Portfolio changes · featured 13Fs

Activity

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

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

TAP · all sizes

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
TAP	Exit	John Rogers - Ariel Investments	−0.26%	was 0.26%	Q1→Q2
TAP	Add	Prem Watsa - Fairfax Financial Holdings	−0.24%	+38.7% sh	Q1→Q2
7 Aug 1
TAP	Add	Tweedy, Browne Co.	+0.02%	+40.8% 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