Portfolio changes · featured 13Fs

Activity

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

5 managers with a move of 137 featured filed through 31 Jul managers newest 13Fs

CP · add · all sizes

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
31 Jul 1
CP	Add	Thomas Gayner - Markel Group	+0.01%	+22.7% 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