Portfolio changes · featured 13Fs

Activity

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

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

ICE · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
ICE	Add	Bill Nygren / Oakmark - Harris Associates L P	−0.48%	+10.5% sh	Q1→Q2
11 Aug 1
ICE	Add	Murray Stahl - Horizon Kinetics Asset Management	−0.05%	+17.4% 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