Portfolio changes · featured 13Fs

Activity

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

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

ORLY · all sizes

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 3
ORLY	New	Terry Smith - Fundsmith	+0.11%	opened 0.11%	Q1→Q2
ORLY	Exit	First Pacific Advisors	−0.01%	was 0.01%	Q1→Q2
ORLY	Reduce	Chuck Akre - Akre Capital Management	−1.96%	−44.4% 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