Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 21 Jul managers newest 13Fs

MAC · reduce · all sizes

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
21 Jul 1
MAC	Reduce	Murphy Pohlad - Murphy Pohlad Asset Management	+0.25%	−0.6% 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