Portfolio changes · featured 13Fs

Activity

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

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

URI · 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
URI	Reduce	Abrams Bison - Abrams Bison Investments	−27.86 pp	−83.6% sh	Q1→Q2
URI	Reduce	Pat Dorsey - Dorsey Asset Management	−5.92 pp	−47.8% 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