Portfolio changes · featured 13Fs

Activity

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

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

MA · new · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
MA	New	Bill Ackman - Pershing Square	+5.61 pp	opened 5.6%	Q1→Q2
MA	New	Terry Smith - Fundsmith	+4.69 pp	opened 4.7%	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