Portfolio changes · featured 13Fs

Activity

Moves in ADI across featured managers — New / Exit / Add / Reduce.

12 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

ADI · reduce · all sizes

9 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 4
ADI	Reduce	Francois Rochon - Giverny Capital	−0.75%	−45.4% sh	Q1→Q2
ADI	Reduce	Dan Sundheim - D1 Capital Partners	−0.71%	−65.1% sh	Q1→Q2
ADI	Reduce	First Pacific Advisors	+0.17%	−7.2% sh	Q1→Q2
ADI	Reduce	Mairs & Power	0.00%	−21.5% sh	Q1→Q2
13 Aug 1
ADI	Reduce	Sarah Ketterer - Causeway Capital Management	−0.18%	−29.6% sh	Q1→Q2
12 Aug 2
ADI	Reduce	Ako Capital	−0.70%	−40.1% sh	Q1→Q2
ADI	Reduce	Wallace Weitz - Weitz Investment Management	−0.02%	−19.9% sh	Q1→Q2
31 Jul 1
ADI	Reduce	Thomas Gayner - Markel Group	+0.30%	−2.3% sh	Q1→Q2
29 Jul 1
ADI	Reduce	William Von Mueffling - Cantillon Capital Management	+1.22%	−95.4% 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