Portfolio changes · featured 13Fs

Activity

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

14 managers with a move of 137 featured filed through 13 Aug 3 shown managers newest 13Fs

ACN · reduce

3 shown

3 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
13 Aug 1
ACN	Reduce	Ruane, Cunniff & Goldfarb	−1.31 pp	−2.8% sh	Q1→Q2
12 Aug 1
ACN	Reduce	Wallace Weitz - Weitz Investment Management	−1.33 pp	−29.9% sh	Q1→Q2
4 Aug 1
ACN	Reduce	Polen Capital Management	−1.69 pp	−88.7% sh	Q1→Q2

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