Portfolio changes · featured 13Fs

Activity

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

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

COF · exit · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
COF	Exit	Clifford Sosin - Cas Investment Partners	−6.01 pp	was 6.0%	Q1→Q2
COF	Exit	Stephen Mandel - Lone Pine Capital	−3.30 pp	was 3.3%	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