Portfolio changes · featured 13Fs

Activity

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

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

URI · add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
13 Aug 1
URI	Add	Dodge & Cox	+0.25 pp	+3.1% sh	Q1→Q2
12 Aug 1
URI	Add	Ako Capital	+6.53 pp	+90.7% 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