Portfolio changes · featured 13Fs

Activity

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

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

APP · new

3 shown

3 shown · signal ≥1 pp on Add/Reduce · 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