Portfolio changes · featured 13Fs
Activity
Moves in BAX across featured managers — New / Exit / Add / Reduce.
BAX · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| BAX | Add | First Pacific Advisors | +0.43% | +13.7% sh | Q1→Q2 |
| BAX | Reduce | Hillman Capital Management | +0.76% | −4.6% sh | Q1→Q2 |
| BAX | Reduce | Mairs & Power | 0.00% | −44.4% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| BAX | Add | Richard Pzena - Pzena Investment Management | +0.57% | +1.2% sh | Q1→Q2 |
| 28 Jul 1 | |||||
| BAX | Reduce | Greenhaven Associates | −0.44% | −0.2% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| BAX | Add | Murphy Pohlad - Murphy Pohlad Asset Management | +0.13% | +12.5% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| BAX | Add | Robert Olstein - Olstein Capital Management | +0.07% | +11.3% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home