Portfolio changes · featured 13Fs

Activity

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

36 managers with a move of 137 featured filed through 17 Aug 36 shown managers newest 13Fs

GOOG · all sizes

36 shown

New 1 Exit 2 Add 12 Reduce 21 all moves 36

36 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
17 Aug 1
GOOG	Reduce	Kahn Brothers Group	+0.55 pp	−0.9% sh	Q1→Q2
14 Aug 17
GOOG	New	Dan Sundheim - D1 Capital Partners	+0.09 pp	opened 0.09%	Q1→Q2
GOOG	Exit	Farallon Capital Management	−1.63 pp	was 1.6%	Q1→Q2
GOOG	Exit	Bill Ackman - Pershing Square	−0.65 pp	was 0.65%	Q1→Q2
GOOG	Add	Warren Buffett - Berkshire Hathaway	+2.82 pp	+658.3% sh	Q1→Q2
GOOG	Add	Lee Ainslie - Maverick Capital	+1.61 pp	+65.2% sh	Q1→Q2
GOOG	Add	Chris Hohn - Tci Fund Management	+1.03 pp	+12.3% sh	Q1→Q2
GOOG	Add	Cathie Wood - Ark Investment Management	+0.79 pp	+44.8% sh	Q1→Q2
GOOG	Add	Mairs & Power	+0.73 pp	+4.5% sh	Q1→Q2
GOOG	Add	Bill Nygren / Oakmark - Harris Associates L P	+0.57 pp	+118.4% sh	Q1→Q2
GOOG	Add	First Pacific Advisors	+0.47 pp	0.0% sh	Q1→Q2
GOOG	Add	Ron Baron - Bamco Inc. (Baron Capital)	+0.17 pp	+289.6% sh	Q1→Q2
GOOG	Add	David Tepper - Appaloosa	+0.08 pp	+6.8% sh	Q1→Q2
GOOG	Reduce	Duan Yongping - H&H International Investment	−1.67 pp	−46.9% sh	Q1→Q2
GOOG	Reduce	Francois Rochon - Giverny Capital	+0.67 pp	−2.5% sh	Q1→Q2
GOOG	Reduce	Philippe Laffont - Coatue Management	−0.44 pp	−18.6% sh	Q1→Q2
GOOG	Reduce	Arnold Van Den Berg - Van Den Berg Management I	+0.31 pp	−2.9% sh	Q1→Q2
GOOG	Reduce	Hillman Capital Management	+0.04 pp	−8.6% sh	Q1→Q2
13 Aug 7
GOOG	Add	Seth Klarman - Baupost Group	+2.33 pp	+16.2% sh	Q1→Q2
GOOG	Reduce	Mala Gaonkar - Surgocap Partners	−3.23 pp	−35.1% sh	Q1→Q2
GOOG	Reduce	Triple Frond Partners	−1.34 pp	−17.5% sh	Q1→Q2
GOOG	Reduce	Thomas Russo - Gardner Russo & Quinn	+0.75 pp	−9.0% sh	Q1→Q2
GOOG	Reduce	Ruane, Cunniff & Goldfarb	+0.56 pp	−2.7% sh	Q1→Q2
GOOG	Reduce	Dodge & Cox	+0.28 pp	−2.2% sh	Q1→Q2
GOOG	Reduce	Sarah Ketterer - Causeway Capital Management	+0.02 pp	−6.2% sh	Q1→Q2
12 Aug 2
GOOG	Reduce	Senator Investment Group	−0.04 pp	−20.0% sh	Q1→Q2
GOOG	Reduce	Wallace Weitz - Weitz Investment Management	+0.02 pp	−17.9% sh	Q1→Q2
11 Aug 3
GOOG	Add	Don Yacktman - Yacktman Asset Management	+0.62 pp	+0.2% sh	Q1→Q2
GOOG	Reduce	Christopher Davis - Davis Selected Advisers	−0.04 pp	−16.7% sh	Q1→Q2
GOOG	Reduce	Murray Stahl - Horizon Kinetics Asset Management	0.00 pp	−5.5% sh	Q1→Q2
10 Aug 1
GOOG	Reduce	Vulcan Value Partners	+0.66 pp	−20.3% sh	Q1→Q2
5 Aug 1
GOOG	Reduce	First Eagle Investment Management	+1.50 pp	−1.2% sh	Q1→Q2
4 Aug 1
GOOG	Reduce	Polen Capital Management	+0.74 pp	−26.5% sh	Q1→Q2
15 Jul 1
GOOG	Reduce	David Katz - Matrix Asset Advisors	+0.12 pp	−5.6% sh	Q1→Q2
10 Jul 1
GOOG	Reduce	Kentucky Trust Co. - Kentucky Trust	+0.27 pp	−1.2% sh	Q1→Q2
9 Jul 1
GOOG	Add	Andrew Steginsky - Steginsky Capital	+4.12 pp	+0.8% sh	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