Portfolio changes · featured 13Fs
Activity
Moves in LBRDA across featured managers — New / Exit / Add / Reduce.
LBRDA · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| LBRDA | Reduce | Bill Nygren / Oakmark - Harris Associates L P | 0.00 pp | −74.2% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| LBRDA | Reduce | Ruane, Cunniff & Goldfarb | −0.15 pp | −67.0% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| LBRDA | Exit | Murray Stahl - Horizon Kinetics Asset Management | 0.00 pp | was <0.01% | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home