Portfolio changes · featured 13Fs
Activity
Moves in TEL across featured managers — New / Exit / Add / Reduce.
TEL · all sizes
7 shown7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| TEL | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | Q1→Q2 |
| TEL | Add | Bill Nygren / Oakmark - Harris Associates L P | +0.03 pp | +8.2% sh | Q1→Q2 |
| TEL | Reduce | First Pacific Advisors | −0.97 pp | −6.0% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| TEL | Add | Dodge & Cox | +0.10 pp | +15.5% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| TEL | New | Harry Burn - Sound Shore Management | +2.78 pp | opened 2.8% | Q1→Q2 |
| 7 Aug 1 | |||||
| TEL | Reduce | Richard Pzena - Pzena Investment Management | −0.08 pp | −8.0% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| TEL | Add | David Katz - Matrix Asset Advisors | +0.62 pp | +132.5% 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