Portfolio changes · featured 13Fs

Activity

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

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

KMX · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 4
KMX	Exit	Ron Baron - Bamco Inc. (Baron Capital)	0.00%	was <0.01%	Q1→Q2
KMX	Reduce	Starboard Value	−1.89%	−48.3% sh	Q1→Q2
KMX	Reduce	Hillman Capital Management	+0.35%	−16.3% sh	Q1→Q2
KMX	Reduce	John Rogers - Ariel Investments	−0.08%	−38.3% sh	Q1→Q2
10 Aug 1
KMX	Reduce	Vulcan Value Partners	−0.96%	−58.6% 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