Portfolio changes · featured 13Fs
Activity
Moves in BIRK across featured managers — New / Exit / Add / Reduce.
BIRK
3 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| BIRK | New | Bill Nygren / Oakmark - Harris Associates L P | +0.01% | opened 0.01% | Q1→Q2 |
| BIRK | Exit | Francois Rochon - Giverny Capital | −0.04% | was 0.04% | Q1→Q2 |
| BIRK | Reduce | Ben Jacobs - Anomaly Capital Management | −1.53% | −33.8% sh | 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