Portfolio changes · featured 13Fs
Activity
Moves in ORLY across featured managers — New / Exit / Add / Reduce.
ORLY
3 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| ORLY | New | Terry Smith - Fundsmith | +0.11% | opened 0.11% | Q1→Q2 |
| ORLY | Exit | First Pacific Advisors | −0.01% | was 0.01% | Q1→Q2 |
| ORLY | Reduce | Chuck Akre - Akre Capital Management | −1.96% | −44.4% 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