Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker TXN holders clear

16 managers with a move of 137 featured filed through 14 Aug 12 shown managers newest 13Fs

TXN · reduce · all sizes

12 shown
New 4 Exit 0 Add 0 Reduce 12 all moves 16
all time today 7d 14d
≥1 pp all sizes
reset

12 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
14 Aug 4
TXN Reduce Dan Sundheim - D1 Capital Partners −2.68 pp −76.9% sh Q1→Q2
TXN Reduce Mairs & Power +0.14 pp −5.9% sh Q1→Q2
TXN Reduce Terry Smith - Fundsmith −0.04 pp −31.4% sh Q1→Q2
TXN Reduce Arnold Van Den Berg - Van Den Berg Management I −0.01 pp −40.0% sh Q1→Q2
13 Aug 1
TXN Reduce Sarah Ketterer - Causeway Capital Management +0.05 pp −19.3% sh Q1→Q2
12 Aug 1
TXN Reduce Wallace Weitz - Weitz Investment Management −0.56 pp −51.3% sh Q1→Q2
11 Aug 1
TXN Reduce Christopher Davis - Davis Selected Advisers +0.58 pp −14.5% sh Q1→Q2
7 Aug 1
TXN Reduce Jensen Investment Management 0.00 pp −10.9% sh Q1→Q2
5 Aug 1
TXN Reduce First Eagle Investment Management −0.92 pp −98.6% sh Q1→Q2
30 Jul 1
TXN Reduce Torray Investment Partners −0.80 pp −45.6% sh Q1→Q2
15 Jul 1
TXN Reduce David Katz - Matrix Asset Advisors −0.08 pp −28.9% sh Q1→Q2
21 Apr 1
TXN Reduce Robert Olstein - Olstein Capital Management −0.03 pp −18.5% sh 2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home