Portfolio changes · featured 13Fs
Activity
Moves in CSCO across featured managers — New / Exit / Add / Reduce.
CSCO · all sizes
10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| CSCO | New | Lee Ainslie - Maverick Capital | +0.01% | opened 0.01% | Q1→Q2 |
| CSCO | Add | Glenview Capital Management | +0.22% | +21.6% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| CSCO | Reduce | Dodge & Cox | 0.00% | −15.9% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| CSCO | Reduce | Ako Capital | +0.77% | −35.2% sh | Q1→Q2 |
| 11 Aug 2 | |||||
| CSCO | Exit | Don Yacktman - Yacktman Asset Management | −0.22% | was 0.22% | Q1→Q2 |
| CSCO | Reduce | Murray Stahl - Horizon Kinetics Asset Management | +0.01% | −8.6% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| CSCO | Reduce | Tweedy, Browne Co. | −0.08% | −46.7% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| CSCO | Reduce | Murphy Pohlad - Murphy Pohlad Asset Management | +0.62% | −7.9% sh | Q1→Q2 |
| 10 Jul 1 | |||||
| CSCO | Reduce | Kentucky Trust Co. - Kentucky Trust | +0.28% | −2.5% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| CSCO | Reduce | Robert Olstein - Olstein Capital Management | −0.25% | −29.2% sh | 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