Portfolio changes · featured 13Fs
Activity
Moves in EFX across featured managers — New / Exit / Add / Reduce.
EFX · all sizes
9 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| EFX | Add | Eric Mandelblatt - Soroban Capital Partners | +0.01% | +5.4% sh | Q1→Q2 |
| EFX | Reduce | Hillman Capital Management | −0.25% | −7.5% sh | Q1→Q2 |
| 12 Aug 2 | |||||
| EFX | Add | Wallace Weitz - Weitz Investment Management | −0.25% | +2.3% sh | Q1→Q2 |
| EFX | Reduce | Ako Capital | −0.93% | −66.7% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| EFX | New | Vulcan Value Partners | +0.44% | opened 0.44% | Q1→Q2 |
| 7 Aug 1 | |||||
| EFX | Reduce | Jensen Investment Management | −1.35% | −52.7% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| EFX | Exit | William Von Mueffling - Cantillon Capital Management | −2.14% | was 2.1% | Q1→Q2 |
| 21 Jul 1 | |||||
| EFX | New | John Armitage - Egerton Capital (UK) | +2.27% | opened 2.3% | Q1→Q2 |
| 21 Apr 1 | |||||
| EFX | Add | Robert Olstein - Olstein Capital Management | +0.65% | +105.6% 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