Portfolio changes · featured 13Fs
Activity
Moves in TOL across featured managers — New / Exit / Add / Reduce.
TOL · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| TOL | New | Andreas Halvorsen - Viking Global Investors | +0.05% | opened 0.05% | Q1→Q2 |
| TOL | Add | David Rolfe - Wedgewood Partners | +0.59% | +2.6% sh | Q1→Q2 |
| TOL | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.13% | +8.3% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| TOL | Add | First Eagle Investment Management | 0.00% | +131.6% sh | Q1→Q2 |
| 28 Jul 1 | |||||
| TOL | Reduce | Greenhaven Associates | −1.98% | −0.3% 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