Portfolio changes · featured 13Fs

Activity

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

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

WAT · reduce · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
WAT	Reduce	Terry Smith - Fundsmith	−1.21%	−29.2% sh	Q1→Q2
WAT	Reduce	Bill Nygren / Oakmark - Harris Associates L P	−0.11%	−93.6% sh	Q1→Q2
12 Aug 1
WAT	Reduce	Ako Capital	−2.99%	−75.1% sh	Q1→Q2
5 Aug 1
WAT	Reduce	First Eagle Investment Management	+0.21%	−15.2% 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