Portfolio changes · featured 13Fs
Activity
Moves in DLR across featured managers — New / Exit / Add / Reduce.
DLR · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| DLR | New | Andreas Halvorsen - Viking Global Investors | +1.18% | opened 1.2% | Q1→Q2 |
| DLR | Add | George Soros - Soros Fund Management | +1.08% | +839.8% sh | Q1→Q2 |
| DLR | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.19% | −46.1% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| DLR | Add | Spencer Waxman - Shannon River Fund Management | +0.40% | +197.5% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| DLR | Reduce | Christopher Davis - Davis Selected Advisers | −0.01% | −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