Portfolio changes · featured 13Fs
Activity
Moves in DEO across featured managers — New / Exit / Add / Reduce.
DEO · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| DEO | Reduce | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | −12.1% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| DEO | Add | Sarah Ketterer - Causeway Capital Management | +0.17% | +34.9% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| DEO | Add | First Eagle Investment Management | +0.06% | +248.1% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| DEO | Exit | Murphy Pohlad - Murphy Pohlad Asset Management | −0.08% | was 0.08% | Q1→Q2 |
| 10 Jul 1 | |||||
| DEO | Reduce | Kentucky Trust Co. - Kentucky Trust | 0.00% | −33.3% 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