Follow-The-Filings

Portfolio changes

Activity

QoQ portfolio changes across featured managers.

40 of ~127 managers filed through 31 Jul 22 shown

Activity

22 shown
New 22 Exit 8 Add 0 Reduce 0 all 30
all time today 7d 14d
≥1 pp all sizes
reset

moves

22 shown

ticker action manager Δ port detail period
31 Jul 3
ZTS New Thomas Gayner - Markel Group Inc. +0.04 pp opened 0.0% Q1→Q2
NFLX New Thomas Gayner - Markel Group Inc. +0.02 pp opened 0.0% Q1→Q2
UFPI New Thomas Gayner - Markel Group Inc. 0.00 pp opened 0.0% Q1→Q2
30 Jul 5
GOOGL New Torray Investment Partners LLC +3.22 pp opened 3.2% Q1→Q2
ACN New Torray Investment Partners LLC +2.81 pp opened 2.8% Q1→Q2
ZM New Torray Investment Partners LLC +0.29 pp opened 0.3% Q1→Q2
NOVT New Torray Investment Partners LLC +0.24 pp opened 0.2% Q1→Q2
UNH New Torray Investment Partners LLC +0.04 pp opened 0.0% Q1→Q2
28 Jul 4
BDX New Greenhaven Associates Inc. +9.93 pp opened 9.9% Q1→Q2
ACN New Greenhaven Associates Inc. +4.86 pp opened 4.9% Q1→Q2
IQV New Greenhaven Associates Inc. +1.71 pp opened 1.7% Q1→Q2
EPAM New Greenhaven Associates Inc. +0.54 pp opened 0.5% Q1→Q2
21 Jul 10
AMAT New John Armitage - Egerton Capital (UK) LLP +3.64 pp opened 3.6% Q1→Q2
EFX New John Armitage - Egerton Capital (UK) LLP +2.27 pp opened 2.3% Q1→Q2
SPGI New John Armitage - Egerton Capital (UK) LLP +1.38 pp opened 1.4% Q1→Q2
VST New John Armitage - Egerton Capital (UK) LLP +0.74 pp opened 0.7% Q1→Q2
RIOT New John Armitage - Egerton Capital (UK) LLP +0.70 pp opened 0.7% Q1→Q2
NKE New Murphy Pohlad - Murphy Pohlad Asset Management LLC +0.68 pp opened 0.7% Q1→Q2
IFF New Murphy Pohlad - Murphy Pohlad Asset Management LLC +0.52 pp opened 0.5% Q1→Q2
ADP New Murphy Pohlad - Murphy Pohlad Asset Management LLC +0.36 pp opened 0.4% Q1→Q2
RYN New Murphy Pohlad - Murphy Pohlad Asset Management LLC +0.32 pp opened 0.3% Q1→Q2
ADBE New Murphy Pohlad - Murphy Pohlad Asset Management LLC +0.18 pp opened 0.2% Q1→Q2

As-filed 13F long equity only (options excluded). Managers · Home.