Portfolio changes · featured 13Fs
Activity
Moves in TW across featured managers — New / Exit / Add / Reduce.
TW · add · all sizes
2 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| TW | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.05% | +39.0% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| TW | Add | Murray Stahl - Horizon Kinetics Asset Management | +0.10% | +1750.1% 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