Portfolio changes · featured 13Fs
Activity
QoQ portfolio changes across featured managers — New / Exit / Add / Reduce by filed date.
12 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 2 | |||||
| AMZN | Reduce | Altarock Partners | −5.99% | −24.3% sh | Q1→Q2 |
| MCO | Reduce | Altarock Partners | −5.88% | −64.9% sh | Q1→Q2 |
| 14 Aug 10 | |||||
| URI | Reduce | Abrams Bison - Abrams Bison Investments | −27.86% | −83.6% sh | Q1→Q2 |
| AMAT | Reduce | Abrams Bison - Abrams Bison Investments | +9.07% | −21.6% sh | Q1→Q2 |
| SNX | Reduce | Abrams Bison - Abrams Bison Investments | +8.19% | −18.9% sh | Q1→Q2 |
| MDGL | Reduce | John Paulson - Paulson & Co. | +4.51% | −3.7% sh | Q1→Q2 |
| BRK.B | Reduce | Gates Foundation Trust | −4.45% | −13.8% sh | Q1→Q2 |
| WM | Reduce | Gates Foundation Trust | −2.76% | −3.3% sh | Q1→Q2 |
| FICO | Reduce | Chuck Akre - Akre Capital Management | +2.11% | −0.5% sh | Q1→Q2 |
| ORLY | Reduce | Chuck Akre - Akre Capital Management | −1.96% | −44.4% sh | Q1→Q2 |
| MA | Reduce | Chuck Akre - Akre Capital Management | +1.37% | −12.8% sh | Q1→Q2 |
| AEP | Reduce | Carl Icahn - Icahn Capital | −1.13% | −63.9% 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