Portfolio changes · featured 13Fs
Activity
Moves in PEP across featured managers — New / Exit / Add / Reduce.
PEP · add · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| PEP | Add | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | +21.0% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| PEP | Add | Don Yacktman - Yacktman Asset Management | −0.73% | +2.2% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| PEP | Add | Torray Investment Partners | −0.43% | +7.6% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| PEP | Add | David Katz - Matrix Asset Advisors | −0.49% | +11.1% 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