Portfolio changes · featured 13Fs
Activity
Moves in ORCL across featured managers — New / Exit / Add / Reduce.
ORCL
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| ORCL | Exit | Estuary Capital Management | −6.46 pp | was 6.5% | Q1→Q2 |
| 12 Aug 1 | |||||
| ORCL | New | Harry Burn - Sound Shore Management | +2.05 pp | opened 2.1% | Q1→Q2 |
| 7 Aug 1 | |||||
| ORCL | New | Richard Pzena - Pzena Investment Management | 0.00 pp | opened <0.01% | Q1→Q2 |
| 29 Jul 1 | |||||
| ORCL | Reduce | William Von Mueffling - Cantillon Capital Management | +1.07 pp | −91.8% 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