Portfolio changes · featured 13Fs

Activity

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

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

RKT · add · all sizes

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
RKT	Add	Valueact Capital - Valueact Holdings	+4.61%	+47.7% 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