Portfolio changes · featured 13Fs
Activity
Moves in PDD across featured managers — New / Exit / Add / Reduce.
PDD · exit · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| PDD | Exit | David Tepper - Appaloosa | −1.55 pp | was 1.6% | Q1→Q2 |
| PDD | Exit | Ron Baron - Bamco Inc. (Baron Capital) | −0.02 pp | was 0.02% | Q1→Q2 |
| 13 Aug 2 | |||||
| PDD | Exit | Sarah Ketterer - Causeway Capital Management | −0.30 pp | was 0.30% | Q1→Q2 |
| PDD | Exit | Howard Marks - Oaktree Capital Management | −0.01 pp | was 0.01% | 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