Portfolio changes · featured 13Fs

Activity

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

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

WCC · all sizes

6 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
WCC	Exit	Lee Ainslie - Maverick Capital	−0.02%	was 0.02%	Q1→Q2
13 Aug 1
WCC	Reduce	Seth Klarman - Baupost Group	−3.46%	−53.9% sh	Q1→Q2
12 Aug 2
WCC	Reduce	Third Avenue Management	+0.08%	−11.8% sh	Q1→Q2
WCC	Reduce	Lyrical Asset Management	−0.01%	−5.2% sh	Q1→Q2
7 Aug 1
WCC	Reduce	Richard Pzena - Pzena Investment Management	−0.03%	−37.1% sh	Q1→Q2
21 Apr 1
WCC	Reduce	Robert Olstein - Olstein Capital Management	+0.01%	−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