Portfolio changes · featured 13Fs
Activity
Moves in COST across featured managers — New / Exit / Add / Reduce.
COST · all sizes
5 shown5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| COST | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.01 pp | −12.3% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| COST | Reduce | Thomas Russo - Gardner Russo & Quinn | −0.02 pp | −26.5% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| COST | Exit | Murray Stahl - Horizon Kinetics Asset Management | 0.00 pp | was <0.01% | Q1→Q2 |
| 10 Jul 1 | |||||
| COST | Add | Kentucky Trust Co. - Kentucky Trust | 0.00 pp | +43.3% sh | Q1→Q2 |
| 9 Jul 1 | |||||
| COST | Reduce | Andrew Steginsky - Steginsky Capital | −3.31 pp | −0.1% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home