Portfolio changes · featured 13Fs
Activity
Moves in BMI across featured managers — New / Exit / Add / Reduce.
BMI · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| BMI | Exit | Ron Baron - Bamco Inc. (Baron Capital) | −0.14% | was 0.14% | Q1→Q2 |
| BMI | Add | Terry Smith - Fundsmith | +0.02% | +22.6% sh | Q1→Q2 |
| BMI | Reduce | Mairs & Power | −0.03% | −5.1% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| BMI | New | Vulcan Value Partners | +0.31% | opened 0.31% | 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