Portfolio changes · featured 13Fs

Activity

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

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

UBER · all sizes

16 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 9
UBER	New	Terry Smith - Fundsmith	+4.73%	opened 4.7%	Q1→Q2
UBER	New	Ram Parameswaran - Octahedron Capital Management	+2.88%	opened 2.9%	Q1→Q2
UBER	Add	Bill Ackman - Pershing Square	−2.99%	+14.6% sh	Q1→Q2
UBER	Add	Pat Dorsey - Dorsey Asset Management	+1.90%	+61.6% sh	Q1→Q2
UBER	Add	David Tepper - Appaloosa	−0.49%	+21.5% sh	Q1→Q2
UBER	Add	Glenview Capital Management	−0.27%	+23.2% sh	Q1→Q2
UBER	Add	Davidson Kempner Capital Management	+0.06%	+50.0% sh	Q1→Q2
UBER	Reduce	Brad Gerstner - Altimeter Capital Management	−4.65%	−7.5% sh	Q1→Q2
UBER	Reduce	George Soros - Soros Fund Management	−0.17%	−71.2% sh	Q1→Q2
13 Aug 1
UBER	Reduce	Thomas Russo - Gardner Russo & Quinn	−0.27%	−1.7% sh	Q1→Q2
12 Aug 1
UBER	Reduce	Lyrical Asset Management	−0.65%	−1.7% sh	Q1→Q2
5 Aug 1
UBER	New	Steven Check - Check Capital Management	+0.01%	opened 0.01%	2026 Q2 restated
4 Aug 1
UBER	Reduce	Polen Capital Management	−1.10%	−80.5% sh	Q1→Q2
29 Jul 1
UBER	Reduce	William Von Mueffling - Cantillon Capital Management	+0.11%	−95.4% sh	Q1→Q2
21 Jul 1
UBER	Reduce	John Armitage - Egerton Capital (UK)	−2.10%	−50.1% sh	Q1→Q2
21 Apr 1
UBER	Add	Robert Olstein - Olstein Capital Management	+0.06%	+15.2% sh	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home