Portfolio changes · featured 13Fs

Activity

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

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

LEN · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
LEN	Add	Warren Buffett - Berkshire Hathaway	+0.06%	+29.8% sh	Q1→Q2
LEN	Reduce	Glenn Greenberg - Brave Warrior Advisors	−0.50%	−1.5% sh	Q1→Q2
11 Aug 1
LEN	Add	Murray Stahl - Horizon Kinetics Asset Management	0.00%	+7.5% sh	Q1→Q2
28 Jul 1
LEN	Add	Greenhaven Associates	−3.38%	+6.4% 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