Portfolio changes · featured 13Fs
Activity
Moves in TDG across featured managers — New / Exit / Add / Reduce.
TDG · reduce · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| TDG | Reduce | Altarock Partners | +1.98% | −3.7% sh | Q1→Q2 |
| 14 Aug 1 | |||||
| TDG | Reduce | Stephen Mandel - Lone Pine Capital | −0.10% | −20.0% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| TDG | Reduce | Vulcan Value Partners | +1.25% | −7.5% 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