Portfolio changes · featured 13Fs
Activity
Moves in BK across featured managers — New / Exit / Add / Reduce.
BK · all sizes
8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 13 Aug 1 | |||||
| BK | Reduce | Dodge & Cox | −0.27% | −29.0% sh | Q1→Q2 |
| 11 Aug 2 | |||||
| BK | Reduce | Don Yacktman - Yacktman Asset Management | −0.45% | −82.0% sh | Q1→Q2 |
| BK | Reduce | Christopher Davis - Davis Selected Advisers | −0.06% | −30.2% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| BK | Reduce | Tweedy, Browne Co. | +0.09% | −6.2% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| BK | Reduce | First Eagle Investment Management | +0.69% | −6.1% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| BK | New | Torray Investment Partners | +0.03% | opened 0.03% | Q1→Q2 |
| 21 Jul 1 | |||||
| BK | Reduce | Murphy Pohlad - Murphy Pohlad Asset Management | +0.26% | −1.5% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| BK | Reduce | David Katz - Matrix Asset Advisors | −0.60% | −28.5% 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