Portfolio changes · featured 13Fs

Activity

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

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

ACN · all sizes

14 shown

14 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 4
ACN	New	Hillman Capital Management	+0.28 pp	opened 0.28%	Q1→Q2
ACN	Exit	George Soros - Soros Fund Management	−0.29 pp	was 0.29%	Q1→Q2
ACN	Exit	Mairs & Power	0.00 pp	was <0.01%	Q1→Q2
ACN	Reduce	Bill Nygren / Oakmark - Harris Associates L P	−0.31 pp	−4.7% sh	Q1→Q2
13 Aug 1
ACN	Reduce	Ruane, Cunniff & Goldfarb	−1.31 pp	−2.8% sh	Q1→Q2
12 Aug 1
ACN	Reduce	Wallace Weitz - Weitz Investment Management	−1.33 pp	−29.9% sh	Q1→Q2
10 Aug 1
ACN	Exit	Lewis Sanders - Sanders Capital	−2.65 pp	was 2.7%	Q1→Q2
7 Aug 2
ACN	Add	Richard Pzena - Pzena Investment Management	+0.33 pp	+113.8% sh	Q1→Q2
ACN	Reduce	Jensen Investment Management	−0.07 pp	−10.4% sh	Q1→Q2
5 Aug 1
ACN	Add	First Eagle Investment Management	0.00 pp	+31.4% sh	Q1→Q2
4 Aug 1
ACN	Reduce	Polen Capital Management	−1.69 pp	−88.7% sh	Q1→Q2
30 Jul 1
ACN	New	Torray Investment Partners	+2.81 pp	opened 2.8%	Q1→Q2
28 Jul 1
ACN	New	Greenhaven Associates	+4.86 pp	opened 4.9%	Q1→Q2
15 Jul 1
ACN	Reduce	David Katz - Matrix Asset Advisors	−0.48 pp	−62.8% 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