 pp |
| Mairs & Power Funds | TGT | 0.2% | 0.2% | -0.02 pp |
| Mairs & Power Funds | LTH | 0.0% | 0.1% | +0.02 pp |
| Mason Hawkins | LYV | 0.1% | 0.1% | +0.02 pp |
| Polen Capital Management | SPHR | 0.0% | 0.1% | +0.02 pp |
| Prem Watsa | CNI | 0.1% | 0.1% | -0.02 pp |
| Samantha McLemore | EXPE | 1.4% | 1.4% | -0.02 pp |
| Steven Check | TSLA | 0.1% | 0.0% | -0.02 pp |
| Terry Smith | CLX | 0.2% | 0.2% | -0.02 pp |
| Thomas Gayner | WY | 0.0% | 0.0% | +0.02 pp |
| Thomas Russo | COST | 0.1% | 0.0% | -0.02 pp |
| ValueAct Capital | META | 9.2% | 9.2% | -0.02 pp |
| Wallace Weitz | ADI | 2.4% | 2.3% | -0.02 pp |
| Bill & Melinda Gates Foundation Trust | DHR | 0.2% | 0.2% | -0.02 pp |
| Christopher Davis | EG | 0.2% | 0.2% | -0.02 pp |
| Christopher Davis | ESS | 0.0% | 0.0% | +0.02 pp |
| David Katz | ABBV | 0.8% | 0.8% | +0.02 pp |
| First Eagle Investment Management | SLP | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | CON | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | ENSG | 0.0% | 0.0% | +0.02 pp |
| Jensen Investment Management | CLX | 0.1% | 0.1% | +0.02 pp |
| Jensen Investment Management | KEYS | 0.1% | 0.1% | -0.02 pp |
| John Rogers | FITB | 0.3% | 0.3% | +0.02 pp |
| John Rogers | SNA | 0.1% | 0.1% | -0.02 pp |
| Lee Ainslie | CLX | 0.0% | 0.0% | -0.02 pp |
| Mairs & Power Funds | HRL | 0.8% | 0.8% | -0.02 pp |
| Mairs & Power Funds | PFG | 0.2% | 0.1% | -0.02 pp |
| Muhlenkamp | EPD | 0.2% | 0.3% | +0.02 pp |
| Polen Capital Management | AIR | 0.0% | 0.0% | +0.02 pp |
| Richard Pzena | HVT | 0.1% | 0.1% | +0.02 pp |
| Thomas Gayner | SBUX | 0.5% | 0.5% | +0.02 pp |
| Warren Buffett | ALLY | 0.4% | 0.4% | -0.02 pp |
| Arnold Van Den Berg | ERO | 0.2% | 0.2% | -0.02 pp |
| Arnold Van Den Berg | RRC | 0.1% | 0.1% | -0.02 pp |
| Arnold Van Den Berg | TALO | 0.1% | 0.0% | -0.02 pp |
| Bill & Melinda Gates Foundation Trust | PCAR | 0.4% | 0.3% | -0.02 pp |
| Christopher Davis | BAC | 0.3% | 0.2% | -0.02 pp |
| Christopher Davis | MSFT | 0.1% | 0.1% | +0.02 pp |
| First Eagle Investment Management | ABCB | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | ONB | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | AIN | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | ASYS | 0.0% | 0.0% | +0.02 pp |
| First Eagle Investment Management | BRZE | 0.0% | 0.0% | +0.02 pp |
| Francois Rochon | FERG | 0.3% | 0.3% | -0.02 pp |
| Glenn Greenberg | MSFT | 0.0% | 0.0% | +0.02 pp |
| John Rogers | MOS | 0.0% | 0.0% | -0.02 pp |
| Lindsell Train | SPGI | 0.1% | 0.1% | +0.02 pp |
| Mason Hawkins | MSGS | 0.1% | 0.1% | +0.02 pp |
| Polen Capital Management | LIND | 0.0% | 0.0% | +0.02 pp |
| Polen Capital Management | LFUS | 0.0% | 0.0% | +0.02 pp |
| Polen Capital Management | AAOI | 0.0% | 0.0% | +0.02 pp |
| Polen Capital Management | SMTC | 0.0% | 0.0% | +0.02 pp |
| Polen Capital Management | W | 0.0% | 0.0% | -0.02 pp |
| Prem Watsa | CPRI | 0.1% | 0.1% | -0.02 pp |
| Sarah Ketterer | AXS | 1.0% | 1.0% | -0.02 pp |
| Steven Check | GS | 0.1% | 0.0% | -0.02 pp |
| Thomas Gayner | DEO | 0.9% | 0.8% | -0.02 pp |
| Thomas Gayner | HXL | 0.1% | 0.1% | +0.02 pp |
| Thomas Gayner | NSP | 0.0% | 0.1% | +0.02 pp |
| Thomas Russo | CR | 0.1% | 0.1% | +0.02 pp |
| Wallace Weitz | GOOG | 6.5% | 6.6% | +0.02 pp |
| Arnold Van Den Berg | TXN | 0.1% | 0.1% | -0.01 pp |
| Bill Nygren | GM | 1.3% | 1.4% | +0.01 pp |
| First Eagle Investment Management | CVLG | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | TNC | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | VIAV | 0.0% | 0.0% | -0.01 pp |
| First Eagle Investment Management | ARLO | 0.0% | 0.0% | +0.01 pp |
| First Pacific Advisors | MRSH | 0.3% | 0.3% | -0.01 pp |
| Francis Chou | BRK-A | 29.7% | 29.7% | +0.01 pp |
| Francois Rochon | MA | 0.5% | 0.5% | -0.01 pp |
| Lee Ainslie | EPC | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | CAG | 0.0% | 0.0% | -0.01 pp |
| Mairs & Power Funds | GIS | 0.0% | 0.0% | -0.01 pp |
| Mason Hawkins | CAH | 0.1% | 0.1% | +0.01 pp |
| Richard Pzena | FITB | 0.2% | 0.3% | +0.01 pp |
| Richard Pzena | DRH | 0.1% | 0.1% | +0.01 pp |
| Richard Pzena | TSM | 0.0% | 0.0% | -0.01 pp |
| Steven Check | RTX | 0.0% | 0.0% | -0.01 pp |
| Terry Smith | ADMA | 0.1% | 0.1% | -0.01 pp |
| Bill Nygren | NVST | 0.1% | 0.1% | -0.01 pp |
| Christopher Bloomstran | GOOG | 0.1% | 0.1% | +0.01 pp |
| Christopher Davis | RKT | 0.3% | 0.3% | -0.01 pp |
| Christopher Davis | MAA | 0.0% | 0.0% | -0.01 pp |
| Dodge & Cox Funds | GEV | 0.1% | 0.1% | +0.01 pp |
| First Eagle Investment Management | CBT | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | LOCO | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | STVN | 0.0% | 0.0% | +0.01 pp |
| Francois Rochon | AAPL | 0.1% | 0.1% | -0.01 pp |
| Francois Rochon | YUMC | 0.1% | 0.1% | -0.01 pp |
| Glenn Greenberg | GOOGL | 0.1% | 0.2% | +0.01 pp |
| Jensen Investment Management | RTX | 0.1% | 0.1% | +0.01 pp |
| Kahn Brothers Group | HLN | 0.1% | 0.1% | -0.01 pp |
| Lee Ainslie | SEB | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | PAAS | 0.0% | 0.0% | -0.01 pp |
| Lindsell Train | BF-A | 2.2% | 2.2% | +0.01 pp |
| Lindsell Train | VRSK | 0.1% | 0.1% | +0.01 pp |
| Lindsell Train | MSGS | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | YOU | 0.0% | 0.1% | +0.01 pp |
| Polen Capital Management | AXTI | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | TSLA | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | CAKE | 0.0% | 0.0% | +0.01 pp |
| Richard Pzena | SHG | 0.1% | 0.1% | -0.01 pp |
| Thomas Gayner | APD | 0.2% | 0.2% | +0.01 pp |
| Thomas Gayner | SPOT | 0.1% | 0.1% | -0.01 pp |
| Thomas Russo | BF-B | 0.2% | 0.2% | -0.01 pp |
| Torray Funds | DT | 0.4% | 0.4% | +0.01 pp |
| Tweedy Browne | UPS | 0.1% | 0.1% | +0.01 pp |
| Tweedy Browne | CMCSA | 0.1% | 0.1% | -0.01 pp |
| Viking Global Investors | DKS | 0.7% | 0.7% | +0.01 pp |
| Vulcan Value Partners | MLKN | 0.5% | 0.5% | +0.01 pp |
| Wallace Weitz | CMCSA | 0.1% | 0.1% | -0.01 pp |
| Arnold Van Den Berg | MA | 0.2% | 0.2% | -0.01 pp |
| Bill Miller | LAD | 0.2% | 0.2% | +0.01 pp |
| Bill Nygren | BLK | 0.1% | 0.1% | -0.01 pp |
| Christopher Davis | CHYM | 0.2% | 0.2% | -0.01 pp |
| Christopher Davis | CUZ | 0.1% | 0.1% | +0.01 pp |
| Christopher Davis | DAR | 0.1% | 0.0% | -0.01 pp |
| David Einhorn | ACHC | 3.3% | 3.3% | +0.01 pp |
| David Katz | AAPL | 3.6% | 3.6% | +0.01 pp |
| First Eagle Investment Management | BRK-A | 0.7% | 0.7% | +0.01 pp |
| First Eagle Investment Management | PNTG | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | LAD | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | MUR | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | OIS | 0.0% | 0.0% | -0.01 pp |
| First Eagle Investment Management | NTGR | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | REPX | 0.0% | 0.0% | +0.01 pp |
| Francis Chou | GM | 1.9% | 1.9% | -0.01 pp |
| Jensen Investment Management | PEP | 0.2% | 0.3% | +0.01 pp |
| John Rogers | MTN | 0.2% | 0.1% | -0.01 pp |
| Kahn Brothers Group | VZ | 0.1% | 0.0% | -0.01 pp |
| Leon Cooperman | MP | 4.8% | 4.7% | -0.01 pp |
| Li Lu | AAPL | 0.9% | 0.9% | -0.01 pp |
| Mairs & Power Funds | GOOGL | 0.2% | 0.2% | +0.01 pp |
| Mairs & Power Funds | PLXS | 0.1% | 0.1% | +0.01 pp |
| Mairs & Power Funds | KNF | 0.1% | 0.1% | -0.01 pp |
| Mairs & Power Funds | INTC | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | NFLX | 0.1% | 0.0% | -0.01 pp |
| Richard Pzena | WSFS | 0.2% | 0.2% | +0.01 pp |
| Richard Pzena | UVSP | 0.1% | 0.1% | +0.01 pp |
| Richard Pzena | USNA | 0.1% | 0.1% | +0.01 pp |
| Steven Check | BAM | 0.0% | 0.0% | -0.01 pp |
| Thomas Gayner | BF-A | 0.2% | 0.2% | -0.01 pp |
| Thomas Gayner | SHOP | 0.1% | 0.1% | -0.01 pp |
| Torray Funds | COST | 0.1% | 0.1% | -0.01 pp |
| Yacktman Asset Management | EAF | 0.1% | 0.1% | -0.01 pp |
| Arnold Van Den Berg | UPS | 0.6% | 0.6% | +0.01 pp |
| Bill Miller | CROX | 0.8% | 0.8% | -0.01 pp |
| Christopher Davis | BEKE | 0.1% | 0.1% | -0.01 pp |
| Christopher Davis | HPP | 0.0% | 0.0% | +0.01 pp |
| Dodge & Cox Funds | NTES | 0.1% | 0.1% | +0.01 pp |
| Dodge & Cox Funds | HDB | 0.1% | 0.1% | +0.01 pp |
| First Eagle Investment Management | AEIS | 0.0% | 0.1% | +0.01 pp |
| First Eagle Investment Management | TTMI | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | SPB | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | CHEF | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | CENX | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | HSTM | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | IIIV | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | MGNI | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | QXO | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | VPG | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | MATV | 0.0% | 0.0% | -0.01 pp |
| First Pacific Advisors | EQPT | 0.1% | 0.1% | -0.01 pp |
