Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 13 Aug managers newest 13Fs

IR · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
13 Aug 1
IR	Add	Sarah Ketterer - Causeway Capital Management	+0.30%	+65.1% sh	Q1→Q2
12 Aug 1
IR	Add	Wallace Weitz - Weitz Investment Management	+0.17%	+21.4% 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