Portfolio changes · featured 13Fs

Activity

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

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

SMH · exit · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
SMH	Exit	Dan Loeb - Third Point	−0.74%	was 0.74%	Q1→Q2
SMH	Exit	Situational Awareness	−0.08%	was 0.08%	Q1→Q2

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