Portfolio changes · featured 13Fs
Activity
Moves in SPGI across featured managers — New / Exit / Add / Reduce.
SPGI · new
5 shown5 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| SPGI | New | Bill Ackman - Pershing Square | +5.43 pp | opened 5.4% | Q1→Q2 |
| SPGI | New | Christopher Bloomstran - Semper Augustus Investments Group | +2.12 pp | opened 2.1% | Q1→Q2 |
| SPGI | New | Glenn Greenberg - Brave Warrior Advisors | +0.01 pp | opened 0.01% | Q1→Q2 |
| 13 Aug 1 | |||||
| SPGI | New | Triple Frond Partners | +4.24 pp | opened 4.2% | Q1→Q2 |
| 21 Jul 1 | |||||
| SPGI | New | John Armitage - Egerton Capital (UK) | +1.38 pp | opened 1.4% | 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