Portfolio changes · featured 13Fs
Activity
Moves in SEE across featured managers — New / Exit / Add / Reduce.
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| SEE | Exit | George Soros - Soros Fund Management | −1.27% | was 1.3% | Q1→Q2 |
| SEE | Exit | Bill Nygren / Oakmark - Harris Associates L P | −0.07% | was 0.07% | Q1→Q2 |
| 11 Aug 1 | |||||
| SEE | Exit | Murray Stahl - Horizon Kinetics Asset Management | −0.02% | was 0.02% | Q1→Q2 |
| 7 Aug 1 | |||||
| SEE | Exit | Tweedy, Browne Co. | −1.43% | was 1.4% | 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