Portfolio changes · featured 13Fs

Activity

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

1 manager with a move of 137 featured filed through 13 Aug 1 shown managers newest 13Fs

ERFSF · add · all sizes

1 shown

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
13 Aug 1
ERFSF	Add	Thomas Russo - Gardner Russo & Quinn	+0.96 pp	+32.2% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home