Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 11 Feb managers newest 13Fs

FLUT · reduce

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

ticker	action	manager	Δ weight	detail	period
11 Feb 1
FLUT	Reduce	Tom Bancroft - Makaira Partners	−3.66%	−49.1% sh	Q3→Q4

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