Portfolio changes · featured 13Fs
Activity
Moves in HDB across featured managers — New / Exit / Add / Reduce.
HDB · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| HDB | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | 0.00% | −82.0% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| HDB | Exit | Howard Marks - Oaktree Capital Management | −0.04% | was 0.04% | Q1→Q2 |
| HDB | Add | Dodge & Cox | +0.01% | +17.4% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| HDB | Add | Richard Pzena - Pzena Investment Management | 0.00% | +6.2% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| HDB | Exit | Polen Capital Management | 0.00% | was <0.01% | 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