Portfolio changes · featured 13Fs
Activity
Moves in CAG across featured managers — New / Exit / Add / Reduce.
CAG · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| CAG | Add | Hillman Capital Management | +0.15% | +22.4% sh | Q1→Q2 |
| CAG | Reduce | Lee Ainslie - Maverick Capital | −0.02% | −37.2% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| CAG | New | Tweedy, Browne Co. | +0.15% | opened 0.15% | 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