Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 11 Aug managers newest 13Fs

CCJ · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
11 Aug 1
CCJ	Add	Murray Stahl - Horizon Kinetics Asset Management	+0.04%	+7.0% sh	Q1→Q2
4 Aug 1
CCJ	Add	Polen Capital Management	+0.05%	+241.3% 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