Portfolio changes · featured 13Fs
Activity
Moves in WTW across featured managers — New / Exit / Add / Reduce.
WTW · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| WTW | Reduce | Bill Nygren / Oakmark - Harris Associates L P | −0.28% | −1.8% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| WTW | Exit | Seth Klarman - Baupost Group | −5.08% | was 5.1% | Q1→Q2 |
| WTW | Add | Dodge & Cox | −0.07% | +9.5% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| WTW | Add | First Eagle Investment Management | +0.28% | +3.1% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| WTW | Reduce | Polen Capital Management | −0.01% | −33.8% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| WTW | Add | Robert Olstein - Olstein Capital Management | +0.46% | +53.9% 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