Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 11 Aug managers newest 13Fs

L · reduce · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
11 Aug 2
L	Reduce	Christopher Davis - Davis Selected Advisers	−0.04%	−11.2% sh	Q1→Q2
L	Reduce	Murray Stahl - Horizon Kinetics Asset Management	0.00%	−63.0% 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