Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 12 Aug 2 shown managers newest 13Fs

TDW · add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
12 Aug 1
TDW	Add	Third Avenue Management	−2.54 pp	+1.4% sh	Q1→Q2
7 Aug 1
TDW	Add	Tweedy, Browne Co.	−0.02 pp	+14.0% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home