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, $AZO +12 more 1 comment Ā· 20h ago Ā· by fundfollower.bsky.social #$acgl#$azo#$cmi
0 Edgepoint Investment Group just filed its Q2 2026 13F. š Managed by Tye Bousada & Geoff MacDonald Ā· $13.2B across 39 holdings š¢ Bought: $MMC, $RBA, $AMZN, $DLTR +10 more š“ Sold: $ROST, $FNV, $QSR, $RVTY +12 more 1 comment Ā· 20h ago Ā· by fundfollower.bsky.social #$amzn#$dltr#$fnv
