Portfolio changes · featured 13Fs
Activity
Moves in BDX across featured managers — New / Exit / Add / Reduce.
5 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| BDX | New | Estuary Capital Management | +3.99% | opened 4.0% | Q1→Q2 |
| BDX | Exit | Starboard Value | −2.19% | was 2.2% | Q1→Q2 |
| BDX | Exit | Davidson Kempner Capital Management | −0.04% | was 0.04% | Q1→Q2 |
| 5 Aug 1 | |||||
| BDX | Add | First Eagle Investment Management | +1.01% | +15.8% sh | Q1→Q2 |
| 28 Jul 1 | |||||
| BDX | New | Greenhaven Associates | +9.93% | opened 9.9% | 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