Portfolio changes · featured 13Fs
Activity
Moves in FDX across featured managers — New / Exit / Add / Reduce.
FDX
6 shown6 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| FDX | New | Davidson Kempner Capital Management | +0.20 pp | opened 0.20% | Q1→Q2 |
| FDX | Exit | Lee Ainslie - Maverick Capital | −0.01 pp | was 0.01% | Q1→Q2 |
| FDX | Reduce | Mason Hawkins - Southeastern Asset Management | −1.15 pp | −21.3% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| FDX | Reduce | Tweedy, Browne Co. | −1.84 pp | −85.4% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| FDX | New | Steven Check - Check Capital Management | +0.01 pp | opened 0.01% | 2026 Q2 restated |
| 15 Jul 1 | |||||
| FDX | Exit | David Katz - Matrix Asset Advisors | −1.44 pp | was 1.4% | 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