| First Pacific Advisors | PARR | 0.0% | 0.0% | -0.01 pp |
| Francis Chou | RYAAY | 0.2% | 0.2% | +0.01 pp |
| Hillman Capital Management | CLX | 0.3% | 0.2% | -0.01 pp |
| Jensen Investment Management | LH | 0.1% | 0.1% | +0.01 pp |
| Lee Ainslie | NVS | 0.0% | 0.0% | +0.01 pp |
| Lee Ainslie | PRMB | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | COCO | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | KVUE | 0.0% | 0.0% | +0.01 pp |
| Mairs & Power Funds | PATK | 0.1% | 0.1% | +0.01 pp |
| Mairs & Power Funds | NKE | 0.0% | 0.0% | -0.01 pp |
| Mason Hawkins | REGN | 5.0% | 5.0% | -0.01 pp |
| Mason Hawkins | HSIC | 0.1% | 0.1% | +0.01 pp |
| Polen Capital Management | ASTE | 0.0% | 0.0% | +0.01 pp |
| Richard Pzena | KOP | 0.2% | 0.1% | -0.01 pp |
| Richard Pzena | CBRE | 0.1% | 0.1% | -0.01 pp |
| Third Avenue Management | JLL | 1.6% | 1.6% | -0.01 pp |
| Thomas Gayner | ALL | 0.3% | 0.3% | +0.01 pp |
| Torray Funds | RPRX | 4.5% | 4.6% | +0.01 pp |
| Torray Funds | VRTX | 1.0% | 1.0% | +0.01 pp |
| Arnold Van Den Berg | GE | 0.1% | 0.1% | +0.01 pp |
| Bill Miller | UNFI | 0.1% | 0.1% | -0.01 pp |
| Bill Nygren | THO | 0.1% | 0.1% | -0.01 pp |
| Bill Nygren | KB | 0.0% | 0.0% | -0.01 pp |
| Christopher Bloomstran | SHEL | 0.1% | 0.0% | -0.01 pp |
| Christopher Davis | AMH | 0.0% | 0.0% | +0.01 pp |
| Chuck Akre | CRM | 2.2% | 2.2% | +0.01 pp |
| David Katz | GOOGL | 0.1% | 0.1% | +0.01 pp |
| David Katz | CVS | 0.0% | 0.1% | +0.01 pp |
| David Katz | PLTR | 0.0% | 0.0% | -0.01 pp |
| First Eagle Investment Management | CCU | 0.3% | 0.3% | -0.01 pp |
| First Eagle Investment Management | BTI | 0.2% | 0.2% | +0.01 pp |
| First Eagle Investment Management | UTI | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | GHM | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | CDNA | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | LFST | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | AXS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | DGII | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | TALO | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | MEC | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | RRBI | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | DV | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | RDNT | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | VSEC | 0.0% | 0.0% | +0.01 pp |
| Jensen Investment Management | KR | 0.1% | 0.1% | -0.01 pp |
| Jensen Investment Management | CHD | 0.1% | 0.1% | +0.01 pp |
| Kahn Brothers Group | PEP | 0.1% | 0.0% | -0.01 pp |
| Lee Ainslie | COHR | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | MKSI | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | ESI | 0.0% | 0.0% | -0.01 pp |
| Lindsell Train | AXP | 0.1% | 0.1% | +0.01 pp |
| Lindsell Train | EL | 0.0% | 0.0% | +0.01 pp |
| Mairs & Power Funds | PNR | 0.1% | 0.0% | -0.01 pp |
| Mairs & Power Funds | MCD | 0.0% | 0.0% | -0.01 pp |
| Polen Capital Management | AZZ | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | WT | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | IBN | 0.0% | 0.0% | -0.01 pp |
| Sarah Ketterer | HDB | 0.1% | 0.1% | -0.01 pp |
| Thomas Gayner | ICE | 0.0% | 0.0% | -0.01 pp |
| Tweedy Browne | PGR | 0.2% | 0.2% | +0.01 pp |
| Tweedy Browne | BABA | 0.0% | 0.0% | -0.01 pp |
| Viking Global Investors | RLYB | 0.0% | 0.0% | +0.01 pp |
| Wallace Weitz | POOL | 0.2% | 0.2% | +0.01 pp |
| Bill Nygren | MTN | 0.1% | 0.1% | +0.01 pp |
| Bill Nygren | AXP | 0.1% | 0.1% | +0.01 pp |
| Bill Nygren | MA | 0.1% | 0.1% | -0.01 pp |
| Christopher Bloomstran | NFLX | 0.0% | 0.0% | -0.01 pp |
| Christopher Davis | EQIX | 0.1% | 0.1% | -0.01 pp |
| Christopher Davis | ADBE | 0.1% | 0.1% | +0.01 pp |
| Christopher Davis | FRMI | 0.0% | 0.0% | +0.01 pp |
| Dodge & Cox Funds | LPLA | 0.7% | 0.7% | -0.01 pp |
| Dodge & Cox Funds | CDNS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | RELX | 0.0% | 0.1% | +0.01 pp |
| First Eagle Investment Management | SBCF | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | AX | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | AMRC | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | PKOH | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | ABM | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | UNH | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | SMBK | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | OLN | 0.0% | 0.0% | -0.01 pp |
| First Pacific Advisors | ALGT | 0.0% | 0.1% | +0.01 pp |
| Greenhaven Associates | JPM | 0.0% | 0.0% | -0.01 pp |
| Jensen Investment Management | SYK | 4.5% | 4.5% | -0.01 pp |
| Jensen Investment Management | DCI | 0.0% | 0.0% | -0.01 pp |
| John Rogers | SJM | 2.0% | 2.0% | +0.01 pp |
| John Rogers | FDS | 0.5% | 0.5% | -0.01 pp |
| Kahn Brothers Group | IDT | 3.2% | 3.2% | -0.01 pp |
| Lee Ainslie | LITE | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | ENTG | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | AAOI | 0.0% | 0.0% | -0.01 pp |
| Mairs & Power Funds | IDA | 0.4% | 0.4% | -0.01 pp |
| Mairs & Power Funds | AIR | 0.1% | 0.1% | +0.01 pp |
| Mairs & Power Funds | TREX | 0.0% | 0.1% | +0.01 pp |
| Mairs & Power Funds | COP | 0.0% | 0.0% | -0.01 pp |
| Polen Capital Management | DLO | 0.0% | 0.1% | +0.01 pp |
| Polen Capital Management | WTW | 0.0% | 0.0% | -0.01 pp |
| Polen Capital Management | PRLB | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | PLPC | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | RKLB | 0.0% | 0.0% | +0.01 pp |
| Richard Pzena | DNOW | 0.1% | 0.1% | -0.01 pp |
| Richard Pzena | AIG | 0.1% | 0.1% | -0.01 pp |
| Richard Pzena | PBR-A | 0.0% | 0.0% | -0.01 pp |
| Ruane Cunniff LP | FWONA | 0.9% | 0.9% | +0.01 pp |
| Stephen Mandel | TER | 4.4% | 4.4% | -0.01 pp |
| Steven Check | FDX | 0.0% | 0.0% | -0.01 pp |
| Thomas Gayner | EMN | 0.0% | 0.0% | -0.01 pp |
| Torray Funds | LLY | 0.1% | 0.1% | +0.01 pp |
| Tweedy Browne | UL | 0.2% | 0.2% | -0.01 pp |
| William Von Mueffling | SPGI | 4.4% | 4.4% | -0.01 pp |
| Yacktman Asset Management | KO | 2.1% | 2.1% | +0.01 pp |
| Yacktman Asset Management | VRSK | 0.0% | 0.0% | +0.01 pp |
| Christopher Davis | BXP | 0.1% | 0.1% | +0.01 pp |
| Christopher Davis | BRX | 0.1% | 0.1% | -0.01 pp |
| Christopher Davis | DOC | 0.0% | 0.1% | +0.01 pp |
| David Katz | APH | 0.0% | 0.0% | +0.01 pp |
| David Katz | COST | 0.1% | 0.0% | -0.01 pp |
| Dodge & Cox Funds | WFC | 1.4% | 1.4% | -0.01 pp |
| Dodge & Cox Funds | AEP | 0.6% | 0.6% | -0.01 pp |
| First Eagle Investment Management | FERG | 0.3% | 0.3% | +0.01 pp |
| First Eagle Investment Management | BRK-B | 0.0% | 0.1% | +0.01 pp |
| First Eagle Investment Management | MAMA | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | LPX | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | FUL | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | LPG | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | BDC | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | COLB | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | MG | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | WRBY | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | MKTX | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | ETD | 0.0% | 0.0% | -0.01 pp |
| Francis Chou | WFC | 2.3% | 2.3% | -0.01 pp |
| Hillman Capital Management | BIIB | 3.8% | 3.8% | -0.01 pp |
| John Rogers | PHIN | 0.1% | 0.1% | -0.01 pp |
| Kahn Brothers Group | MSFT | 0.1% | 0.1% | -0.01 pp |
| Lee Ainslie | ALC | 0.0% | 0.0% | +0.01 pp |
| Lee Ainslie | CNQ | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | UCTT | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | ALGM | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | GNRC | 0.0% | 0.0% | -0.01 pp |
| Mairs & Power Funds | USB | 0.3% | 0.3% | -0.01 pp |
| Mairs & Power Funds | BRK-B | 0.1% | 0.1% | -0.01 pp |
| Polen Capital Management | JOBY | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | ETON | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | ABT | 0.0% | 0.0% | -0.01 pp |
| Prem Watsa | BRK-A | 0.0% | 0.0% | -0.01 pp |
| Richard Pzena | UBS | 2.6% | 2.7% | +0.01 pp |
| Richard Pzena | HR | 0.1% | 0.1% | +0.01 pp |
| Sarah Ketterer | CLS | 0.1% | 0.1% | -0.01 pp |
| Sarah Ketterer | INMD | 0.0% | 0.0% | -0.01 pp |
| Steven Check | BAC | 0.0% | 0.0% | -0.01 pp |
| Steven Check | CVX | 0.0% | 0.0% | -0.01 pp |
| Thomas Gayner | FDS | 0.2% | 0.2% | -0.01 pp |
| Thomas Gayner | BF-B | 0.1% | 0.1% | -0.01 pp |
| Thomas Gayner | CP | 0.0% | 0.0% | +0.01 pp |
| Tweedy Browne | LPG | 0.1% | 0.1% | +0.01 pp |
| Yacktman Asset Management | CLX | 0.1% | 0.1% | -0.01 pp |
| Bill Miller | TPC | 0.1% | 0.0% | -0.01 pp |
| Bill Nygren | MDLZ | 0.4% | 0.4% | -0.01 pp |
| Bill Nygren | HLN | 0.2% | 0.2% | +0.01 pp |
| Chase Coleman | SHW | 0.4% | 0.4% | +0.01 pp |
| Christopher Bloomstran | DIS | 1.8% | 1.7% | -0.01 pp |
