Portfolio changes · featured 13Fs
Activity
Moves in ACN across featured managers — New / Exit / Add / Reduce.
ACN · reduce · all sizes
6 shown6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| ACN | Reduce | Bill Nygren / Oakmark - Harris Associates L P | −0.31 pp | −4.7% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| ACN | Reduce | Ruane, Cunniff & Goldfarb | −1.31 pp | −2.8% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| ACN | Reduce | Wallace Weitz - Weitz Investment Management | −1.33 pp | −29.9% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| ACN | Reduce | Jensen Investment Management | −0.07 pp | −10.4% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| ACN | Reduce | Polen Capital Management | −1.69 pp | −88.7% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| ACN | Reduce | David Katz - Matrix Asset Advisors | −0.48 pp | −62.8% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home