Portfolio changes · featured 13Fs
Activity
Moves in TFX across featured managers — New / Exit / Add / Reduce.
TFX · reduce · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| TFX | Reduce | Abrams Bison - Abrams Bison Investments | −0.27 pp | −20.7% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| TFX | Reduce | Seth Klarman - Baupost Group | −0.43 pp | −11.7% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| TFX | Reduce | Richard Pzena - Pzena Investment Management | −0.05 pp | −13.7% 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