Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

AN · reduce · all sizes

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
AN	Reduce	Glenn Greenberg - Brave Warrior Advisors	−1.31%	−1.5% sh	Q1→Q2
12 Aug 1
AN	Reduce	Lyrical Asset Management	−0.27%	−4.1% sh	Q1→Q2
11 Aug 1
AN	Reduce	Murray Stahl - Horizon Kinetics Asset Management	−0.03%	−5.4% sh	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