Portfolio changes · featured 13Fs
Activity
Moves in STM across featured managers — New / Exit / Add / Reduce.
STM · New · 14d
5 shown5 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| STM | New | Sachem Head Capital Management | +3.42 pp | opened 3.4% | Q1→Q2 |
| STM | New | Situational Awareness | +2.89 pp | opened 2.9% | Q1→Q2 |
| STM | New | Glenview Capital Management | +0.76 pp | opened 0.76% | Q1→Q2 |
| STM | New | George Soros - Soros Fund Management | +0.02 pp | opened 0.02% | Q1→Q2 |
| STM | New | Lee Ainslie - Maverick Capital | +0.01 pp | opened 0.01% | 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