Portfolio changes · featured 13Fs
Activity
Moves in CMI across featured managers — New / Exit / Add / Reduce.
CMI · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| CMI | Exit | Farallon Capital Management | −0.03% | was 0.03% | Q1→Q2 |
| CMI | Reduce | Christopher Bloomstran - Semper Augustus Investments Group | −1.49% | −67.2% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| CMI | Reduce | First Eagle Investment Management | +0.09% | −30.0% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| CMI | Reduce | Murphy Pohlad - Murphy Pohlad Asset Management | +0.29% | −6.5% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| CMI | Exit | Robert Olstein - Olstein Capital Management | −0.49% | was 0.49% | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home