Portfolio changes · featured 13Fs

Activity

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

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

B · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
B	Add	Lee Ainslie - Maverick Capital	0.00%	+21.9% sh	Q1→Q2
13 Aug 1
B	Add	Howard Marks - Oaktree Capital Management	0.00%	+22.1% 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