Portfolio changes · featured 13Fs
Activity
Moves in ICLR across featured managers — New / Exit / Add / Reduce.
ICLR · all sizes
13 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| ICLR | Add | Muhlenkamp & Co. | +1.41% | +0.5% sh | Q1→Q2 |
| 14 Aug 8 | |||||
| ICLR | New | Eric Khrom - Khrom Capital Management | +0.90% | opened 0.90% | Q1→Q2 |
| ICLR | Exit | Sachem Head Capital Management | −5.61% | was 5.6% | Q1→Q2 |
| ICLR | Exit | David Witzke - Avidity Partners Management | −0.36% | was 0.36% | Q1→Q2 |
| ICLR | Exit | Lee Ainslie - Maverick Capital | −0.02% | was 0.02% | Q1→Q2 |
| ICLR | Add | Glenn Greenberg - Brave Warrior Advisors | +3.73% | +5.2% sh | Q1→Q2 |
| ICLR | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.39% | +2.7% sh | Q1→Q2 |
| ICLR | Reduce | First Pacific Advisors | −0.23% | −38.8% sh | Q1→Q2 |
| ICLR | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.04% | −11.7% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| ICLR | Add | Ruane, Cunniff & Goldfarb | +2.53% | +25.3% sh | Q1→Q2 |
| 12 Aug 2 | |||||
| ICLR | Exit | Harry Burn - Sound Shore Management | −2.32% | was 2.3% | Q1→Q2 |
| ICLR | Reduce | Lyrical Asset Management | +0.36% | −6.1% sh | Q1→Q2 |
| 28 Jul 1 | |||||
| ICLR | Add | Greenhaven Associates | +2.57% | +54.8% 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