Portfolio changes · featured 13Fs

Activity

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

ticker STUB holders clear

5 managers with a move of ~141 featured filed through 14 Aug 1 shown managers newest 13Fs

Activity·STUB · Reduce · all sizes

1 shown

reduce moves

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
Today 14 Aug 1
STUB	Reduce	Ron Baron - Bamco Inc. /NY/ (Baron Capital)	−0.01 pp	−18.6% 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.