Portfolio changes · featured 13Fs
Activity
Moves in LFUS across featured managers — New / Exit / Add / Reduce.
LFUS · reduce · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| LFUS | Reduce | Francois Rochon - Giverny Capital | +0.13% | −8.2% sh | Q1→Q2 |
| LFUS | Reduce | John Rogers - Ariel Investments | −0.08% | −24.2% sh | Q1→Q2 |
| LFUS | Reduce | Mairs & Power | 0.00% | −16.9% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| LFUS | Reduce | Vulcan Value Partners | −0.46% | −77.7% 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