Portfolio changes · featured 13Fs
Activity
Moves in GNRC across featured managers — New / Exit / Add / Reduce.
GNRC · reduce · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| GNRC | Reduce | Arnold Van Den Berg - Van Den Berg Management I | +0.36% | −2.1% sh | Q1→Q2 |
| GNRC | Reduce | John Rogers - Ariel Investments | +0.08% | −22.9% sh | Q1→Q2 |
| GNRC | Reduce | Mairs & Power | +0.05% | −6.4% sh | Q1→Q2 |
| GNRC | Reduce | Lee Ainslie - Maverick Capital | −0.01% | −65.5% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| GNRC | Reduce | David Katz - Matrix Asset Advisors | +0.53% | −5.2% 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