Portfolio changes · featured 13Fs

Activity

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

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

BN · reduce

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

ticker	action	manager	Δ weight	detail	period
14 Aug 3
BN	Reduce	Bill Ackman - Pershing Square	−5.04%	−3.7% sh	Q1→Q2
BN	Reduce	Stephen Mandel - Lone Pine Capital	−3.41%	−92.9% sh	Q1→Q2
BN	Reduce	Chuck Akre - Akre Capital Management	−1.16%	−28.8% 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