Portfolio changes · featured 13Fs
Activity
Moves in CSGP across featured managers — New / Exit / Add / Reduce.
CSGP · all sizes
9 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| CSGP | Exit | Dennis Hong - Shawspring Partners | −5.11% | was 5.1% | Q1→Q2 |
| CSGP | Exit | Corvex Management | −1.37% | was 1.4% | Q1→Q2 |
| CSGP | Exit | Chase Coleman - Tiger Global Management | −0.26% | was 0.26% | Q1→Q2 |
| CSGP | Add | Ron Baron - Bamco Inc. (Baron Capital) | −1.07% | +32.6% sh | Q1→Q2 |
| CSGP | Add | Chuck Akre - Akre Capital Management | −0.34% | +13.1% sh | Q1→Q2 |
| CSGP | Add | Hillman Capital Management | −0.02% | +25.6% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| CSGP | Add | Chris James - Meritage Group | +0.82% | +62.0% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| CSGP | Reduce | Wallace Weitz - Weitz Investment Management | −0.63% | −18.2% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| CSGP | Reduce | Polen Capital Management | −1.37% | −30.3% 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