| Christopher Davis | DLR | 0.1% | 0.1% | -0.01 pp |
| Christopher Davis | REG | 0.0% | 0.0% | -0.01 pp |
| Dodge & Cox Funds | D | 0.7% | 0.7% | -0.01 pp |
| Dodge & Cox Funds | VSNT | 0.1% | 0.1% | -0.01 pp |
| First Eagle Investment Management | ACA | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | FLOC | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | TRNS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | SONO | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | HZO | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | PXED | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | FLS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | OSIS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | INTT | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | CTOS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | PACK | 0.0% | 0.0% | +0.01 pp |
| First Pacific Advisors | NFLX | 0.0% | 0.0% | -0.01 pp |
| Francis Chou | LPX | 0.2% | 0.2% | +0.01 pp |
| Glenn Greenberg | MA | 0.0% | 0.0% | +0.01 pp |
| Jensen Investment Management | GNTX | 0.1% | 0.1% | +0.01 pp |
| Jensen Investment Management | TTC | 0.0% | 0.1% | +0.01 pp |
| Lee Ainslie | SU | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | RMBS | 0.0% | 0.0% | -0.01 pp |
| Lindsell Train | ORCL | 0.0% | 0.1% | +0.01 pp |
| Lindsell Train | KO | 0.0% | 0.0% | +0.01 pp |
| Mairs & Power Funds | AXP | 0.5% | 0.5% | -0.01 pp |
| Mairs & Power Funds | HWKN | 0.0% | 0.0% | -0.01 pp |
| Polen Capital Management | SBUX | 3.1% | 3.1% | -0.01 pp |
| Polen Capital Management | BWXT | 0.1% | 0.1% | +0.01 pp |
| Polen Capital Management | ATRO | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | MIRM | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | ADPT | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | OUT | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | MAMA | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | CW | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | TWLO | 0.0% | 0.0% | +0.01 pp |
| Richard Pzena | COF | 2.7% | 2.7% | -0.01 pp |
| Richard Pzena | GPC | 0.2% | 0.2% | +0.01 pp |
| Steven Check | GLW | 0.0% | 0.1% | +0.01 pp |
| Steven Check | FAST | 0.0% | 0.0% | -0.01 pp |
| Steven Check | WFC | 0.0% | 0.0% | -0.01 pp |
| Steven Check | UBER | 0.0% | 0.0% | -0.01 pp |
| Thomas Gayner | JPM | 0.6% | 0.6% | +0.01 pp |
| Thomas Gayner | FERG | 0.3% | 0.3% | -0.01 pp |
| Thomas Gayner | ABNB | 0.3% | 0.3% | +0.01 pp |
| Thomas Gayner | UBER | 0.1% | 0.1% | -0.01 pp |
| Thomas Russo | MO | 0.1% | 0.1% | -0.01 pp |
| Torray Funds | BRK-B | 0.2% | 0.2% | -0.01 pp |
| Tweedy Browne | HP | 0.1% | 0.1% | -0.01 pp |
| Warren Buffett | LPX | 0.2% | 0.1% | -0.01 pp |
| Yacktman Asset Management | GS | 0.1% | 0.1% | +0.01 pp |
| Bill Miller | FTI | 0.1% | 0.1% | -0.01 pp |
| Bill Nygren | WEN | 0.1% | 0.1% | +0.01 pp |
| Bruce Berkowitz | AAPL | 0.0% | 0.0% | +0.01 pp |
| Christopher Bloomstran | MRK | 0.6% | 0.6% | +0.01 pp |
| Christopher Davis | PLD | 0.1% | 0.1% | -0.01 pp |
| Christopher Davis | ORCL | 0.1% | 0.0% | -0.01 pp |
| Christopher Davis | AMT | 0.1% | 0.0% | -0.01 pp |
| Christopher Davis | JD | 0.0% | 0.0% | -0.01 pp |
| David Katz | WMT | 0.0% | 0.0% | -0.01 pp |
| Dodge & Cox Funds | BMRN | 0.5% | 0.4% | -0.01 pp |
| Dodge & Cox Funds | GLPI | 0.3% | 0.3% | -0.01 pp |
| Duan Yongping | PLTR | 0.0% | 0.0% | -0.01 pp |
| First Eagle Investment Management | VLY | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | NGS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | MTW | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | ACLS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | DCOM | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | HCSG | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | BKH | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | FVR | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | SIBN | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | AIR | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | NTCT | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | IPI | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | BBCP | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | SDRL | 0.0% | 0.0% | +0.01 pp |
| Glenn Greenberg | AMAT | 0.0% | 0.0% | +0.01 pp |
| Glenn Greenberg | AMZN | 0.0% | 0.0% | +0.01 pp |
| Hillman Capital Management | APD | 0.3% | 0.3% | +0.01 pp |
| Hillman Capital Management | BLK | 0.2% | 0.2% | +0.01 pp |
| Jensen Investment Management | ROST | 0.1% | 0.1% | -0.01 pp |
| Jensen Investment Management | NKE | 0.1% | 0.1% | -0.01 pp |
| Jensen Investment Management | JNJ | 0.0% | 0.1% | +0.01 pp |
| John Rogers | ORCL | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | MO | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | ICHR | 0.0% | 0.0% | -0.01 pp |
| Lindsell Train | CME | 0.1% | 0.1% | -0.01 pp |
| Mairs & Power Funds | HUBG | 0.1% | 0.1% | -0.01 pp |
| Mairs & Power Funds | UPS | 0.0% | 0.0% | -0.01 pp |
| Mason Hawkins | SAM | 1.3% | 1.3% | +0.01 pp |
| Mason Hawkins | XPO | 0.1% | 0.1% | +0.01 pp |
| Polen Capital Management | POWL | 0.1% | 0.1% | +0.01 pp |
| Polen Capital Management | AMPX | 0.0% | 0.1% | +0.01 pp |
| Polen Capital Management | IESC | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | TIGO | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | SRRK | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | OPY | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | GHM | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | ESTA | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | ADBE | 0.0% | 0.0% | -0.01 pp |
| Polen Capital Management | VELO | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | AXSM | 0.0% | 0.0% | +0.01 pp |
| Richard Pzena | KFY | 0.2% | 0.2% | +0.01 pp |
| Richard Pzena | RF | 0.2% | 0.2% | +0.01 pp |
| Richard Pzena | GD | 0.1% | 0.1% | -0.01 pp |
| Richard Pzena | GCO | 0.1% | 0.1% | +0.01 pp |
| Richard Pzena | MYE | 0.1% | 0.1% | -0.01 pp |
| Richard Pzena | VALE | 0.0% | 0.0% | -0.01 pp |
| Sarah Ketterer | BTI | 0.4% | 0.4% | +0.01 pp |
| Sarah Ketterer | MMYT | 0.0% | 0.0% | +0.01 pp |
| Steven Check | GEV | 0.0% | 0.0% | -0.01 pp |
| Thomas Gayner | WFC | 0.1% | 0.1% | -0.01 pp |
| Thomas Gayner | KMX | 0.0% | 0.1% | +0.01 pp |
| Thomas Gayner | SONY | 0.1% | 0.1% | -0.01 pp |
| Thomas Russo | WRBY | 0.0% | 0.0% | +0.01 pp |
| Torray Funds | EVLV | 0.3% | 0.3% | -0.01 pp |
| Torray Funds | SLB | 0.0% | 0.0% | -0.01 pp |
| Tweedy Browne | BRK-B | 3.7% | 3.7% | -0.01 pp |
| Tweedy Browne | KT | 0.3% | 0.3% | +0.01 pp |
| Tweedy Browne | HLN | 0.1% | 0.1% | -0.01 pp |
| Tweedy Browne | CNXC | 0.0% | 0.0% | -0.01 pp |
| Wallace Weitz | ORCL | 0.6% | 0.6% | -0.01 pp |
| Wallace Weitz | SPGI | 0.2% | 0.2% | -0.01 pp |
| Bill & Melinda Gates Foundation Trust | KHC | 0.2% | 0.2% | -0.01 pp |
| Bill Nygren | BDX | 0.5% | 0.5% | +0.01 pp |
| Bill Nygren | AAPL | 0.0% | 0.1% | +0.01 pp |
| Bill Nygren | TXN | 0.0% | 0.0% | +0.01 pp |
| Christopher Bloomstran | GEHC | 0.0% | 0.0% | -0.01 pp |
| Christopher Davis | PNC | 0.5% | 0.5% | +0.01 pp |
| Christopher Davis | SHO | 0.0% | 0.0% | +0.01 pp |
| David Abrams | UHAL | 0.0% | 0.0% | +0.01 pp |
| Dodge & Cox Funds | NESR | 0.0% | 0.0% | +0.01 pp |
| Dodge & Cox Funds | CAT | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | EPD | 0.1% | 0.1% | -0.01 pp |
| First Eagle Investment Management | UL | 0.1% | 0.1% | +0.01 pp |
| First Eagle Investment Management | CMC | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | NVGS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | WCC | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | AXGN | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | TRS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | ACN | 0.0% | 0.0% | -0.01 pp |
| First Eagle Investment Management | DY | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | LNC | 0.0% | 0.0% | -0.01 pp |
| First Eagle Investment Management | FN | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | SKT | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | AVBH | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | LYTS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | ONEW | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | AORT | 0.0% | 0.0% | -0.01 pp |
| First Eagle Investment Management | DNOW | 0.0% | 0.0% | +0.01 pp |
| Francis Chou | KHC | 0.8% | 0.8% | +0.01 pp |
| Greenhaven Associates | SCHW | 0.0% | 0.0% | -0.01 pp |
| Henry Ellenbogen | ULS | 2.9% | 2.9% | +0.01 pp |
| Howard Marks | LILA | 0.2% | 0.2% | +0.01 pp |
| Jensen Investment Management | OMC | 0.0% | 0.0% | +0.01 pp |
| Jensen Investment Management | RACE | 0.0% | 0.0% | +0.01 pp |
| Kahn Brothers Group | PEG | 0.1% | 0.0% | -0.01 pp |
| Kahn Brothers Group | AM | 0.0% | 0.0% | -0.01 pp |
| Kahn Brothers Group | PG | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | BNS | 0.0% | 0.0% | +0.01 pp |
