Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker MU holders clear

16 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

MU · reduce · all sizes

New 5 Exit 1 Add 7 Reduce 3 all moves 16
all time today 7d 14d
≥1% all sizes
reset

3 shown · all sizes · open ticker or manager

ticker action manager Δ weight detail period
14 Aug 3
MU Reduce David Tepper - Appaloosa +5.09% −41.4% sh Q1→Q2
MU Reduce Gavin Baker - Atreides Management +0.59% −6.5% sh Q1→Q2
MU Reduce Mairs & Power 0.00% −40.8% 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