Portfolio changes · featured 13Fs
Activity
Moves in AIR across featured managers — New / Exit / Add / Reduce.
AIR · add · all sizes
2 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 5 Aug 1 | |||||
| AIR | Add | First Eagle Investment Management | +0.01% | +26.7% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| AIR | Add | Polen Capital Management | +0.02% | +45.4% sh | 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