The "Warren Buffett of Britain" dumped Buffett's actual No. 1 holding in favor a stock with the legs to run higher.The flow of information is constant and sometimes overwhelming on Wall Street. Trying to interpret an onslaught of earnings reports and monthly economic data releases each quarter can easily allow something of importance to go unnoticed.For example, May 15 marked the deadline for institutional investors with at least $100 million in assets under management to file Form 13F with the Securities a ...