Follow-The-Filings

Portfolio changes

Activity

Moves in SMG across featured managers.

ticker SMG holders clear

13 managers with a move of ~140 featured filed through 31 Jul 4 shown

Activity·SMG

4 shown
New 2 Exit 2 Add 0 Reduce 0 all moves 4
all time today 7d 14d
≥1 pp all sizes
reset

moves

4 shown

ticker action manager Δ port detail period
31 Jul 1
SMG Exit Thomas Gayner - Markel Group Inc. −0.09 pp was 0.1% Q1→Q2
14 May 3
SMG New John Rogers - Ariel Investments, LLC +0.66 pp opened 0.7% 2025Q4→2026Q1
SMG New First Pacific Advisors, LP +0.01 pp opened 0.0% 2025Q4→2026Q1
SMG Exit Renaissance Technologies LLC 0.00 pp was 0.0% 2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Managers · Home.