Portfolio changes · featured 13Fs

Activity

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

9 managers with a move of 137 featured filed through 17 Aug 9 shown managers newest 13Fs

C · all sizes

9 shown

9 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
17 Aug 1
C	Reduce	Kahn Brothers Group	+1.59 pp	−0.5% sh	Q1→Q2
14 Aug 3
C	Exit	Farallon Capital Management	−0.03 pp	was 0.03%	Q1→Q2
C	Reduce	Bill Nygren / Oakmark - Harris Associates L P	+0.22 pp	−5.6% sh	Q1→Q2
C	Reduce	First Pacific Advisors	+0.18 pp	−5.0% sh	Q1→Q2
13 Aug 2
C	Reduce	Samantha Mclemore - Patient Capital Management	+0.58 pp	−0.7% sh	Q1→Q2
C	Reduce	Sarah Ketterer - Causeway Capital Management	−0.19 pp	−27.7% sh	Q1→Q2
12 Aug 2
C	Exit	Senator Investment Group	−1.72 pp	was 1.7%	Q1→Q2
C	Reduce	Harry Burn - Sound Shore Management	−0.29 pp	−20.4% sh	Q1→Q2
7 Aug 1
C	Reduce	Richard Pzena - Pzena Investment Management	−0.73 pp	−32.1% sh	Q1→Q2

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