Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 10 Aug 2 shown managers newest 13Fs

MLKN · reduce · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
10 Aug 1
MLKN	Reduce	Vulcan Value Partners	+0.01 pp	−36.7% sh	Q1→Q2
4 Aug 1
MLKN	Reduce	Polen Capital Management	0.00 pp	−52.6% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home