Portfolio changes · featured 13Fs

Activity

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

20 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

MA · reduce

2 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 2
MA	Reduce	Dev Kantesaria - Valley Forge Capital Management	−4.45 pp	−28.3% sh	Q1→Q2
MA	Reduce	Chuck Akre - Akre Capital Management	+1.37 pp	−12.8% 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