Portfolio changes · featured 13Fs

Activity

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

18 managers with a move of 137 featured filed through 29 Jul managers newest 13Fs

TMO · exit

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

ticker	action	manager	Δ weight	detail	period
29 Jul 1
TMO	Exit	William Von Mueffling - Cantillon Capital Management	−2.51%	was 2.5%	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