Portfolio changes · featured 13Fs

Activity

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

6 managers with a move of 137 featured filed through 17 Aug managers newest 13Fs

TMHC · add · all sizes

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
17 Aug 1
TMHC	Add	Muhlenkamp & Co.	+0.86%	0.0% 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