Portfolio changes · featured 13Fs
Activity
Moves in ADTN across featured managers — New / Exit / Add / Reduce.
ADTN · all sizes
3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 13 Aug 1 | |||||
| ADTN | Exit | Spencer Waxman - Shannon River Fund Management | −2.93% | was 2.9% | Q1→Q2 |
| 5 Aug 1 | |||||
| ADTN | Reduce | First Eagle Investment Management | +0.01% | −8.8% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| ADTN | Reduce | Polen Capital Management | 0.00% | −7.1% 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