Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 5 Aug 2 shown managers newest 13Fs

TNC · Add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
5 Aug 1
TNC	Add	First Eagle Investment Management	+0.02 pp	+314.5% sh	Q1→Q2
21 Apr 1
TNC	Add	Robert Olstein - Olstein Capital Management	+0.05 pp	+30.8% sh	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home