Portfolio changes · featured 13Fs

Activity

Moves in 81211K10 across featured managers — New / Exit / Add / Reduce.

4 managers with a move of 137 featured filed through 14 Aug 4 shown managers newest 13Fs

81211K10

4 shown

4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
Sealed Air	Exit	George Soros - Soros Fund Management	−1.27 pp	was 1.3%	Q1→Q2
Sealed Air	Exit	Bill Nygren / Oakmark - Harris Associates L P	−0.07 pp	was 0.07%	Q1→Q2
11 Aug 1
Sealed Air	Exit	Murray Stahl - Horizon Kinetics Asset Management	−0.02 pp	was 0.02%	Q1→Q2
7 Aug 1
Sealed Air	Exit	Tweedy, Browne Co.	−1.43 pp	was 1.4%	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home