| Lee Ainslie | TPB | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | SNY | 0.0% | 0.0% | +0.01 pp |
| Mairs & Power Funds | AMP | 0.9% | 0.9% | +0.01 pp |
| Mairs & Power Funds | PFE | 0.0% | 0.0% | -0.01 pp |
| Nelson Peltz | MICC | 0.1% | 0.1% | +0.01 pp |
| Polen Capital Management | PTGX | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | DNTH | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | LOCO | 0.0% | 0.0% | +0.01 pp |
| Steven Check | BA | 0.0% | 0.0% | -0.01 pp |
| Steven Check | ITW | 0.0% | 0.0% | -0.01 pp |
| Thomas Gayner | ODFL | 0.7% | 0.7% | +0.01 pp |
| Thomas Gayner | SHW | 0.3% | 0.2% | -0.01 pp |
| Torray Funds | JNJ | 0.1% | 0.1% | -0.01 pp |
| Tweedy Browne | GL | 0.3% | 0.3% | -0.01 pp |
| Wallace Weitz | LIN | 0.2% | 0.3% | +0.01 pp |
| Arnold Van Den Berg | AMZN | 0.1% | 0.1% | +0.01 pp |
| Bill Nygren | GS | 0.0% | 0.0% | +0.01 pp |
| Christopher Davis | NOAH | 0.0% | 0.0% | -0.01 pp |
| David Katz | AMZN | 2.6% | 2.6% | +0.01 pp |
| David Katz | AXP | 0.1% | 0.1% | -0.01 pp |
| Dodge & Cox Funds | SBAC | 1.1% | 1.1% | -0.01 pp |
| Dodge & Cox Funds | NWSA | 0.2% | 0.2% | -0.01 pp |
| Dodge & Cox Funds | LLY | 0.0% | 0.0% | +0.01 pp |
| Dodge & Cox Funds | CVX | 0.0% | 0.0% | -0.01 pp |
| Dodge & Cox Funds | ACMR | 0.0% | 0.0% | +0.01 pp |
| Duan Yongping | SNOW | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | LYG | 0.1% | 0.1% | +0.01 pp |
| First Eagle Investment Management | GLNG | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | TITN | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | PWP | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | MTRX | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | OGS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | CENTA | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | PUMP | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | NVST | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | MASS | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | CDE | 0.0% | 0.0% | -0.01 pp |
| First Eagle Investment Management | MC | 0.0% | 0.0% | +0.01 pp |
| First Eagle Investment Management | HL | 0.0% | 0.0% | -0.01 pp |
| First Pacific Advisors | TMO | 1.6% | 1.6% | +0.01 pp |
| First Pacific Advisors | RSVR | 0.0% | 0.0% | -0.01 pp |
| Glenn Greenberg | CMCSA | 0.0% | 0.0% | -0.01 pp |
| Jensen Investment Management | ADBE | 0.2% | 0.2% | +0.01 pp |
| Jensen Investment Management | MSCI | 0.1% | 0.1% | +0.01 pp |
| Jensen Investment Management | APD | 0.0% | 0.0% | -0.01 pp |
| Jensen Investment Management | NDSN | 0.0% | 0.0% | -0.01 pp |
| Jensen Investment Management | FICO | 0.0% | 0.0% | -0.01 pp |
| John Rogers | AJG | 0.0% | 0.0% | -0.01 pp |
| Lee Ainslie | SJM | 0.0% | 0.0% | -0.01 pp |
| Leon Cooperman | SE | 0.9% | 0.9% | -0.01 pp |
| Lindsell Train | EFX | 0.1% | 0.1% | +0.01 pp |
| Mairs & Power Funds | ONB | 0.1% | 0.1% | -0.01 pp |
| Mairs & Power Funds | ASB | 0.1% | 0.1% | +0.01 pp |
| Mairs & Power Funds | COST | 0.0% | 0.0% | -0.01 pp |
| Mairs & Power Funds | CSCO | 0.0% | 0.0% | +0.01 pp |
| Mairs & Power Funds | VSAT | 0.0% | 0.0% | +0.01 pp |
| Mairs & Power Funds | AMD | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | VSEC | 0.1% | 0.1% | +0.01 pp |
| Polen Capital Management | AZN | 0.0% | 0.0% | -0.01 pp |
| Polen Capital Management | CVNA | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | GRBK | 0.0% | 0.0% | +0.01 pp |
| Polen Capital Management | MTSI | 0.0% | 0.0% | +0.01 pp |
| Richard Pzena | VREX | 0.1% | 0.1% | -0.01 pp |
| Steven Check | JPM | 0.0% | 0.0% | -0.01 pp |
| Steven Check | DGX | 0.0% | 0.0% | -0.01 pp |
| Thomas Gayner | RNR | 0.2% | 0.2% | -0.01 pp |
| Thomas Gayner | MGM | 0.0% | 0.0% | +0.01 pp |
| Thomas Gayner | AYI | 0.0% | 0.0% | +0.01 pp |
| Thomas Gayner | DPZ | 0.0% | 0.0% | -0.01 pp |
| Thomas Russo | GOOGL | 0.0% | 0.0% | +0.01 pp |
| Thomas Russo | LEVI | 0.0% | 0.0% | +0.01 pp |
| Thomas Russo | PG | 0.0% | 0.0% | -0.01 pp |
| Torray Funds | AMZN | 2.2% | 2.2% | -0.01 pp |
| Torray Funds | ENB | 0.1% | 0.1% | -0.01 pp |
| Torray Funds | RTX | 0.0% | 0.0% | -0.01 pp |
| Tweedy Browne | DVN | 0.1% | 0.1% | +0.01 pp |
| Tweedy Browne | BSM | 0.1% | 0.1% | -0.01 pp |
| Wallace Weitz | FTV | 0.1% | 0.1% | +0.01 pp |
| Warren Buffett | LLYVK | 0.4% | 0.4% | -0.01 pp |
| Warren Buffett | LLYVA | 0.2% | 0.2% | -0.01 pp |
| Bill Nygren | KKR | 0.0% | 0.0% | -0.00 pp |
| Christopher Bloomstran | GOOGL | 0.0% | 0.0% | +0.00 pp |
| Christopher Bloomstran | PSX | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | SPG | 0.0% | 0.0% | +0.00 pp |
| Christopher Davis | CDP | 0.0% | 0.0% | +0.00 pp |
| David Katz | META | 1.7% | 1.7% | -0.00 pp |
| David Katz | LLY | 0.0% | 0.0% | +0.00 pp |
| David Katz | NUE | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | FNF | 0.7% | 0.7% | +0.00 pp |
| First Eagle Investment Management | KOF | 0.1% | 0.1% | +0.00 pp |
| First Eagle Investment Management | LINC | 0.0% | 0.1% | +0.00 pp |
| First Eagle Investment Management | ASTE | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | TRN | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | STNG | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | ATRO | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | IIIN | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | CAKE | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | RDN | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | EYE | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | HOFT | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | PGNY | 0.0% | 0.0% | +0.00 pp |
| First Pacific Advisors | RUSHA | 0.1% | 0.1% | -0.00 pp |
| First Pacific Advisors | STGW | 0.1% | 0.1% | +0.00 pp |
| Francois Rochon | MSFT | 0.0% | 0.0% | -0.00 pp |
| Greenhaven Associates | A | 0.0% | 0.0% | -0.00 pp |
| Jensen Investment Management | DOX | 0.0% | 0.0% | +0.00 pp |
| Jensen Investment Management | TXN | 0.0% | 0.0% | +0.00 pp |
| Kahn Brothers Group | CSX | 0.3% | 0.3% | -0.00 pp |
| Kahn Brothers Group | BX | 0.0% | 0.0% | -0.00 pp |
| Lee Ainslie | CLS | 0.0% | 0.0% | +0.00 pp |
| Lee Ainslie | BTI | 0.0% | 0.0% | -0.00 pp |
| Lee Ainslie | REYN | 0.0% | 0.0% | +0.00 pp |
| Lee Ainslie | CVE | 0.0% | 0.0% | -0.00 pp |
| Lee Ainslie | SIMO | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | WTFC | 0.1% | 0.1% | +0.00 pp |
| Mairs & Power Funds | EMR | 0.1% | 0.1% | -0.00 pp |
| Mairs & Power Funds | WWD | 0.1% | 0.1% | +0.00 pp |
| Mairs & Power Funds | CTAS | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | GE | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | WMT | 0.0% | 0.0% | -0.00 pp |
| Polen Capital Management | AFRM | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | MITK | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | NXE | 0.0% | 0.0% | -0.00 pp |
| Richard Pzena | TGT | 0.1% | 0.1% | -0.00 pp |
| Richard Pzena | BIDU | 0.0% | 0.0% | -0.00 pp |
| Richard Pzena | BABA | 0.0% | 0.0% | -0.00 pp |
| Richard Pzena | KB | 0.0% | 0.0% | -0.00 pp |
| Ruane Cunniff LP | NFLX | 0.0% | 0.0% | -0.00 pp |
| Ruane Cunniff LP | SDHC | 0.0% | 0.0% | +0.00 pp |
| Sarah Ketterer | GSK | 0.0% | 0.0% | -0.00 pp |
| Steven Check | CAT | 0.1% | 0.1% | -0.00 pp |
| Steven Check | CFG | 0.0% | 0.0% | -0.00 pp |
| Thomas Gayner | PAYX | 0.1% | 0.1% | -0.00 pp |
| Thomas Russo | AXP | 0.0% | 0.0% | -0.00 pp |
| Torray Funds | DHR | 0.1% | 0.0% | -0.00 pp |
| Torray Funds | MSI | 0.0% | 0.0% | -0.00 pp |
| Tweedy Browne | FMC | 0.0% | 0.0% | -0.00 pp |
| Viking Global Investors | FTV | 3.5% | 3.5% | -0.00 pp |
| Viking Global Investors | FDX | 1.9% | 1.9% | -0.00 pp |
| Wallace Weitz | CHTR | 0.0% | 0.0% | -0.00 pp |
| Yacktman Asset Management | MA | 0.1% | 0.1% | -0.00 pp |
| Bill & Melinda Gates Foundation Trust | KOF | 1.9% | 1.9% | +0.00 pp |
| Bill & Melinda Gates Foundation Trust | VLTO | 0.0% | 0.0% | -0.00 pp |
| Bill Nygren | RGA | 1.3% | 1.3% | +0.00 pp |
| Bill Nygren | BC | 0.2% | 0.2% | -0.00 pp |
| Bill Nygren | RYAAY | 0.1% | 0.1% | +0.00 pp |
| Bill Nygren | WMG | 0.1% | 0.1% | +0.00 pp |
| Chase Coleman | UBER | 0.0% | 0.0% | -0.00 pp |
| Christopher Bloomstran | AXP | 0.1% | 0.1% | +0.00 pp |
| Christopher Davis | CPT | 0.0% | 0.0% | +0.00 pp |
| Christopher Davis | REXR | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | VICI | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | SUI | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | TSM | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | JAN | 0.0% | 0.0% | +0.00 pp |
| David Katz | AFL | 0.1% | 0.1% | -0.00 pp |
| David Katz | AVGO | 0.0% | 0.0% | +0.00 pp |
| David Katz | JNJ | 0.0% | 0.0% | -0.00 pp |
| David Katz | DHR | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | BAC | 0.0% | 0.1% | +0.00 pp |
| Duan Yongping | SNPS | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | HLN | 0.1% | 0.1% | -0.00 pp |
