Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 10 Aug 2 shown managers newest 13Fs

RYAN · add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
10 Aug 1
RYAN	Add	Vulcan Value Partners	+3.20 pp	+20.0% sh	Q1→Q2
30 Jul 1
RYAN	Add	Torray Investment Partners	+0.06 pp	+14.5% 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