Portfolio changes · featured 13Fs
Activity
Moves in CAKE across featured managers — New / Exit / Add / Reduce.
CAKE · reduce · all sizes
2 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| CAKE | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.11% | −55.0% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| CAKE | Reduce | First Eagle Investment Management | +0.01% | −9.5% 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