| First Eagle Investment Management | CAE | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | HD | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | BCC | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | SKY | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | NMIH | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | AVAH | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | EVER | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | RLGT | 0.0% | 0.0% | +0.00 pp |
| First Pacific Advisors | PBFS | 0.0% | 0.0% | +0.00 pp |
| First Pacific Advisors | UPWK | 0.0% | 0.0% | -0.00 pp |
| Greenhaven Associates | G | 0.0% | 0.0% | -0.00 pp |
| Hillman Capital Management | MSFT | 2.8% | 2.8% | -0.00 pp |
| Jensen Investment Management | LIN | 0.0% | 0.0% | +0.00 pp |
| John Rogers | MTB | 0.4% | 0.4% | +0.00 pp |
| John Rogers | FISV | 0.3% | 0.3% | -0.00 pp |
| John Rogers | BWA | 0.0% | 0.0% | -0.00 pp |
| Kahn Brothers Group | BAC | 0.1% | 0.1% | +0.00 pp |
| Lee Ainslie | CNI | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | TNC | 0.5% | 0.5% | +0.00 pp |
| Mairs & Power Funds | MMM | 0.5% | 0.5% | -0.00 pp |
| Mairs & Power Funds | ADP | 0.3% | 0.3% | +0.00 pp |
| Mairs & Power Funds | BKH | 0.1% | 0.1% | -0.00 pp |
| Mairs & Power Funds | SOLV | 0.0% | 0.1% | +0.00 pp |
| Mairs & Power Funds | OSK | 0.1% | 0.0% | -0.00 pp |
| Mairs & Power Funds | PII | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | BRK-A | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | LOW | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | SOLS | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | PEP | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | WY | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | BSX | 0.0% | 0.0% | -0.00 pp |
| Polen Capital Management | TME | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | ROAD | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | FTI | 0.0% | 0.0% | -0.00 pp |
| Polen Capital Management | FN | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | SN | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | TLN | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | VIST | 0.0% | 0.0% | +0.00 pp |
| Richard Pzena | REZI | 0.2% | 0.2% | +0.00 pp |
| Richard Pzena | MSM | 0.1% | 0.1% | -0.00 pp |
| Robert Vinall | SPOT | 0.1% | 0.1% | -0.00 pp |
| Ruane Cunniff LP | EQH | 0.0% | 0.0% | +0.00 pp |
| Samantha McLemore | JPM | 0.3% | 0.3% | -0.00 pp |
| Steven Check | UNH | 0.0% | 0.0% | -0.00 pp |
| Thomas Gayner | TMO | 0.3% | 0.3% | +0.00 pp |
| Thomas Gayner | CNI | 0.0% | 0.0% | +0.00 pp |
| Thomas Russo | ABBV | 0.0% | 0.0% | +0.00 pp |
| Thomas Russo | PEP | 0.0% | 0.0% | -0.00 pp |
| Thomas Russo | YETI | 0.0% | 0.0% | +0.00 pp |
| Thomas Russo | WMT | 0.0% | 0.0% | -0.00 pp |
| Torray Funds | AXP | 0.1% | 0.1% | +0.00 pp |
| Torray Funds | TSLA | 0.1% | 0.1% | +0.00 pp |
| Tweedy Browne | UNF | 2.0% | 2.0% | +0.00 pp |
| Tweedy Browne | REZI | 0.2% | 0.2% | +0.00 pp |
| Tweedy Browne | BAX | 0.0% | 0.0% | -0.00 pp |
| Warren Buffett | NVR | 0.0% | 0.0% | -0.00 pp |
| Yacktman Asset Management | FICO | 0.1% | 0.1% | +0.00 pp |
| Yacktman Asset Management | MSCI | 0.1% | 0.1% | -0.00 pp |
| Yacktman Asset Management | MCO | 0.1% | 0.1% | -0.00 pp |
| Yacktman Asset Management | AON | 0.1% | 0.1% | -0.00 pp |
| Yacktman Asset Management | VZ | 0.0% | 0.0% | -0.00 pp |
| Arnold Van Den Berg | LUMN | 3.9% | 3.9% | -0.00 pp |
| Arnold Van Den Berg | AAPL | 0.1% | 0.1% | +0.00 pp |
| Arnold Van Den Berg | GOOGL | 0.0% | 0.0% | +0.00 pp |
| Bill Miller | BLDR | 0.4% | 0.4% | -0.00 pp |
| Bill Miller | FOUR | 0.3% | 0.3% | +0.00 pp |
| Bill Nygren | CWK | 0.0% | 0.0% | +0.00 pp |
| Bill Nygren | CCK | 0.0% | 0.0% | +0.00 pp |
| Chase Coleman | DASH | 0.0% | 0.0% | +0.00 pp |
| Christopher Bloomstran | SMHI | 0.2% | 0.2% | +0.00 pp |
| Christopher Bloomstran | KO | 0.1% | 0.1% | +0.00 pp |
| Christopher Bloomstran | SYF | 0.0% | 0.0% | +0.00 pp |
| Christopher Davis | MTB | 0.1% | 0.1% | +0.00 pp |
| Christopher Davis | TFC | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | O | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | DEI | 0.0% | 0.0% | +0.00 pp |
| Christopher Davis | LRCX | 0.0% | 0.0% | +0.00 pp |
| David Katz | SBUX | 1.8% | 1.8% | +0.00 pp |
| David Katz | ASTS | 0.0% | 0.0% | -0.00 pp |
| David Katz | ETN | 0.0% | 0.0% | +0.00 pp |
| David Katz | AON | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | GE | 0.1% | 0.1% | +0.00 pp |
| Dodge & Cox Funds | AXP | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | FMS | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | UNP | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | WMB | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | KSPI | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | WMT | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | GLW | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | DELL | 0.0% | 0.0% | +0.00 pp |
| Duan Yongping | INOD | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | FORM | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | LXU | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | OTIS | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | UMH | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | HUN | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | UTZ | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | AVNW | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | TTAM | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | SDHC | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | CMCO | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | VMD | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | TWI | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | STRW | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | TILE | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | HLX | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | KVHI | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | FLEX | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | DGX | 0.0% | 0.0% | +0.00 pp |
| First Pacific Advisors | PDLB | 0.0% | 0.0% | +0.00 pp |
| First Pacific Advisors | ASLE | 0.0% | 0.0% | -0.00 pp |
| Francois Rochon | BLDR | 0.3% | 0.3% | -0.00 pp |
| Glenn Greenberg | GOOG | 0.0% | 0.0% | +0.00 pp |
| Greenhaven Associates | UNP | 0.0% | 0.0% | -0.00 pp |
| Jensen Investment Management | BAH | 0.0% | 0.0% | -0.00 pp |
| Jensen Investment Management | MANH | 0.0% | 0.0% | +0.00 pp |
| Jensen Investment Management | CPB | 0.0% | 0.0% | -0.00 pp |
| Jensen Investment Management | GIS | 0.0% | 0.0% | -0.00 pp |
| Jensen Investment Management | GPC | 0.0% | 0.0% | +0.00 pp |
| Jensen Investment Management | HD | 0.0% | 0.0% | -0.00 pp |
| Kahn Brothers Group | JPM | 0.1% | 0.1% | +0.00 pp |
| Kahn Brothers Group | AAPL | 0.1% | 0.1% | +0.00 pp |
| Kahn Brothers Group | IBM | 0.1% | 0.1% | +0.00 pp |
| Kahn Brothers Group | PNC | 0.1% | 0.1% | +0.00 pp |
| Kahn Brothers Group | OBT | 0.0% | 0.0% | +0.00 pp |
| Lee Ainslie | WPM | 0.0% | 0.0% | -0.00 pp |
| Lee Ainslie | KGC | 0.0% | 0.0% | -0.00 pp |
| Leon Cooperman | LAD | 2.8% | 2.8% | -0.00 pp |
| Lindsell Train | NKE | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | LFUS | 2.5% | 2.5% | +0.00 pp |
| Mairs & Power Funds | ABBV | 0.1% | 0.1% | +0.00 pp |
| Mairs & Power Funds | QCRH | 0.1% | 0.1% | +0.00 pp |
| Mairs & Power Funds | GBCI | 0.0% | 0.1% | +0.00 pp |
| Mairs & Power Funds | AMGN | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | RTX | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | BMY | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | AVGO | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | CIEN | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | SYK | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | BMO | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | VCEL | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | PSX | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | IDXX | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | NEE | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | AXGN | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | SHEL | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | NVEC | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | ZBH | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | DGII | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | MU | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | NEM | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | MOS | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | BAX | 0.0% | 0.0% | -0.00 pp |
| Mason Hawkins | ENOV | 0.1% | 0.0% | -0.00 pp |
| Mason Hawkins | LAZ | 0.0% | 0.0% | +0.00 pp |
| Muhlenkamp | SLB | 4.4% | 4.4% | +0.00 pp |
| Polen Capital Management | AGX | 0.1% | 0.1% | +0.00 pp |
