Portfolio changes · featured 13Fs

Activity

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

9 managers with a move of 137 featured filed through 10 Aug managers newest 13Fs

EFX · new

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

ticker	action	manager	Δ port	detail	period
10 Aug 1
EFX	New	Vulcan Value Partners	+0.44%	opened 0.44%	Q1→Q2
21 Jul 1
EFX	New	John Armitage - Egerton Capital (UK)	+2.27%	opened 2.3%	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