Portfolio changes · featured 13Fs

Activity

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

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

VEEV · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 3
VEEV	New	Hillman Capital Management	+1.80%	opened 1.8%	Q1→Q2
VEEV	New	Terry Smith - Fundsmith	+1.06%	opened 1.1%	Q1→Q2
VEEV	New	Francois Rochon - Giverny Capital	+0.57%	opened 0.57%	Q1→Q2
10 Aug 1
VEEV	New	Vulcan Value Partners	+0.11%	opened 0.11%	Q1→Q2
7 Aug 1
VEEV	Reduce	Jensen Investment Management	−0.03%	−20.7% 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