Portfolio changes · featured 13Fs

Activity

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

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

TW · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
TW	New	Andreas Halvorsen - Viking Global Investors	+0.09%	opened 0.09%	Q1→Q2
TW	Add	Ron Baron - Bamco Inc. (Baron Capital)	−0.05%	+39.0% sh	Q1→Q2
11 Aug 1
TW	Add	Murray Stahl - Horizon Kinetics Asset Management	+0.10%	+1750.1% sh	Q1→Q2
30 Jul 1
TW	Reduce	Torray Investment Partners	−0.29%	−0.1% sh	Q1→Q2
29 Jul 1
TW	Reduce	William Von Mueffling - Cantillon Capital Management	−0.22%	−95.4% 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