Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

ICFI · add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
ICFI	Add	Estuary Capital Management	+1.72 pp	+19.1% sh	Q1→Q2
12 Aug 1
ICFI	Add	Third Avenue Management	+0.39 pp	+37.9% 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