Portfolio changes · featured 13Fs

Activity

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

5 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

WEN · Add · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
WEN	Add	Prem Watsa - Fairfax Financial Holdings	+1.34 pp	+144.9% sh	Q1→Q2
12 Aug 1
WEN	Add	Nelson Peltz - Trian Fund Management	+0.49 pp	+0.1% 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