Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 12 Aug managers newest 13Fs

BCC · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
12 Aug 1
BCC	Add	Third Avenue Management	+0.55%	+7.1% sh	Q1→Q2
5 Aug 1
BCC	Add	First Eagle Investment Management	+0.01%	+13.4% sh	Q1→Q2

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