Portfolio changes · featured 13Fs

Activity

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

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

ACN · add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
7 Aug 1
ACN	Add	Richard Pzena - Pzena Investment Management	+0.33 pp	+113.8% sh	Q1→Q2
5 Aug 1
ACN	Add	First Eagle Investment Management	0.00 pp	+31.4% 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