Portfolio changes · featured 13Fs
Activity
Moves in FERG across featured managers — New / Exit / Add / Reduce.
FERG · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| FERG | Add | Henry Ellenbogen - Durable Capital Partners | +1.61% | +35.9% sh | Q1→Q2 |
| FERG | Add | Gavin Baker - Atreides Management | −0.44% | +1.0% sh | Q1→Q2 |
| FERG | Add | Dan Sundheim - D1 Capital Partners | +0.15% | +267.0% sh | Q1→Q2 |
| FERG | Reduce | First Pacific Advisors | −0.36% | −3.7% sh | Q1→Q2 |
| 31 Jul 1 | |||||
| FERG | Add | Thomas Gayner - Markel Group | −0.01% | +5.6% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| FERG | Reduce | William Von Mueffling - Cantillon Capital Management | +0.16% | −95.4% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| FERG | Add | John Armitage - Egerton Capital (UK) | +0.66% | +58.6% 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