Portfolio changes · featured 13Fs
Activity
Moves in DIS across featured managers — New / Exit / Add / Reduce.
DIS · exit
5 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| DIS | Exit | Farallon Capital Management | −1.32% | was 1.3% | Q1→Q2 |
| DIS | Exit | Valueact Capital - Valueact Holdings | −0.68% | was 0.68% | Q1→Q2 |
| DIS | Exit | Davidson Kempner Capital Management | −0.26% | was 0.26% | Q1→Q2 |
| DIS | Exit | First Pacific Advisors | −0.01% | was 0.01% | Q1→Q2 |
| DIS | Exit | Lee Ainslie - Maverick Capital | −0.01% | was 0.01% | 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