Portfolio changes · featured 13Fs

Activity

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

1 manager with a move of 137 featured filed through 11 Feb managers newest 13Fs

BBWI · reduce

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

ticker	action	manager	Δ weight	detail	period
11 Feb 1
BBWI	Reduce	Tom Bancroft - Makaira Partners	−6.59%	−46.4% sh	Q3→Q4

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