Portfolio changes · featured 13Fs
Activity
Moves in SHW across featured managers — New / Exit / Add / Reduce.
SHW · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| SHW | Exit | Ron Baron - Bamco Inc. (Baron Capital) | −0.07% | was 0.07% | Q1→Q2 |
| SHW | Add | Andreas Halvorsen - Viking Global Investors | +1.01% | +24.5% sh | Q1→Q2 |
| SHW | Add | Lee Ainslie - Maverick Capital | +0.30% | +46.7% sh | Q1→Q2 |
| SHW | Add | Dan Sundheim - D1 Capital Partners | −0.11% | +164.4% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| SHW | Reduce | Jensen Investment Management | +0.54% | −13.9% 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