Portfolio changes · featured 13Fs

Activity

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

12 managers with a move of 137 featured filed through 29 Jul 1 shown managers newest 13Fs

ORCL · reduce

1 shown

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

ticker	action	manager	Δ port	detail	period
29 Jul 1
ORCL	Reduce	William Von Mueffling - Cantillon Capital Management	+1.07 pp	−91.8% 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