Portfolio changes · featured 13Fs

Activity

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

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

NOW · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
NOW	Add	Chuck Akre - Akre Capital Management	+0.55%	+13.7% sh	Q1→Q2
10 Aug 1
NOW	Add	Vulcan Value Partners	+0.26%	+7.7% 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