Portfolio changes · featured 13Fs
Activity
Moves in CRM across featured managers — New / Exit / Add / Reduce.
CRM · add · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| CRM | Add | Rule One Partners | −13.88% | +13.8% sh | Q1→Q2 |
| CRM | Add | Bill Nygren / Oakmark - Harris Associates L P | −0.36% | +8.3% sh | Q1→Q2 |
| CRM | Add | Hillman Capital Management | +0.13% | +24.7% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| CRM | Add | Lewis Sanders - Sanders Capital | −0.61% | +0.9% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| CRM | Add | First Eagle Investment Management | +0.40% | +19.1% 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