Portfolio changes · featured 13Fs
Activity
Moves in TMO across featured managers — New / Exit / Add / Reduce.
TMO · add · all sizes
10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| TMO | Add | Glenview Capital Management | +2.64% | +150.4% sh | Q1→Q2 |
| TMO | Add | Dan Sundheim - D1 Capital Partners | −1.99% | +12.7% sh | Q1→Q2 |
| TMO | Add | Andreas Halvorsen - Viking Global Investors | +0.48% | +16.2% sh | Q1→Q2 |
| TMO | Add | Hillman Capital Management | +0.05% | +14.3% sh | Q1→Q2 |
| TMO | Add | Farallon Capital Management | −0.04% | +19.0% sh | Q1→Q2 |
| TMO | Add | First Pacific Advisors | +0.01% | +11.9% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| TMO | Add | Dodge & Cox | +0.79% | +11767.4% sh | Q1→Q2 |
| 31 Jul 1 | |||||
| TMO | Add | Thomas Gayner - Markel Group | 0.00% | +8.9% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| TMO | Add | David Katz - Matrix Asset Advisors | +0.11% | +22.7% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| TMO | Add | Robert Olstein - Olstein Capital Management | −0.04% | +5.5% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home