Portfolio changes · featured 13Fs

Activity

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

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

Q · reduce · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 3
Q	Reduce	Ben Jacobs - Anomaly Capital Management	−2.80%	−58.0% sh	Q1→Q2
Q	Reduce	Henry Ellenbogen - Durable Capital Partners	+1.19%	−10.5% sh	Q1→Q2
Q	Reduce	Davidson Kempner Capital Management	−0.15%	−58.8% sh	Q1→Q2
13 Aug 1
Q	Reduce	Dodge & Cox	0.00%	−5.3% 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