Portfolio changes · featured 13Fs

Activity

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

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

MAR · all sizes

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
MAR	Reduce	Terry Smith - Fundsmith	−1.57%	−23.3% sh	Q1→Q2
MAR	Reduce	First Pacific Advisors	−0.98%	−92.1% sh	Q1→Q2
31 Jul 1
MAR	Add	Thomas Gayner - Markel Group	+0.02%	+6.1% 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