Portfolio changes · featured 13Fs
Activity
Moves in SPGI across featured managers — New / Exit / Add / Reduce.
SPGI · reduce · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| SPGI | Reduce | Dev Kantesaria - Valley Forge Capital Management | −2.24 pp | −13.3% sh | Q1→Q2 |
| SPGI | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.03 pp | −6.6% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| SPGI | Reduce | Murray Stahl - Horizon Kinetics Asset Management | 0.00 pp | −20.8% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| SPGI | Reduce | William Von Mueffling - Cantillon Capital Management | −0.01 pp | −95.4% 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