Portfolio changes · featured 13Fs
Activity
Moves in ROP across featured managers — New / Exit / Add / Reduce.
ROP · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| ROP | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.07% | +14.2% sh | Q1→Q2 |
| ROP | Reduce | Chuck Akre - Akre Capital Management | +0.52% | −6.4% sh | Q1→Q2 |
| ROP | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.11% | −6.6% sh | Q1→Q2 |
| 13 Aug 3 | |||||
| ROP | New | Ruane, Cunniff & Goldfarb | +3.55% | opened 3.6% | Q1→Q2 |
| ROP | New | Ryan Packard - Hiddenite Capital Partners | +1.22% | opened 1.2% | Q1→Q2 |
| ROP | Add | Dodge & Cox | +0.60% | +111.2% 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