Portfolio changes · featured 13Fs

Activity

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

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

HEI · reduce · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
HEI	Reduce	Francois Rochon - Giverny Capital	+0.67%	−0.4% sh	Q1→Q2
10 Aug 1
HEI	Reduce	Vulcan Value Partners	+0.21%	−13.9% 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