Portfolio changes · featured 13Fs
Activity
Moves in CIGI across featured managers — New / Exit / Add / Reduce.
CIGI · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| CIGI | Exit | Henry Ellenbogen - Durable Capital Partners | −0.91% | was 0.91% | Q1→Q2 |
| CIGI | Add | Ben Tsai - Spruce House Investment Management | −2.01% | +9.3% sh | Q1→Q2 |
| CIGI | Add | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | +13.1% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| CIGI | Reduce | Vulcan Value Partners | −0.12% | −17.0% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| CIGI | Reduce | First Eagle Investment Management | 0.00% | −60.1% 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