Portfolio changes · featured 13Fs
Activity
Moves in MMC across featured managers — New / Exit / Add / Reduce.
MMC · all sizes
8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| MMC | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.72% | +68.1% sh | Q1→Q2 |
| MMC | Add | First Pacific Advisors | −0.01% | +11.5% sh | Q1→Q2 |
| MMC | Reduce | Mairs & Power | 0.00% | −7.7% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| MMC | Exit | Ako Capital | −0.89% | was 0.89% | Q1→Q2 |
| 11 Aug 2 | |||||
| MMC | Exit | Don Yacktman - Yacktman Asset Management | −0.04% | was 0.04% | Q1→Q2 |
| MMC | Reduce | Murray Stahl - Horizon Kinetics Asset Management | −0.02% | −7.5% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| MMC | Reduce | Jensen Investment Management | +0.04% | −14.4% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| MMC | Reduce | Torray Investment Partners | −0.32% | −1.7% 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