Portfolio changes · featured 13Fs

Activity

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

20 managers with a move of 137 featured filed through 17 Aug 2 shown managers newest 13Fs

MA · add

2 shown

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

ticker	action	manager	Δ port	detail	period
17 Aug 1
MA	Add	Altarock Partners	+2.93 pp	+46.2% sh	Q1→Q2
10 Aug 1
MA	Add	Vulcan Value Partners	+2.79 pp	+31.3% 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