Portfolio changes · featured 13Fs
Activity
Moves in MKL across featured managers — New / Exit / Add / Reduce.
MKL · add · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| MKL | Add | Jana Partners Management | −1.10% | +1.9% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| MKL | Add | Christopher Davis - Davis Selected Advisers | +0.04% | +6.1% sh | Q1→Q2 |
| 9 Jul 1 | |||||
| MKL | Add | Andrew Steginsky - Steginsky Capital | −0.25% | +5.9% 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