Portfolio changes · featured 13Fs
Activity
Moves in TDW across featured managers — New / Exit / Add / Reduce.
TDW · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| TDW | Reduce | First Pacific Advisors | −0.03 pp | −7.4% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| TDW | Add | Third Avenue Management | −2.54 pp | +1.4% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| TDW | Add | Tweedy, Browne Co. | −0.02 pp | +14.0% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| TDW | Exit | Murphy Pohlad - Murphy Pohlad Asset Management | −0.08 pp | was 0.08% | 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