Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

FIVE · reduce

2 shown · signal ≥1% on Add/Reduce · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
FIVE	Reduce	Christopher Bloomstran - Semper Augustus Investments Group	−3.11%	−45.2% sh	Q1→Q2
FIVE	Reduce	Francois Rochon - Giverny Capital	−1.55%	−3.1% 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