| Polen Capital Management | PL | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | CRS | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | BW | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | VCTR | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | NTRA | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | SNDK | 0.0% | 0.0% | +0.00 pp |
| Prem Watsa | PENN | 0.0% | 0.0% | +0.00 pp |
| Richard Pzena | PVH | 1.3% | 1.3% | -0.00 pp |
| Richard Pzena | SOLV | 0.1% | 0.1% | +0.00 pp |
| Richard Pzena | ING | 0.0% | 0.0% | +0.00 pp |
| Richard Pzena | EQNR | 0.0% | 0.0% | -0.00 pp |
| Robert Vinall | PAYC | 0.7% | 0.7% | +0.00 pp |
| Ruane Cunniff LP | GMED | 0.0% | 0.0% | -0.00 pp |
| Samantha McLemore | LEN-B | 0.0% | 0.0% | -0.00 pp |
| Sarah Ketterer | IBN | 0.1% | 0.1% | -0.00 pp |
| Sarah Ketterer | ITRN | 0.0% | 0.0% | +0.00 pp |
| Sarah Ketterer | MSFT | 0.0% | 0.0% | -0.00 pp |
| Thomas Gayner | PGR | 1.3% | 1.3% | +0.00 pp |
| Thomas Gayner | LIN | 0.8% | 0.9% | +0.00 pp |
| Thomas Gayner | NSC | 0.7% | 0.7% | -0.00 pp |
| Thomas Gayner | CCK | 0.2% | 0.2% | +0.00 pp |
| Thomas Gayner | SEIC | 0.1% | 0.1% | +0.00 pp |
| Thomas Gayner | IQV | 0.1% | 0.1% | +0.00 pp |
| Thomas Gayner | BC | 0.0% | 0.0% | +0.00 pp |
| Thomas Gayner | EXP | 0.0% | 0.0% | +0.00 pp |
| Thomas Russo | MKC | 0.0% | 0.0% | -0.00 pp |
| Thomas Russo | ABT | 0.0% | 0.0% | -0.00 pp |
| Thomas Russo | HRI | 0.0% | 0.0% | +0.00 pp |
| Thomas Russo | ORCL | 0.0% | 0.0% | -0.00 pp |
| Torray Funds | EW | 0.0% | 0.0% | +0.00 pp |
| Torray Funds | WFC | 0.0% | 0.0% | -0.00 pp |
| Tweedy Browne | EMR | 0.1% | 0.1% | +0.00 pp |
| Yacktman Asset Management | TDY | 0.0% | 0.0% | +0.00 pp |
| Yacktman Asset Management | NTRS | 0.0% | 0.0% | +0.00 pp |
| Yacktman Asset Management | PM | 0.0% | 0.0% | -0.00 pp |
| Arnold Van Den Berg | NVDA | 0.1% | 0.1% | +0.00 pp |
| Arnold Van Den Berg | CW | 0.1% | 0.1% | +0.00 pp |
| Bill & Melinda Gates Foundation Trust | HRL | 0.1% | 0.1% | +0.00 pp |
| Bill Miller | PINS | 0.3% | 0.3% | +0.00 pp |
| Bill Nygren | CVS | 0.0% | 0.0% | -0.00 pp |
| Bill Nygren | CIGI | 0.0% | 0.0% | -0.00 pp |
| Bill Nygren | ZGN | 0.0% | 0.0% | +0.00 pp |
| Bill Nygren | HLT | 0.0% | 0.0% | -0.00 pp |
| Bill Nygren | BWA | 0.0% | 0.0% | +0.00 pp |
| Bill Nygren | BRK-B | 0.0% | 0.0% | +0.00 pp |
| Bill Nygren | JPM | 0.0% | 0.0% | +0.00 pp |
| Bill Nygren | CAT | 0.0% | 0.0% | +0.00 pp |
| Bill Nygren | AMAT | 0.0% | 0.0% | +0.00 pp |
| Bruce Berkowitz | HOMB | 0.0% | 0.0% | +0.00 pp |
| Christopher Bloomstran | MA | 0.0% | 0.0% | -0.00 pp |
| Christopher Bloomstran | PM | 0.0% | 0.0% | +0.00 pp |
| Christopher Davis | TCOM | 1.5% | 1.5% | +0.00 pp |
| Christopher Davis | PSA | 0.1% | 0.1% | +0.00 pp |
| Christopher Davis | SNPS | 0.0% | 0.0% | +0.00 pp |
| Christopher Davis | VTR | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | TRNO | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | CHCT | 0.0% | 0.0% | +0.00 pp |
| Christopher Davis | JLL | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | CUBE | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | CBRE | 0.0% | 0.0% | -0.00 pp |
| Christopher Davis | CCK | 0.0% | 0.0% | -0.00 pp |
| Chuck Akre | BRK-B | 0.1% | 0.1% | -0.00 pp |
| David Katz | BAC | 0.2% | 0.2% | -0.00 pp |
| David Katz | COF | 0.1% | 0.1% | -0.00 pp |
| David Katz | V | 0.0% | 0.0% | -0.00 pp |
| David Katz | CL | 0.0% | 0.0% | -0.00 pp |
| David Katz | MPC | 0.0% | 0.0% | -0.00 pp |
| David Katz | MRK | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | LIN | 0.4% | 0.4% | -0.00 pp |
| Dodge & Cox Funds | ADBE | 0.3% | 0.3% | +0.00 pp |
| Dodge & Cox Funds | BNTX | 0.2% | 0.2% | -0.00 pp |
| Dodge & Cox Funds | JPM | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | TRV | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | DIS | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | IBM | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | TGT | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | CSCO | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | AAPL | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | AVGO | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | AMGN | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | SLB | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | MSI | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | SHEL | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | BSX | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | KARO | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | PM | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | VIPS | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | PAX | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | CPA | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | Q | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | IFS | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | LAUR | 0.0% | 0.0% | +0.00 pp |
| Dodge & Cox Funds | ARCO | 0.0% | 0.0% | -0.00 pp |
| Dodge & Cox Funds | APA | 0.0% | 0.0% | -0.00 pp |
| Duan Yongping | TEM | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | DIS | 0.9% | 0.9% | -0.00 pp |
| First Eagle Investment Management | OUT | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | ORI | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | ATEC | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | ATRC | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | JOUT | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | VITL | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | PEP | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | INFU | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | ANGO | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | ALTG | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | RES | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | PROF | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | LXFR | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | AIRG | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | NVT | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | SBUX | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | ENTG | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | THC | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | LFUS | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | GNRC | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | DAL | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | RHP | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | SN | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | PFGC | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | TOL | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | CASY | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | CW | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | RRX | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | URI | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | CP | 0.0% | 0.0% | +0.00 pp |
| First Eagle Investment Management | CIGI | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | WLK | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | SUNB | 0.0% | 0.0% | -0.00 pp |
| First Eagle Investment Management | HLI | 0.0% | 0.0% | -0.00 pp |
| First Pacific Advisors | SCCO | 0.0% | 0.0% | -0.00 pp |
| First Pacific Advisors | CSL | 0.0% | 0.0% | -0.00 pp |
| First Pacific Advisors | UNIT | 0.0% | 0.0% | +0.00 pp |
| Francis Chou | BRK-B | 0.7% | 0.7% | +0.00 pp |
| Francis Chou | MCO | 0.3% | 0.3% | -0.00 pp |
| Glenn Greenberg | JPM | 0.0% | 0.0% | -0.00 pp |
| Glenn Greenberg | SUNB | 0.0% | 0.0% | +0.00 pp |
| Glenn Greenberg | ET | 0.0% | 0.0% | -0.00 pp |
| Harry Burn | CVX | 0.1% | 0.1% | +0.00 pp |
| Hillman Capital Management | RTX | 0.3% | 0.3% | +0.00 pp |
| Jensen Investment Management | EHC | 0.1% | 0.1% | -0.00 pp |
| Jensen Investment Management | FFIV | 0.1% | 0.1% | -0.00 pp |
| Jensen Investment Management | UNH | 0.0% | 0.0% | +0.00 pp |
| John Rogers | BAC | 0.3% | 0.3% | +0.00 pp |
| John Rogers | KSPI | 0.0% | 0.0% | +0.00 pp |
| Kahn Brothers Group | SEIC | 0.1% | 0.1% | -0.00 pp |
| Lee Ainslie | LOGI | 0.0% | 0.0% | +0.00 pp |
| Lee Ainslie | TD | 0.0% | 0.0% | +0.00 pp |
| Lee Ainslie | B | 0.0% | 0.0% | -0.00 pp |
| Lindsell Train | ADBE | 0.1% | 0.1% | +0.00 pp |
| Mairs & Power Funds | RDNT | 0.1% | 0.1% | -0.00 pp |
| Mairs & Power Funds | MRK | 0.1% | 0.1% | -0.00 pp |
| Mairs & Power Funds | CFR | 0.1% | 0.1% | +0.00 pp |
