Portfolio changes · featured 13Fs
Activity
Moves in USB across featured managers — New / Exit / Add / Reduce.
USB · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| USB | Reduce | Hillman Capital Management | −0.09% | −21.5% sh | Q1→Q2 |
| USB | Reduce | Mairs & Power | −0.01% | −6.7% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| USB | Reduce | Christopher Davis - Davis Selected Advisers | +0.25% | −3.5% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| USB | Add | First Eagle Investment Management | +0.30% | +1.2% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| USB | New | Murphy Pohlad - Murphy Pohlad Asset Management | +0.07% | opened 0.07% | Q1→Q2 |
| 21 Apr 1 | |||||
| USB | Reduce | Robert Olstein - Olstein Capital Management | −0.10% | −10.6% 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