Portfolio changes · featured 13Fs

Activity

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

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

TSN · all sizes

6 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
TSN	New	Lee Ainslie - Maverick Capital	+0.01%	opened 0.01%	Q1→Q2
11 Aug 2
TSN	Add	Don Yacktman - Yacktman Asset Management	−0.32%	+2.5% sh	Q1→Q2
TSN	Reduce	Christopher Davis - Davis Selected Advisers	−0.74%	−3.3% sh	Q1→Q2
7 Aug 2
TSN	Exit	Tweedy, Browne Co.	−0.13%	was 0.13%	Q1→Q2
TSN	Reduce	Richard Pzena - Pzena Investment Management	−0.71%	−0.8% sh	Q1→Q2
15 Jul 1
TSN	Add	David Katz - Matrix Asset Advisors	+0.10%	+31.9% 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