Portfolio changes · featured 13Fs
Activity
Moves in MAIR across featured managers — New / Exit / Add / Reduce.
MAIR · new
5 shown5 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| MAIR | New | Henry Ellenbogen - Durable Capital Partners | +3.87 pp | opened 3.9% | Q1→Q2 |
| MAIR | New | George Soros - Soros Fund Management | +0.30 pp | opened 0.30% | Q1→Q2 |
| MAIR | New | Dan Sundheim - D1 Capital Partners | +0.14 pp | opened 0.14% | Q1→Q2 |
| MAIR | New | Davidson Kempner Capital Management | +0.09 pp | opened 0.09% | Q1→Q2 |
| MAIR | New | Ron Baron - Bamco Inc. (Baron Capital) | +0.07 pp | opened 0.07% | 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