Portfolio changes · featured 13Fs
Activity
QoQ portfolio changes across featured managers — New / Exit / Add / Reduce by filed date.
131 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 11 | |||||
| MSFT | New | Christopher Bloomstran - Semper Augustus Investments Group | +0.03% | opened 0.03% | Q1→Q2 |
| KZIA | New | Leon Cooperman - Omega Advisors | +0.02% | opened 0.02% | Q1→Q2 |
| WEAT | New | Arnold Van Den Berg - Van Den Berg Management I | +0.02% | opened 0.02% | Q1→Q2 |
| JNJ | New | Christopher Bloomstran - Semper Augustus Investments Group | +0.02% | opened 0.02% | Q1→Q2 |
| CORN | New | Arnold Van Den Berg - Van Den Berg Management I | +0.01% | opened 0.01% | Q1→Q2 |
| IWP | New | Mairs & Power | +0.01% | opened 0.01% | Q1→Q2 |
| IWR | New | Mairs & Power | +0.01% | opened 0.01% | Q1→Q2 |
| BIRK | New | Bill Nygren / Oakmark - Harris Associates L P | +0.01% | opened 0.01% | Q1→Q2 |
| DHI | New | Warren Buffett - Berkshire Hathaway | 0.00% | opened <0.01% | Q1→Q2 |
| AMD | New | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | opened <0.01% | Q1→Q2 |
| INTC | New | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | opened <0.01% | 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