| OXYOCCIDENTAL PETE CORP | 16.3% | Hold | 264,941,431 | $41.12 | $10.9B | $63.16 | +53.6% | $34.78 | $67.45 |
| CBCHUBB LIMITED | 16.0% | Add | 34,249,183 | $312.12 | $10.7B | $321.51 | +3.0% | $264.10 | $345.67 |
| KHCKRAFT HEINZ CO | 11.8% | Hold | 325,634,818 | $24.25 | $7.9B | $22.06 | -9.0% | $21.51 | $31.15 |
| MCOMOODYS CORP | 9.6% | Hold | 12,623,750 | $510.85 | $6.4B | $427.80 | -16.3% | $378.71 | $546.88 |
| GOOGLALPHABET INC | 8.4% | Add | 17,846,142 | $313.00 | $5.6B | $317.24 | +1.4% | $146.10 | $349.00 |
| VVISA INC | 4.4% | Hold | 8,297,460 | $350.71 | $2.9B | $302.24 | -13.8% | $294.32 | $375.51 |
| MAMASTERCARD INCORPORATED | 3.4% | Hold | 3,986,648 | $570.88 | $2.3B | $484.14 | -15.2% | $465.59 | $601.77 |
| SIRISIRIUS XM HOLDINGS INC | 3.3% | Add | 108,822,227 | $20.00 | $2.2B | $22.84 | +14.2% | $18.69 | $24.92 |
| VRSNVERISIGN INC | 2.9% | Hold | 8,016,933 | $242.95 | $1.9B | $259.78 | +6.9% | $208.86 | $310.60 |
| STZCONSTELLATION BRANDS INC | 2.7% | Hold | 13,000,000 | $137.96 | $1.8B | $152.10 | +10.2% | $126.45 | $196.91 |
| DVADAVITA INC | 2.6% | Reduce | 15,126,977 | $113.61 | $1.7B | $155.36 | +36.7% | $101.00 | $159.42 |
| KRKROGER CO | 2.5% | Hold | 27,257,260 | $62.48 | $1.7B | $73.26 | +17.3% | $58.60 | $76.58 |
| DPZDOMINOS PIZZA INC | 2.1% | Add | 3,350,000 | $416.82 | $1.4B | $349.25 | -16.2% | $348.01 | $499.08 |
| NUENUCOR CORP | 1.6% | Hold | 6,407,749 | $163.11 | $1.0B | $162.87 | -0.1% | $97.59 | $196.90 |
| AAPLAPPLE INC | 1.5% | Hold | 3,776,000 | $271.86 | $1.0B | $248.96 | -8.4% | $169.21 | $288.62 |
| UNHUNITEDHEALTH GROUP INC | 1.5% | Hold | 3,084,664 | $330.11 | $1.0B | $259.97 | -21.2% | $234.60 | $606.36 |
| LENLENNAR CORP | 1.1% | Hold | 7,050,950 | $102.80 | $724.8M | $90.21 | -12.2% | $89.63 | $144.24 |
| POOLPOOL CORP | 1.0% | Hold | 3,068,885 | $228.75 | $702.0M | $199.84 | -12.6% | $197.68 | $345.00 |
| AONAON PLC | 0.9% | Hold | 1,752,194 | $352.88 | $618.3M | $315.53 | -10.6% | $304.59 | $402.49 |
| BACBK OF AMERICA CORP | 0.8% | Hold | 9,800,000 | $55.00 | $539.0M | $52.54 | -4.5% | $36.27 | $57.55 |
| AMZNAMAZON COM INC | 0.8% | Hold | 2,276,000 | $230.82 | $525.3M | $208.27 | -9.8% | $161.38 | $258.60 |
| COFCAPITAL ONE FINL CORP | 0.8% | Hold | 2,137,000 | $242.36 | $517.9M | $175.22 | -27.7% | $143.22 | $259.64 |
| AXPAMERICAN EXPRESS CO | 0.8% | Hold | 1,399,713 | $369.95 | $517.8M | $297.49 | -19.6% | $220.43 | $387.49 |
| LPXLOUISIANA PAC CORP | 0.5% | Hold | 4,344,909 | $80.76 | $350.9M | $71.38 | -11.6% | $69.63 | $102.86 |
| HEIAHEICO CORP NEW | 0.5% | Hold | 1,294,612 | $252.43 | $326.8M | — | — | — | — |
| CVXCHEVRON CORP NEW | 0.4% | Hold | 1,938,000 | $152.41 | $295.4M | $201.44 | +32.2% | $132.04 | $202.44 |
| NYTNEW YORK TIMES CO | 0.4% | New Buy | 3,665,744 | $69.42 | $254.5M | $81.28 | +17.1% | $44.83 | $82.74 |
| CHTRCHARTER COMMUNICATIONS INC N | 0.3% | Hold | 1,060,882 | $208.75 | $221.5M | $211.63 | +1.4% | $180.38 | $437.06 |
| LAMRLAMAR ADVERTISING CO NEW | 0.2% | Add | 1,202,410 | $126.58 | $152.2M | $127.41 | +0.7% | $99.84 | $139.76 |
| ALLEALLEGION PLC | 0.2% | Hold | 780,133 | $159.22 | $124.2M | $143.83 | -9.7% | $116.57 | $183.11 |
| LLYVKLIBERTY LIVE HOLDINGS INC | 0.2% | Hold | 1,442,656 | $83.16 | $120.0M | $92.90 | +11.7% | $60.55 | $102.62 |
| NVRNVR INC | 0.1% | Hold | 11,112 | $7292.77 | $81.0M | $6417.90 | -12.0% | $6357.45 | $8618.28 |
| KOCOCA COLA CO | 0.1% | Hold | 960,000 | $69.91 | $67.1M | $76.08 | +8.8% | $65.35 | $82.00 |
| ALLYALLY FINL INC | 0.1% | Hold | 1,275,000 | $45.29 | $57.7M | $38.09 | -15.9% | $29.52 | $47.27 |
| LLYVALIBERTY LIVE HOLDINGS INC | 0.1% | Hold | 456,768 | $81.50 | $37.2M | $90.35 | +10.9% | $59.70 | $99.63 |
| JEFJEFFERIES FINL GROUP INC | 0.0% | Hold | 433,558 | $61.97 | $26.9M | $38.21 | -38.3% | $35.53 | $71.04 |
| DEODIAGEO PLC | 0.0% | Hold | 227,750 | $86.27 | $19.6M | $74.60 | -13.5% | $74.46 | $116.69 |
| LENBLENNAR CORP | 0.0% | Hold | 180,980 | $95.12 | $17.2M | — | — | — | — |
| FWONKLIBERTY MEDIA CORP DEL | 0.0% | Hold | 125,420 | $98.51 | $12.4M | $83.41 | -15.3% | $75.26 | $109.36 |
| LILALIBERTY LATIN AMERICA LTD | 0.0% | Hold | 1,625,185 | $7.39 | $12.0M | $7.96 | +7.7% | $4.26 | $9.04 |
| LILAKLIBERTY LATIN AMERICA LTD | 0.0% | Hold | 1,284,020 | $7.46 | $9.6M | $8.49 | +13.8% | $4.23 | $9.13 |
| BATRKATLANTA BRAVES HLDGS INC | 0.0% | Hold | 3,632 | $39.45 | $143.3K | $41.58 | +5.4% | $35.46 | $47.18 |