Portfolio changes · featured 13Fs
Activity
Moves in BA across featured managers — New / Exit / Add / Reduce.
BA · all sizes
8 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| BA | Reduce | Nehal Chopra - Ratan Capital Management | −2.18% | −90.7% sh | Q1→Q2 |
| 14 Aug 4 | |||||
| BA | New | David Tepper - Appaloosa | +2.24% | opened 2.2% | Q1→Q2 |
| BA | Exit | King Street Capital Management | −15.68% | was 15.7% | Q1→Q2 |
| BA | Add | Davidson Kempner Capital Management | +0.01% | +7.7% sh | Q1→Q2 |
| BA | Reduce | Hillman Capital Management | +0.29% | −3.4% sh | Q1→Q2 |
| 12 Aug 2 | |||||
| BA | Add | Harry Burn - Sound Shore Management | +0.35% | +14.7% sh | Q1→Q2 |
| BA | Reduce | Senator Investment Group | −0.85% | −16.0% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| BA | New | Steven Check - Check Capital Management | +0.01% | opened 0.01% | 2026 Q2 restated |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home