Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

IT · all sizes

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
IT	Add	Ron Baron - Bamco Inc. (Baron Capital)	−1.35%	+28.4% sh	Q1→Q2
IT	Reduce	Bill Nygren / Oakmark - Harris Associates L P	−0.17%	−9.2% sh	Q1→Q2
4 Aug 1
IT	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