| Mairs & Power Funds | APG | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | KO | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | SNA | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | CM | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | BDX | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | BAC | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | GEV | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | UNP | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | NSC | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | OKLO | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | AWK | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | RGR | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | NTRS | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | ADBE | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | UFCS | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | AMT | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | LHX | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | TKR | 0.0% | 0.0% | +0.00 pp |
| Mairs & Power Funds | SLB | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | T | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | BP | 0.0% | 0.0% | -0.00 pp |
| Mairs & Power Funds | MA | 0.0% | 0.0% | -0.00 pp |
| Mason Hawkins | PYPL | 0.1% | 0.1% | +0.00 pp |
| Mason Hawkins | HDB | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | PRAX | 0.0% | 0.0% | -0.00 pp |
| Polen Capital Management | ERO | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | RHLD | 0.0% | 0.0% | -0.00 pp |
| Polen Capital Management | KOD | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | SOFI | 0.0% | 0.0% | -0.00 pp |
| Polen Capital Management | ADTN | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | MLI | 0.0% | 0.0% | +0.00 pp |
| Polen Capital Management | MLKN | 0.0% | 0.0% | -0.00 pp |
| Prem Watsa | WBD | 0.1% | 0.1% | +0.00 pp |
| Richard Pzena | JPM | 0.3% | 0.3% | -0.00 pp |
| Richard Pzena | PLOW | 0.2% | 0.2% | +0.00 pp |
| Richard Pzena | HSIC | 0.2% | 0.2% | -0.00 pp |
| Richard Pzena | MBUU | 0.1% | 0.1% | +0.00 pp |
| Richard Pzena | HDB | 0.1% | 0.1% | -0.00 pp |
| Richard Pzena | MAN | 0.0% | 0.0% | +0.00 pp |
| Richard Pzena | HSBC | 0.0% | 0.0% | +0.00 pp |
| Richard Pzena | GSK | 0.0% | 0.0% | +0.00 pp |
| Richard Pzena | SMFG | 0.0% | 0.0% | +0.00 pp |
| Richard Pzena | BCS | 0.0% | 0.0% | +0.00 pp |
| Ruane Cunniff LP | COF | 6.1% | 6.1% | -0.00 pp |
| Ruane Cunniff LP | LAD | 0.0% | 0.0% | +0.00 pp |
| Ruane Cunniff LP | J | 0.0% | 0.0% | -0.00 pp |
| Ruane Cunniff LP | CPA | 0.0% | 0.0% | +0.00 pp |
| Ruane Cunniff LP | MSFT | 0.0% | 0.0% | -0.00 pp |
| Ruane Cunniff LP | SPGI | 0.0% | 0.0% | -0.00 pp |
| Ruane Cunniff LP | STLA | 0.0% | 0.0% | -0.00 pp |
| Sarah Ketterer | RNR | 0.0% | 0.0% | -0.00 pp |
| Sarah Ketterer | B | 0.0% | 0.0% | -0.00 pp |
| Sarah Ketterer | PDS | 0.0% | 0.0% | -0.00 pp |
| Steven Check | NVDA | 0.0% | 0.0% | +0.00 pp |
| Third Avenue Management | FR | 0.8% | 0.8% | -0.00 pp |
| Thomas Gayner | HGTY | 0.3% | 0.3% | -0.00 pp |
| Thomas Gayner | PM | 0.2% | 0.2% | -0.00 pp |
| Thomas Gayner | OTIS | 0.1% | 0.1% | -0.00 pp |
| Thomas Gayner | GHC | 0.0% | 0.0% | -0.00 pp |
| Thomas Gayner | WRB | 0.0% | 0.0% | -0.00 pp |
| Thomas Gayner | SYY | 0.0% | 0.0% | +0.00 pp |
| Thomas Gayner | BRO | 0.0% | 0.0% | -0.00 pp |
| Thomas Russo | V | 0.3% | 0.3% | +0.00 pp |
| Thomas Russo | VMC | 0.0% | 0.0% | +0.00 pp |
| Thomas Russo | AAPL | 0.0% | 0.0% | +0.00 pp |
| Thomas Russo | KO | 0.0% | 0.0% | -0.00 pp |
| Thomas Russo | LAMR | 0.0% | 0.0% | +0.00 pp |
| Thomas Russo | OUT | 0.0% | 0.0% | +0.00 pp |
| Thomas Russo | CVX | 0.0% | 0.0% | -0.00 pp |
| Thomas Russo | JNJ | 0.0% | 0.0% | -0.00 pp |
| Thomas Russo | CAT | 0.0% | 0.0% | -0.00 pp |
| Thomas Russo | AMZN | 0.0% | 0.0% | -0.00 pp |
| Thomas Russo | MRK | 0.0% | 0.0% | -0.00 pp |
| Torray Funds | NVDA | 0.1% | 0.1% | +0.00 pp |
| Torray Funds | MMM | 0.0% | 0.0% | +0.00 pp |
| Torray Funds | UNP | 0.0% | 0.0% | +0.00 pp |
| Tweedy Browne | MTDR | 0.1% | 0.1% | +0.00 pp |
| Tweedy Browne | MICC | 0.0% | 0.0% | +0.00 pp |
| Warren Buffett | LEN-B | 0.0% | 0.0% | +0.00 pp |
| Yacktman Asset Management | CL | 0.9% | 0.9% | -0.00 pp |
| Yacktman Asset Management | FDS | 0.7% | 0.7% | -0.00 pp |
| Yacktman Asset Management | CPRT | 0.0% | 0.0% | -0.00 pp |
| Bill Nygren | ALV | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | META | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | DOV | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | NVDA | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | CSL | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | LEA | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | BABA | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | PM | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | JCI | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | TFC | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | MCO | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | AVGO | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | HRI | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | ABBV | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | LLY | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | THC | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | BX | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | DHR | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | WMT | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | COST | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | PH | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | PEP | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | UL | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | SAP | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | OSK | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | IDXX | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | DEO | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | CVX | 0.0% | 0.0% | 0.00 pp |
| Bill Nygren | PG | 0.0% | 0.0% | 0.00 pp |
| Chase Coleman | ARX | 0.0% | 0.0% | 0.00 pp |
| Chase Coleman | MNTN | 0.0% | 0.0% | 0.00 pp |
| Christopher Davis | NTB | 0.3% | 0.3% | 0.00 pp |
| Christopher Davis | EGP | 0.0% | 0.0% | 0.00 pp |
| Christopher Davis | EXR | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | LBTYA | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | MRK | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | PG | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | AZN | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | DE | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | HD | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | ADI | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | VMC | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | BRK-B | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | JNJ | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | SNPS | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | TBBB | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | PNC | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | MELI | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | BRK-A | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | BIDU | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | HPE | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | ABBV | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | PH | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | SPGI | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | PFE | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | NEE | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | TCOM | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | KO | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | MCD | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | CTVA | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | ABT | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | MO | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | ATAT | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | NUE | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | LVS | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | CL | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | MMM | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | TFC | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | DEO | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | GPRK | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | ASR | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | DLO | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | AFYA | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | AMP | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | MDLZ | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | BLK | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | NVDA | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | ALL | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | MCO | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | GPC | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | ELV | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | PBR | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | PSX | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | PEP | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | LMT | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | GIS | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | OTIS | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | UL | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | CTAS | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | MGM | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | RIO | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | LYV | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | PPG | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | DOW | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | CB | 0.0% | 0.0% | 0.00 pp |
