Portfolio changes · featured 13Fs

Activity

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

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

VSH · reduce · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
5 Aug 1
VSH	Reduce	First Eagle Investment Management	+0.05 pp	−23.3% sh	Q1→Q2
21 Apr 1
VSH	Reduce	Robert Olstein - Olstein Capital Management	−0.04 pp	−39.0% sh	2025Q4→2026Q1

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