Portfolio changes · featured 13Fs
Activity
Moves in ELV across featured managers — New / Exit / Add / Reduce.
ELV · all sizes
13 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 7 | |||||
| ELV | New | Glenview Capital Management | +0.47% | opened 0.47% | Q1→Q2 |
| ELV | New | Ron Baron - Bamco Inc. (Baron Capital) | 0.00% | opened <0.01% | Q1→Q2 |
| ELV | Exit | Leon Cooperman - Omega Advisors | −2.19% | was 2.2% | Q1→Q2 |
| ELV | Exit | Davidson Kempner Capital Management | −0.08% | was 0.08% | Q1→Q2 |
| ELV | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.65% | +2.7% sh | Q1→Q2 |
| ELV | Reduce | Arnold Van Den Berg - Van Den Berg Management I | +0.36% | −2.1% sh | Q1→Q2 |
| ELV | Reduce | Glenn Greenberg - Brave Warrior Advisors | +0.10% | −13.0% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| ELV | Reduce | Ruane, Cunniff & Goldfarb | −0.85% | −29.4% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| ELV | New | Harry Burn - Sound Shore Management | +2.90% | opened 2.9% | Q1→Q2 |
| 11 Aug 1 | |||||
| ELV | Add | Don Yacktman - Yacktman Asset Management | +0.32% | +1.7% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| ELV | Reduce | Vulcan Value Partners | −0.47% | −47.5% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| ELV | Add | Tweedy, Browne Co. | +0.08% | +33.8% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| ELV | Add | First Eagle Investment Management | +1.10% | +1.4% 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