Portfolio changes
Activity
QoQ portfolio changes across featured managers.
moves
12 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 |
As-filed 13F long equity only (options excluded). Managers · Home.