Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 7 Aug 2 shown managers newest 13Fs

THO · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
7 Aug 1
THO	New	Tweedy, Browne Co.	+0.15 pp	opened 0.15%	Q1→Q2
21 Jul 1
THO	Reduce	Murphy Pohlad - Murphy Pohlad Asset Management	−0.13 pp	−36.5% 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