Portfolio changes · featured 13Fs

Activity

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

20 managers with a move of 137 featured filed through 17 Aug managers newest 13Fs

DIS · reduce

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

ticker	action	manager	Δ weight	detail	period
17 Aug 1
DIS	Reduce	Kahn Brothers Group	−1.01%	−5.2% sh	Q1→Q2
14 Aug 1
DIS	Reduce	Andreas Halvorsen - Viking Global Investors	−1.62%	−46.2% 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