Portfolio changes · featured 13Fs

Activity

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

13 managers with a move of 137 featured filed through 17 Aug managers newest 13Fs

ICLR · add · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
17 Aug 1
ICLR	Add	Muhlenkamp & Co.	+1.41%	+0.5% sh	Q1→Q2
14 Aug 2
ICLR	Add	Glenn Greenberg - Brave Warrior Advisors	+3.73%	+5.2% sh	Q1→Q2
ICLR	Add	Bill Nygren / Oakmark - Harris Associates L P	+0.39%	+2.7% sh	Q1→Q2
13 Aug 1
ICLR	Add	Ruane, Cunniff & Goldfarb	+2.53%	+25.3% sh	Q1→Q2
28 Jul 1
ICLR	Add	Greenhaven Associates	+2.57%	+54.8% 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