Portfolio changes · featured 13Fs

Activity

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

5 managers with a move of 137 featured filed through 17 Aug 2 shown managers newest 13Fs

TLN · reduce · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
17 Aug 1
TLN	Reduce	Ben Hoskin - Value Aligned Research Advisors	−0.09 pp	−74.6% sh	Q1→Q2
14 Aug 1
TLN	Reduce	Sachem Head Capital Management	−0.98 pp	−11.5% 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