Portfolio changes · featured 13Fs
Activity
Moves in BKD across featured managers — New / Exit / Add / Reduce.
BKD · add · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 13 Aug 1 | |||||
| BKD | Add | Ryan Packard - Hiddenite Capital Partners | −1.85% | +40.2% sh | Q1→Q2 |
| 12 Aug 2 | |||||
| BKD | Add | Third Avenue Management | +0.24% | +6.7% sh | Q1→Q2 |
| BKD | Add | Senator Investment Group | +0.13% | +16.3% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| BKD | Add | First Eagle Investment Management | +0.03% | +23.3% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| BKD | Add | Polen Capital Management | +0.02% | +7.3% 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