Portfolio changes · featured 13Fs

Activity

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

ticker PGEN holders clear

2 managers with a move of ~141 featured filed through 13 Aug 1 shown managers newest 13Fs

Activity·PGEN · Add · 14d

1 shown

add moves

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

ticker	action	manager	Δ port	detail	period
13 Aug 1
PGEN	Add	Samantha Mclemore - Patient Capital Management	+1.04 pp	+6.8% 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.