Portfolio changes · featured 13Fs

Activity

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

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

PM · reduce · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
PM	Reduce	Terry Smith - Fundsmith	−2.73%	−43.0% sh	Q1→Q2
11 Aug 1
PM	Reduce	Don Yacktman - Yacktman Asset Management	0.00%	−15.3% 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