Portfolio changes · featured 13Fs
Activity
Moves in TMO across featured managers — New / Exit / Add / Reduce.
TMO · reduce · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| TMO | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.03% | −61.1% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| TMO | Reduce | Murphy Pohlad - Murphy Pohlad Asset Management | −0.04% | −7.8% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| TMO | Reduce | Lindsell Train | +0.14% | −16.6% 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