| Dodge & Cox Funds | VZ | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | ADTN | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | NX | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | STC | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | SMHI | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | IDA | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | METCB | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | ROST | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | MTN | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | KODK | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | NATR | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | CAH | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | EVR | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | PWR | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | FTAI | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | COHR | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | PR | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | JBHT | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | DINO | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | CLH | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | RKT | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | CIEN | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | ARMK | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | XPO | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | PHM | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | EQIX | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | RS | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | EXEL | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | TXRH | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | UGI | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | LUV | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | RJF | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | WMB | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | DCI | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | TAC | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | CNI | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | EGP | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | RPM | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | AWK | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | GD | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | TRGP | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | TDY | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | CNS | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | ODFL | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | WPC | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | RGA | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | GEHC | 0.0% | 0.0% | 0.00 pp |
| First Eagle Investment Management | APD | 0.0% | 0.0% | 0.00 pp |
| First Pacific Advisors | BIDU | 0.0% | 0.0% | 0.00 pp |
| First Pacific Advisors | DEO | 0.0% | 0.0% | 0.00 pp |
| Glenn Greenberg | BAC | 0.0% | 0.0% | 0.00 pp |
| Glenn Greenberg | MAR | 0.0% | 0.0% | 0.00 pp |
| Glenn Greenberg | PGR | 0.0% | 0.0% | 0.00 pp |
| Glenn Greenberg | MCO | 0.0% | 0.0% | 0.00 pp |
| Glenn Greenberg | META | 0.0% | 0.0% | 0.00 pp |
| Hillman Capital Management | NOW | 0.2% | 0.2% | 0.00 pp |
| Hillman Capital Management | GOOGL | 0.0% | 0.0% | 0.00 pp |
| Jensen Investment Management | BDX | 0.0% | 0.0% | 0.00 pp |
| John Rogers | HDB | 0.0% | 0.0% | 0.00 pp |
| John Rogers | MSI | 0.0% | 0.0% | 0.00 pp |
| John Rogers | ZBH | 0.0% | 0.0% | 0.00 pp |
| John Rogers | BRC | 0.0% | 0.0% | 0.00 pp |
| John Rogers | FICO | 0.0% | 0.0% | 0.00 pp |
| Kahn Brothers Group | DB | 0.1% | 0.1% | 0.00 pp |
| Lee Ainslie | KDP | 0.0% | 0.0% | 0.00 pp |
| Lee Ainslie | TFII | 0.0% | 0.0% | 0.00 pp |
| Lee Ainslie | MFC | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | MEDP | 0.4% | 0.4% | 0.00 pp |
| Mairs & Power Funds | XYL | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | WAB | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | KMB | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | IBM | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | IEX | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | CB | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | BRC | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | TMO | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | BA | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | TJX | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | CAH | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | HBAN | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | PM | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | BBY | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | ITW | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | CMI | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | WAT | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | MPC | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | DE | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | HOG | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | MO | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | BOH | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | EPD | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | GILD | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | MSA | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | DHR | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | ADI | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | MRSH | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | CLF | 0.0% | 0.0% | 0.00 pp |
| Mairs & Power Funds | SNAP | 0.0% | 0.0% | 0.00 pp |
| Polen Capital Management | SE | 0.0% | 0.0% | 0.00 pp |
| Polen Capital Management | AAPL | 0.0% | 0.0% | 0.00 pp |
| Polen Capital Management | APEI | 0.0% | 0.0% | 0.00 pp |
| Polen Capital Management | FTAI | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | KEY | 0.1% | 0.1% | 0.00 pp |
| Richard Pzena | UVV | 0.1% | 0.1% | 0.00 pp |
| Richard Pzena | PHG | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | SNY | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | TAK | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | MRK | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | HALO | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | ADSK | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | MSFT | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | GE | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | ADBE | 0.0% | 0.0% | 0.00 pp |
| Richard Pzena | DOCU | 0.0% | 0.0% | 0.00 pp |
| Ruane Cunniff LP | GPI | 0.0% | 0.0% | 0.00 pp |
| Ruane Cunniff LP | KSPI | 0.0% | 0.0% | 0.00 pp |
| Ruane Cunniff LP | AXP | 0.0% | 0.0% | 0.00 pp |
| Ruane Cunniff LP | AAPL | 0.0% | 0.0% | 0.00 pp |
| Ruane Cunniff LP | SBGI | 0.0% | 0.0% | 0.00 pp |
| Ruane Cunniff LP | DG | 0.0% | 0.0% | 0.00 pp |
| Ruane Cunniff LP | FERG | 0.0% | 0.0% | 0.00 pp |
| Sarah Ketterer | CIB | 0.1% | 0.1% | 0.00 pp |
| Sarah Ketterer | NVDA | 0.0% | 0.0% | 0.00 pp |
| Sarah Ketterer | FIX | 0.0% | 0.0% | 0.00 pp |
| Sarah Ketterer | AVGO | 0.0% | 0.0% | 0.00 pp |
| Sarah Ketterer | AAPL | 0.0% | 0.0% | 0.00 pp |
| Sarah Ketterer | ALL | 0.0% | 0.0% | 0.00 pp |
| Sarah Ketterer | NVS | 0.0% | 0.0% | 0.00 pp |
| Sarah Ketterer | INN | 0.0% | 0.0% | 0.00 pp |
| Third Avenue Management | FNF | 1.5% | 1.5% | 0.00 pp |
| Thomas Gayner | COF | 0.1% | 0.1% | 0.00 pp |
| Thomas Russo | UNP | 0.1% | 0.1% | 0.00 pp |
| Thomas Russo | DOV | 0.0% | 0.0% | 0.00 pp |
| Thomas Russo | MSFT | 0.0% | 0.0% | 0.00 pp |
| Thomas Russo | FULT | 0.0% | 0.0% | 0.00 pp |
| Thomas Russo | FBLA | 0.0% | 0.0% | 0.00 pp |
| Thomas Russo | WFC | 0.0% | 0.0% | 0.00 pp |
| Thomas Russo | HRL | 0.0% | 0.0% | 0.00 pp |
| Thomas Russo | UNM | 0.0% | 0.0% | 0.00 pp |
| Thomas Russo | MCD | 0.0% | 0.0% | 0.00 pp |
| Thomas Russo | DIS | 0.0% | 0.0% | 0.00 pp |
| Wallace Weitz | FERG | 0.1% | 0.1% | 0.00 pp |
| Warren Buffett | JEF | 0.0% | 0.0% | 0.00 pp |
| Yacktman Asset Management | WFC | 0.1% | 0.1% | 0.00 pp |
| Yacktman Asset Management | MO | 0.0% | 0.0% | 0.00 pp |
| Yacktman Asset Management | V | 0.0% | 0.0% | 0.00 pp |
| Yacktman Asset Management | NWS | 0.0% | 0.0% | 0.00 pp |