Portfolio changes · featured 13Fs
Activity
Moves in META across featured managers — New / Exit / Add / Reduce.
META · new
7 shown7 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| META | New | Ben Hoskin - Value Aligned Research Advisors | 0.00 pp | opened <0.01% | Q1→Q2 |
| 14 Aug 5 | |||||
| META | New | Clifford Sosin - Cas Investment Partners | +4.08 pp | opened 4.1% | Q1→Q2 |
| META | New | Lee Ainslie - Maverick Capital | +3.80 pp | opened 3.8% | Q1→Q2 |
| META | New | Gavin Baker - Atreides Management | +1.58 pp | opened 1.6% | Q1→Q2 |
| META | New | Dan Sundheim - D1 Capital Partners | +0.92 pp | opened 0.92% | Q1→Q2 |
| META | New | Bill Miller - Miller Value Partners | +0.85 pp | opened 0.85% | Q1→Q2 |
| 13 Aug 1 | |||||
| META | New | Chris James - Meritage Group | +6.22 pp | opened 6.2% | 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