Portfolio changes · featured 13Fs

Activity

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

55 managers with a move of 137 featured filed through 18 Aug 55 shown managers newest 13Fs

AMZN · all sizes

55 shown

55 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
13 Aug 2
AMZN	Reduce	Chris James - Meritage Group	−0.41 pp	−16.9% sh	Q1→Q2
AMZN	Reduce	Thomas Russo - Gardner Russo & Quinn	0.00 pp	−10.0% sh	Q1→Q2
12 Aug 4
AMZN	Reduce	Ako Capital	−0.72 pp	−34.0% sh	Q1→Q2
AMZN	Reduce	Senator Investment Group	−0.51 pp	−3.4% sh	Q1→Q2
AMZN	Reduce	Wallace Weitz - Weitz Investment Management	+0.35 pp	−2.2% sh	Q1→Q2
AMZN	Reduce	Harry Burn - Sound Shore Management	−0.07 pp	−7.6% sh	Q1→Q2
11 Aug 2
AMZN	Add	Christopher Davis - Davis Selected Advisers	+1.10 pp	+24.8% sh	Q1→Q2
AMZN	Reduce	Murray Stahl - Horizon Kinetics Asset Management	0.00 pp	−8.9% sh	Q1→Q2
10 Aug 2
AMZN	Reduce	Vulcan Value Partners	−1.61 pp	−37.8% sh	Q1→Q2
AMZN	Reduce	Lewis Sanders - Sanders Capital	−0.39 pp	−1.6% sh	Q1→Q2
7 Aug 1
AMZN	Reduce	Jensen Investment Management	+1.08 pp	−13.6% sh	Q1→Q2
4 Aug 1
AMZN	Reduce	Polen Capital Management	+0.15 pp	−27.9% sh	Q1→Q2
30 Jul 1
AMZN	Reduce	Torray Investment Partners	0.00 pp	−5.2% sh	Q1→Q2
21 Jul 1
AMZN	Add	John Armitage - Egerton Capital (UK)	+2.76 pp	+51.2% sh	Q1→Q2
21 Apr 1
AMZN	Add	Robert Olstein - Olstein Capital Management	+0.23 pp	+44.0% sh	2025Q4→2026Q1

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