Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 13 Aug 2 shown managers newest 13Fs

EXTR · add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
13 Aug 1
EXTR	Add	Spencer Waxman - Shannon River Fund Management	+0.34 pp	+8.5% sh	Q1→Q2
5 Aug 1
EXTR	Add	First Eagle Investment Management	+0.02 pp	+66.8% 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