Portfolio changes · featured 13Fs

Activity

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

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

LIN · reduce

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

ticker	action	manager	Δ weight	detail	period
14 Aug 1
LIN	Reduce	Ben Jacobs - Anomaly Capital Management	−2.07%	−50.8% sh	Q1→Q2
21 Jul 1
LIN	Reduce	John Armitage - Egerton Capital (UK)	−4.37%	−71.8% 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