Portfolio changes · featured 13Fs

Activity

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

10 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

FDX · reduce

2 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 1
FDX	Reduce	Mason Hawkins - Southeastern Asset Management	−1.15 pp	−21.3% sh	Q1→Q2
7 Aug 1
FDX	Reduce	Tweedy, Browne Co.	−1.84 pp	−85.4% 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