Portfolio changes · featured 13Fs
Activity
Moves in MELI across featured managers — New / Exit / Add / Reduce.
MELI · add · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| MELI | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.10 pp | +9.7% sh | Q1→Q2 |
| MELI | Add | Chase Coleman - Tiger Global Management | +0.06 pp | +13.4% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| MELI | Add | Wallace Weitz - Weitz Investment Management | +0.12 pp | +15.0% sh | Q1→Q2 |
| 31 Jul 1 | |||||
| MELI | Add | Thomas Gayner - Markel Group | +0.23 pp | +340.4% 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