Portfolio changes · featured 13Fs
Activity
Moves in CSGP across featured managers — New / Exit / Add / Reduce.
CSGP · reduce · all sizes
2 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 12 Aug 1 | |||||
| CSGP | Reduce | Wallace Weitz - Weitz Investment Management | −0.63% | −18.2% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| CSGP | Reduce | Polen Capital Management | −1.37% | −30.3% 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