Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

AS · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
AS	Add	Ben Jacobs - Anomaly Capital Management	+0.09%	+59.6% sh	Q1→Q2
12 Aug 1
AS	Add	Senator Investment Group	−0.11%	+15.3% 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