Portfolio changes · featured 13Fs

Activity

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

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

NICE · reduce · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
10 Aug 1
NICE	Reduce	Vulcan Value Partners	−0.35 pp	−16.4% sh	Q1→Q2
21 Jul 1
NICE	Reduce	Murphy Pohlad - Murphy Pohlad Asset Management	−0.17 pp	−43.9% 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