Portfolio changes · featured 13Fs

Activity

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

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

JOE · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
JOE	Reduce	Bruce Berkowitz - Fairholme Capital Management	−3.24%	−5.4% sh	Q1→Q2
11 Aug 1
JOE	Add	Murray Stahl - Horizon Kinetics Asset Management	+0.05%	+9.2% 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