Portfolio changes · featured 13Fs

Activity

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

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

CRM · all sizes

14 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 7
CRM	Exit	George Soros - Soros Fund Management	−0.74%	was 0.74%	Q1→Q2
CRM	Exit	Corvex Management	−0.11%	was 0.11%	Q1→Q2
CRM	Exit	Cathie Wood - Ark Investment Management	−0.01%	was 0.01%	Q1→Q2
CRM	Add	Rule One Partners	−13.88%	+13.8% sh	Q1→Q2
CRM	Add	Bill Nygren / Oakmark - Harris Associates L P	−0.36%	+8.3% sh	Q1→Q2
CRM	Add	Hillman Capital Management	+0.13%	+24.7% sh	Q1→Q2
CRM	Reduce	Mairs & Power	−0.09%	−94.7% sh	Q1→Q2
12 Aug 2
CRM	Exit	Ako Capital	−1.30%	was 1.3%	Q1→Q2
CRM	Reduce	Wallace Weitz - Weitz Investment Management	−0.53%	−39.5% sh	Q1→Q2
10 Aug 2
CRM	Add	Lewis Sanders - Sanders Capital	−0.61%	+0.9% sh	Q1→Q2
CRM	Reduce	Vulcan Value Partners	−0.19%	−16.7% sh	Q1→Q2
7 Aug 1
CRM	New	Richard Pzena - Pzena Investment Management	0.00%	opened <0.01%	Q1→Q2
5 Aug 1
CRM	Add	First Eagle Investment Management	+0.40%	+19.1% sh	Q1→Q2
4 Aug 1
CRM	Exit	Polen Capital Management	0.00%	was <0.01%	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