Portfolio changes · featured 13Fs
Activity
Moves in AIRJ across featured managers — New / Exit / Add / Reduce.
AIRJ · New
2 shown2 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| AIRJ | New | Davidson Kempner Capital Management | +0.03 pp | opened 0.03% | Q1→Q2 |
| 4 Aug 1 | |||||
| AIRJ | New | Polen Capital Management | +0.01 pp | opened 0.01% | 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