Portfolio changes · featured 13Fs

Activity

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

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

DVA · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
DVA	Add	Davidson Kempner Capital Management	+0.23%	+238.6% sh	Q1→Q2
DVA	Reduce	Warren Buffett - Berkshire Hathaway	+0.39%	−4.1% 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