Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 11 Aug 1 shown managers newest 13Fs

SEG · Reduce · all sizes

1 shown

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
11 Aug 1
SEG	Reduce	Murray Stahl - Horizon Kinetics Asset Management	0.00 pp	−18.9% 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