Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker GOOG holders clear

36 managers with a move of 137 featured filed through 17 Aug 21 shown managers newest 13Fs

GOOG · reduce · all sizes

21 shown
New 1 Exit 2 Add 12 Reduce 21 all moves 36
all time today 7d 14d
≥1 pp all sizes
reset

21 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
17 Aug 1
GOOG Reduce Kahn Brothers Group +0.55 pp −0.9% sh Q1→Q2
14 Aug 5
GOOG Reduce Duan Yongping - H&H International Investment −1.67 pp −46.9% sh Q1→Q2
GOOG Reduce Francois Rochon - Giverny Capital +0.67 pp −2.5% sh Q1→Q2
GOOG Reduce Philippe Laffont - Coatue Management −0.44 pp −18.6% sh Q1→Q2
GOOG Reduce Arnold Van Den Berg - Van Den Berg Management I +0.31 pp −2.9% sh Q1→Q2
GOOG Reduce Hillman Capital Management +0.04 pp −8.6% sh Q1→Q2
13 Aug 6
GOOG Reduce Mala Gaonkar - Surgocap Partners −3.23 pp −35.1% sh Q1→Q2
GOOG Reduce Triple Frond Partners −1.34 pp −17.5% sh Q1→Q2
GOOG Reduce Thomas Russo - Gardner Russo & Quinn +0.75 pp −9.0% sh Q1→Q2
GOOG Reduce Ruane, Cunniff & Goldfarb +0.56 pp −2.7% sh Q1→Q2
GOOG Reduce Dodge & Cox +0.28 pp −2.2% sh Q1→Q2
GOOG Reduce Sarah Ketterer - Causeway Capital Management +0.02 pp −6.2% sh Q1→Q2
12 Aug 2
GOOG Reduce Senator Investment Group −0.04 pp −20.0% sh Q1→Q2
GOOG Reduce Wallace Weitz - Weitz Investment Management +0.02 pp −17.9% sh Q1→Q2
11 Aug 2
GOOG Reduce Christopher Davis - Davis Selected Advisers −0.04 pp −16.7% sh Q1→Q2
GOOG Reduce Murray Stahl - Horizon Kinetics Asset Management 0.00 pp −5.5% sh Q1→Q2
10 Aug 1
GOOG Reduce Vulcan Value Partners +0.66 pp −20.3% sh Q1→Q2
5 Aug 1
GOOG Reduce First Eagle Investment Management +1.50 pp −1.2% sh Q1→Q2
4 Aug 1
GOOG Reduce Polen Capital Management +0.74 pp −26.5% sh Q1→Q2
15 Jul 1
GOOG Reduce David Katz - Matrix Asset Advisors +0.12 pp −5.6% sh Q1→Q2
10 Jul 1
GOOG Reduce Kentucky Trust Co. - Kentucky Trust +0.27 pp −1.2% 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