Portfolio changes · featured 13Fs
Activity
Moves in FICO across featured managers — New / Exit / Add / Reduce.
FICO
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| FICO | New | Terry Smith - Fundsmith | +0.16 pp | opened 0.16% | Q1→Q2 |
| FICO | Reduce | Chuck Akre - Akre Capital Management | +2.11 pp | −0.5% sh | Q1→Q2 |
| FICO | Reduce | Dev Kantesaria - Valley Forge Capital Management | +1.44 pp | −12.6% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| FICO | Reduce | Lindsell Train | +1.79 pp | −9.3% sh | 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