Portfolio changes · featured 13Fs

Activity

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

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

PEP · all sizes

7 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
PEP	Add	Bill Nygren / Oakmark - Harris Associates L P	0.00%	+21.0% sh	Q1→Q2
11 Aug 1
PEP	Add	Don Yacktman - Yacktman Asset Management	−0.73%	+2.2% sh	Q1→Q2
10 Aug 1
PEP	Reduce	Lewis Sanders - Sanders Capital	−0.26%	−70.1% sh	Q1→Q2
30 Jul 1
PEP	Add	Torray Investment Partners	−0.43%	+7.6% sh	Q1→Q2
15 Jul 2
PEP	Add	David Katz - Matrix Asset Advisors	−0.49%	+11.1% sh	Q1→Q2
PEP	Reduce	Lindsell Train	−1.05%	−19.8% sh	Q1→Q2
21 Apr 1
PEP	Reduce	Robert Olstein - Olstein Capital Management	+0.06%	−7.1% sh	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home