Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

CNH · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
CNH	Add	First Pacific Advisors	+0.25%	+48.6% sh	Q1→Q2
CNH	Reduce	Mason Hawkins - Southeastern Asset Management	+0.05%	−5.3% sh	Q1→Q2
7 Aug 1
CNH	Reduce	Tweedy, Browne Co.	−0.49%	−0.2% sh	Q1→Q2
21 Jul 1
CNH	Exit	Murphy Pohlad - Murphy Pohlad Asset Management	−0.07%	was 0.07%	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