Portfolio changes · featured 13Fs
Activity
Moves in LW across featured managers — New / Exit / Add / Reduce.
LW · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| LW | Add | Jana Partners Management | −0.93% | +7.7% sh | Q1→Q2 |
| LW | Reduce | Starboard Value | −0.18% | −6.2% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| LW | Add | Tweedy, Browne Co. | +0.03% | +43.6% 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