0 Marshfield Associates just filed its Q2 2026 13F. š Managed by Christopher Blake Ā· $4.3B across 17 holdings š¢ Bought: $NKE, $ACGL š“ Sold: $ROST, $CMI, $UNH, $AZO +12 more 1 comment Ā· 23h ago Ā· by fundfollower.bsky.social #$acgl#$azo#$cmi
0 Longview Partners just filed its Q2 2026 13F. š Managed by Ramzi Rishani Ā· $6.2B across 23 holdings š¢ Bought: $PGR, $BKNG, $FIS, $COO š“ Sold: $NKE, $FISV, $MMC, $CRM +18 more 1 comment Ā· 1d ago Ā· by fundfollower.bsky.social #$bkng#$coo#$crm
