Portfolio changes · featured 13Fs
Activity
Moves in EMBC across featured managers — New / Exit / Add / Reduce.
EMBC · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 13 Aug 1 | |||||
| EMBC | Add | Michael Krensavage - Krensavage Asset Management | −1.14 pp | +54.4% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| EMBC | Add | Don Yacktman - Yacktman Asset Management | −0.26 pp | +17.5% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| EMBC | Exit | Tweedy, Browne Co. | −0.05 pp | was 0.05% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home