Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker APP holders clear

13 managers with a move of 137 featured filed through 14 Aug 3 shown managers newest 13Fs

APP · new · all sizes

3 shown
New 3 Exit 3 Add 3 Reduce 4 all moves 13
all time today 7d 14d
≥1 pp all sizes
reset

3 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
14 Aug 3
APP New Terry Smith - Fundsmith +2.63 pp opened 2.6% Q1→Q2
APP New Scott Miller - Greenhaven Road Investment Management +1.61 pp opened 1.6% Q1→Q2
APP New Davidson Kempner Capital Management +0.12 pp opened 0.12% 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