Portfolio changes · featured 13Fs

Activity

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

16 managers with a move of 137 featured filed through 14 Aug 16 shown managers newest 13Fs

SPY · all sizes

16 shown

16 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 7
SPY	Exit	Bill Miller - Miller Value Partners	−5.10 pp	was 5.1%	Q1→Q2
SPY	Exit	Cathie Wood - Ark Investment Management	0.00 pp	was <0.01%	Q1→Q2
SPY	Reduce	Jana Partners Management	−0.45 pp	−0.2% sh	Q1→Q2
SPY	Reduce	Mairs & Power	−0.12 pp	−69.5% sh	Q1→Q2
SPY	Reduce	Davidson Kempner Capital Management	−0.01 pp	−24.2% sh	Q1→Q2
SPY	Reduce	Bill Nygren / Oakmark - Harris Associates L P	0.00 pp	−72.1% sh	Q1→Q2
SPY	Reduce	Francois Rochon - Giverny Capital	0.00 pp	−7.3% sh	Q1→Q2
13 Aug 1
SPY	Exit	Chris James - Meritage Group	−1.27 pp	was 1.3%	Q1→Q2
12 Aug 1
SPY	Add	Senator Investment Group	+0.09 pp	+116.7% sh	Q1→Q2
11 Aug 2
SPY	Reduce	Don Yacktman - Yacktman Asset Management	0.00 pp	−5.6% sh	Q1→Q2
SPY	Reduce	Murray Stahl - Horizon Kinetics Asset Management	0.00 pp	−8.3% sh	Q1→Q2
10 Aug 1
SPY	Reduce	Lewis Sanders - Sanders Capital	−0.74 pp	−30.3% sh	Q1→Q2
5 Aug 2
SPY	New	Steven Check - Check Capital Management	+0.02 pp	opened 0.02%	2026 Q2 restated
SPY	Exit	First Eagle Investment Management	−0.01 pp	was 0.01%	Q1→Q2
4 Aug 1
SPY	Add	Polen Capital Management	+0.01 pp	+6.9% sh	Q1→Q2
10 Jul 1
SPY	Add	Kentucky Trust Co. - Kentucky Trust	+0.01 pp	+12.0% sh	Q1→Q2

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