Portfolio changes · featured 13Fs

Activity

Moves in Y2106R11 across featured managers — New / Exit / Add / Reduce.

2 managers with a move of 137 featured filed through 7 Aug 2 shown managers newest 13Fs

Y2106R11 · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
7 Aug 1
Dorian Lpg	Add	Tweedy, Browne Co.	+0.01 pp	+12.5% sh	Q1→Q2
5 Aug 1
Dorian Lpg	Add	First Eagle Investment Management	+0.01 pp	+41.7% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home