Portfolio changes · featured 13Fs
Activity
Moves in WEN across featured managers — New / Exit / Add / Reduce.
WEN · all sizes
5 shown5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| WEN | Add | Prem Watsa - Fairfax Financial Holdings | +1.34 pp | +144.9% sh | Q1→Q2 |
| WEN | Reduce | Bill Nygren / Oakmark - Harris Associates L P | +0.01 pp | −5.8% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| WEN | Add | Nelson Peltz - Trian Fund Management | +0.49 pp | +0.1% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| WEN | Reduce | Murray Stahl - Horizon Kinetics Asset Management | −0.01 pp | −59.6% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| WEN | New | First Eagle Investment Management | 0.00 pp | opened <0.01% | 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