Portfolio changes · featured 13Fs

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

1 manager with a move of 137 featured filed through 11 Feb 1 shown managers newest 13Fs

SVV · reduce · all sizes

1 shown

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
11 Feb 1
SVV	Reduce	Tom Bancroft - Makaira Partners	−4.15 pp	−79.6% sh	Q3→Q4

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home