Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 11 Aug managers newest 13Fs

NOC · all sizes

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
11 Aug 2
NOC	Exit	Murray Stahl - Horizon Kinetics Asset Management	0.00%	was <0.01%	Q1→Q2
NOC	Add	Don Yacktman - Yacktman Asset Management	−0.52%	+1.7% sh	Q1→Q2
10 Aug 1
NOC	Reduce	Lewis Sanders - Sanders Capital	−0.59%	−2.1% 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