Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 11 Aug managers newest 13Fs

RS · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
11 Aug 1
RS	Add	Don Yacktman - Yacktman Asset Management	+0.42%	+0.8% sh	Q1→Q2
5 Aug 1
RS	Add	First Eagle Investment Management	0.00%	+35.8% 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