Portfolio changes · featured 13Fs
Activity
Moves in BKNG across featured managers — New / Exit / Add / Reduce.
BKNG · all sizes
12 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 8 | |||||
| BKNG | New | Bill Nygren / Oakmark - Harris Associates L P | +0.37% | opened 0.37% | Q1→Q2 |
| BKNG | Exit | Stephen Mandel - Lone Pine Capital | −0.08% | was 0.08% | Q1→Q2 |
| BKNG | Exit | Lee Ainslie - Maverick Capital | −0.01% | was 0.01% | Q1→Q2 |
| BKNG | Add | Pat Dorsey - Dorsey Asset Management | +2.95% | +4409.2% sh | Q1→Q2 |
| BKNG | Add | Grant Wonders - Voyager Global Management | −1.23% | +2400.0% sh | Q1→Q2 |
| BKNG | Add | Francois Rochon - Giverny Capital | −0.12% | +2375.1% sh | Q1→Q2 |
| BKNG | Add | David Rolfe - Wedgewood Partners | +0.11% | +2317.1% sh | Q1→Q2 |
| BKNG | Add | Davidson Kempner Capital Management | −0.09% | +2058.5% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| BKNG | Add | Dodge & Cox | +0.08% | +2460.1% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| BKNG | Exit | Ako Capital | −4.11% | was 4.1% | Q1→Q2 |
| 10 Aug 1 | |||||
| BKNG | Add | Lewis Sanders - Sanders Capital | +1.26% | +2376.0% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| BKNG | New | First Eagle Investment Management | +1.46% | opened 1.5% | 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