Portfolio changes · featured 13Fs

Activity

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

6 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

W · add · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
W	Add	Ben Jacobs - Anomaly Capital Management	+2.74%	+195.2% sh	Q1→Q2
W	Add	Ben Tsai - Spruce House Investment Management	+0.93%	+11.9% 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