Portfolio changes · featured 13Fs

Activity

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

12 managers with a move of 137 featured filed through 14 Aug 12 shown managers newest 13Fs

URI · all sizes

12 shown

12 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 6
URI	New	Christopher Bloomstran - Semper Augustus Investments Group	+0.02 pp	opened 0.02%	Q1→Q2
URI	Reduce	Abrams Bison - Abrams Bison Investments	−27.86 pp	−83.6% sh	Q1→Q2
URI	Reduce	Pat Dorsey - Dorsey Asset Management	−5.92 pp	−47.8% sh	Q1→Q2
URI	Reduce	Francois Rochon - Giverny Capital	+0.08 pp	−9.0% sh	Q1→Q2
URI	Reduce	George Soros - Soros Fund Management	+0.08 pp	−5.5% sh	Q1→Q2
URI	Reduce	Bill Nygren / Oakmark - Harris Associates L P	+0.03 pp	−10.2% sh	Q1→Q2
13 Aug 3
URI	Add	Dodge & Cox	+0.25 pp	+3.1% sh	Q1→Q2
URI	Reduce	Ruane, Cunniff & Goldfarb	−0.97 pp	−22.4% sh	Q1→Q2
URI	Reduce	Thomas Russo - Gardner Russo & Quinn	+0.31 pp	−2.5% sh	Q1→Q2
12 Aug 2
URI	Add	Ako Capital	+6.53 pp	+90.7% sh	Q1→Q2
URI	Reduce	Lyrical Asset Management	−0.02 pp	−8.5% sh	Q1→Q2
5 Aug 1
URI	Reduce	First Eagle Investment Management	0.00 pp	−73.9% 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