Portfolio changes · featured 13Fs
Activity
Moves in ADP across featured managers — New / Exit / Add / Reduce.
ADP · add · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| ADP | Add | Francois Rochon - Giverny Capital | +1.81% | +56.2% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| ADP | Add | First Eagle Investment Management | +1.17% | +81.6% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| ADP | Add | David Katz - Matrix Asset Advisors | +0.77% | +312.0% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home