Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 11 Aug 2 shown managers newest 13Fs

BTC · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
11 Aug 1
BTC	Add	Murray Stahl - Horizon Kinetics Asset Management	+0.81 pp	+102.0% sh	Q1→Q2
10 Jul 1
BTC	Exit	Kentucky Trust Co. - Kentucky Trust	0.00 pp	was <0.01%	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