Portfolio changes · featured 13Fs

Activity

Moves in ZTS across featured managers — New / Exit / Add / Reduce.

9 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

ZTS

8 shown · signal ≥1% on Add/Reduce · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 4
ZTS	New	Rule One Partners	+0.63%	opened 0.63%	Q1→Q2
ZTS	New	George Soros - Soros Fund Management	+0.02%	opened 0.02%	Q1→Q2
ZTS	Exit	Terry Smith - Fundsmith	−3.57%	was 3.6%	Q1→Q2
ZTS	Exit	David Rolfe - Wedgewood Partners	−2.77%	was 2.8%	Q1→Q2
13 Aug 1
ZTS	Reduce	Ruane, Cunniff & Goldfarb	−2.12%	−3.0% sh	Q1→Q2
7 Aug 1
ZTS	New	Tweedy, Browne Co.	+3.03%	opened 3.0%	Q1→Q2
4 Aug 1
ZTS	Reduce	Polen Capital Management	−3.25%	−92.4% sh	Q1→Q2
31 Jul 1
ZTS	New	Thomas Gayner - Markel Group	+0.04%	opened 0.04%	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