Portfolio changes · featured 13Fs

Activity

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

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

APP · add

2 shown

2 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
APP	Add	Pat Dorsey - Dorsey Asset Management	+4.45 pp	+38.6% sh	Q1→Q2
13 Aug 1
APP	Add	Ryan Packard - Hiddenite Capital Partners	−1.52 pp	+50.0% 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