Portfolio changes · featured 13Fs
Activity
Moves in LYV across featured managers — New / Exit / Add / Reduce.
LYV · reduce · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| LYV | Reduce | Valueact Capital - Valueact Holdings | −0.69% | −51.6% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| LYV | Reduce | Spencer Waxman - Shannon River Fund Management | −5.04% | −26.6% sh | Q1→Q2 |
| LYV | Reduce | Triple Frond Partners | −0.48% | −15.5% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| LYV | Reduce | Murray Stahl - Horizon Kinetics Asset Management | −0.05% | −35.7% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| LYV | Reduce | William Von Mueffling - Cantillon Capital Management | +0.63% | −95.4% 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