Portfolio changes · featured 13Fs
Activity
Moves in KMX across featured managers — New / Exit / Add / Reduce.
KMX · reduce · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| KMX | Reduce | Starboard Value | −1.89% | −48.3% sh | Q1→Q2 |
| KMX | Reduce | Hillman Capital Management | +0.35% | −16.3% sh | Q1→Q2 |
| KMX | Reduce | John Rogers - Ariel Investments | −0.08% | −38.3% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| KMX | Reduce | Vulcan Value Partners | −0.96% | −58.6% 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