Portfolio changes · featured 13Fs
Activity
Moves in CNC across featured managers — New / Exit / Add / Reduce.
CNC · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| CNC | Exit | David Witzke - Avidity Partners Management | −0.46% | was 0.46% | Q1→Q2 |
| CNC | Reduce | Glenview Capital Management | −0.44% | −41.3% sh | Q1→Q2 |
| CNC | Reduce | Bill Nygren / Oakmark - Harris Associates L P | +0.33% | −21.1% sh | Q1→Q2 |
| CNC | Reduce | David Einhorn - DME Capital Management | −0.09% | −39.6% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| CNC | Reduce | Lyrical Asset Management | +0.73% | −3.3% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| CNC | Add | Tweedy, Browne Co. | +0.07% | +32.5% 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