Portfolio changes · featured 13Fs
Activity
Moves in BDX across featured managers — New / Exit / Add / Reduce.
BDX · all sizes
8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| BDX | New | Estuary Capital Management | +3.99% | opened 4.0% | Q1→Q2 |
| BDX | Exit | Starboard Value | −2.19% | was 2.2% | Q1→Q2 |
| BDX | Exit | Davidson Kempner Capital Management | −0.04% | was 0.04% | Q1→Q2 |
| BDX | Add | First Pacific Advisors | −0.41% | +6.6% sh | Q1→Q2 |
| BDX | Add | Hillman Capital Management | +0.12% | +7.2% sh | Q1→Q2 |
| BDX | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.01% | +5.8% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| BDX | Add | First Eagle Investment Management | +1.01% | +15.8% sh | Q1→Q2 |
| 28 Jul 1 | |||||
| BDX | New | Greenhaven Associates | +9.93% | opened 9.9% | 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