Portfolio changes · featured 13Fs
Activity
Moves in SAP across featured managers — New / Exit / Add / Reduce.
SAP · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| SAP | New | First Pacific Advisors | +1.06% | opened 1.1% | Q1→Q2 |
| SAP | Add | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | +15.1% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| SAP | Add | Ruane, Cunniff & Goldfarb | +0.83% | +64.9% sh | Q1→Q2 |
| SAP | Add | Sarah Ketterer - Causeway Capital Management | +0.09% | +38.1% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| SAP | Reduce | Christopher Davis - Davis Selected Advisers | −0.21% | −80.9% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| SAP | New | Richard Pzena - Pzena Investment Management | 0.00% | opened <0.01% | Q1→Q2 |
| 4 Aug 1 | |||||
| SAP | Reduce | Polen Capital Management | −0.04% | −56.8% 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