Portfolio changes · featured 13Fs
Activity
Moves in EFX across featured managers — New / Exit / Add / Reduce.
EFX · add · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| EFX | Add | Eric Mandelblatt - Soroban Capital Partners | +0.01% | +5.4% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| EFX | Add | Wallace Weitz - Weitz Investment Management | −0.25% | +2.3% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| EFX | Add | Robert Olstein - Olstein Capital Management | +0.65% | +105.6% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home