Portfolio changes · featured 13Fs
Activity
Moves in ICE across featured managers — New / Exit / Add / Reduce.
ICE · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| ICE | Exit | Cathie Wood - Ark Investment Management | −0.04% | was 0.04% | Q1→Q2 |
| ICE | Add | Bill Nygren / Oakmark - Harris Associates L P | −0.48% | +10.5% sh | Q1→Q2 |
| ICE | Reduce | Andreas Halvorsen - Viking Global Investors | −1.15% | −42.6% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| ICE | Reduce | Ruane, Cunniff & Goldfarb | −1.98% | −3.0% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| ICE | Reduce | Ako Capital | −2.87% | −46.3% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| ICE | Add | Murray Stahl - Horizon Kinetics Asset Management | −0.05% | +17.4% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| ICE | Reduce | William Von Mueffling - Cantillon Capital Management | −0.57% | −95.4% 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