Portfolio changes · featured 13Fs
Activity
Moves in CX across featured managers — New / Exit / Add / Reduce.
CX · reduce · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| CX | Reduce | Corvex Management | −0.86% | −3.3% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| CX | Reduce | Howard Marks - Oaktree Capital Management | −0.47% | −96.4% sh | Q1→Q2 |
| CX | Reduce | Dodge & Cox | −0.03% | −5.9% 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