Portfolio changes · featured 13Fs
Activity
Moves in ADP across featured managers — New / Exit / Add / Reduce.
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| ADP | Add | Francois Rochon - Giverny Capital | +1.81% | +56.2% sh | Q1→Q2 |
| ADP | Reduce | Terry Smith - Fundsmith | −1.84% | −32.5% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| ADP | Add | First Eagle Investment Management | +1.17% | +81.6% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| ADP | New | Murphy Pohlad - Murphy Pohlad Asset Management | +0.36% | opened 0.36% | 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