Portfolio changes · featured 13Fs

Activity

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

1 manager with a move of 137 featured filed through 11 Feb 1 shown managers newest 13Fs

LMB · add

1 shown

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

ticker	action	manager	Δ port	detail	period
11 Feb 1
LMB	Add	Tom Bancroft - Makaira Partners	+3.62 pp	+95.7% sh	Q3→Q4

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home