Portfolio changes · featured 13Fs
Activity
Moves in OTIS across featured managers — New / Exit / Add / Reduce.
OTIS · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| OTIS | Exit | Terry Smith - Fundsmith | −1.64% | was 1.6% | Q1→Q2 |
| 13 Aug 1 | |||||
| OTIS | Reduce | Dodge & Cox | 0.00% | −13.3% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| OTIS | Add | First Eagle Investment Management | 0.00% | +5.0% sh | Q1→Q2 |
| 31 Jul 1 | |||||
| OTIS | Add | Thomas Gayner - Markel Group | 0.00% | +16.6% 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