Portfolio changes · featured 13Fs
Activity
Moves in PM across featured managers — New / Exit / Add / Reduce.
PM · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| PM | Add | Lee Ainslie - Maverick Capital | +1.25% | +156.9% sh | Q1→Q2 |
| PM | Add | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | +19.5% sh | Q1→Q2 |
| PM | Reduce | Terry Smith - Fundsmith | −2.73% | −43.0% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| PM | Reduce | Don Yacktman - Yacktman Asset Management | 0.00% | −15.3% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| PM | Add | First Eagle Investment Management | +0.50% | +0.6% 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