Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 5 Aug managers newest 13Fs

CL · all sizes

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
5 Aug 1
CL	Add	First Eagle Investment Management	+0.34%	+1.1% sh	Q1→Q2
15 Jul 1
CL	Exit	Lindsell Train	−0.03%	was 0.03%	Q1→Q2
10 Jul 1
CL	Exit	Kentucky Trust Co. - Kentucky Trust	−0.07%	was 0.07%	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