Portfolio changes · featured 13Fs
Activity
Moves in BAP across featured managers — New / Exit / Add / Reduce.
BAP · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| BAP | Exit | John Rogers - Ariel Investments | −0.03 pp | was 0.03% | Q1→Q2 |
| BAP | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.15 pp | −42.0% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| BAP | Reduce | Dodge & Cox | −0.10 pp | −23.3% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| BAP | Reduce | Richard Pzena - Pzena Investment Management | −0.05 pp | −8.3% 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