Portfolio changes · featured 13Fs
Activity
Moves in META across featured managers — New / Exit / Add / Reduce.
META · all sizes
47 shown47 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 10 Aug 1 | |||||
| META | Add | Lewis Sanders - Sanders Capital | −1.09 pp | +2.4% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| META | Reduce | Jensen Investment Management | −2.35 pp | −67.9% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| META | Add | First Eagle Investment Management | +0.61 pp | +0.8% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| META | Reduce | Polen Capital Management | −0.29 pp | −30.9% sh | Q1→Q2 |
| 31 Jul 1 | |||||
| META | Reduce | Thomas Gayner - Markel Group | −0.19 pp | −5.7% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| META | Add | David Katz - Matrix Asset Advisors | 0.00 pp | +14.3% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| META | Add | Robert Olstein - Olstein Capital Management | +0.22 pp | +38.6% 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