Portfolio changes · featured 13Fs

Activity

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

29 managers with a move of 137 featured filed through 17 Aug 14 shown managers newest 13Fs

V · add · all sizes

14 shown

14 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
17 Aug 1
V	Add	Altarock Partners	+3.12 pp	+67.7% sh	Q1→Q2
14 Aug 7
V	Add	Ben Jacobs - Anomaly Capital Management	+4.91 pp	+192.7% sh	Q1→Q2
V	Add	Ning Jin - Avantyr Capital Partners	+1.52 pp	+35.4% sh	Q1→Q2
V	Add	David Rolfe - Wedgewood Partners	+1.14 pp	+7.4% sh	Q1→Q2
V	Add	Andreas Halvorsen - Viking Global Investors	+0.90 pp	+1.0% sh	Q1→Q2
V	Add	Eric Mandelblatt - Soroban Capital Partners	+0.63 pp	+11.1% sh	Q1→Q2
V	Add	Chris Hohn - Tci Fund Management	−0.56 pp	+0.1% sh	Q1→Q2
V	Add	Stephen Mandel - Lone Pine Capital	+0.12 pp	+78.9% sh	Q1→Q2
13 Aug 2
V	Add	Mala Gaonkar - Surgocap Partners	+3.35 pp	+95.7% sh	Q1→Q2
V	Add	Dodge & Cox	+0.97 pp	+630554.9% sh	Q1→Q2
12 Aug 1
V	Add	Senator Investment Group	+1.04 pp	+50.4% sh	Q1→Q2
30 Jul 1
V	Add	Torray Investment Partners	+0.14 pp	+11.2% sh	Q1→Q2
21 Jul 1
V	Add	John Armitage - Egerton Capital (UK)	+0.35 pp	+3.7% sh	Q1→Q2
21 Apr 1
V	Add	Robert Olstein - Olstein Capital Management	+0.34 pp	+95.8% 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