Portfolio changes · featured 13Fs
Activity
Moves in ESI across featured managers — New / Exit / Add / Reduce.
ESI · 14d · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| ESI | Reduce | Glenview Capital Management | −0.53 pp | −38.9% sh | Q1→Q2 |
| ESI | Reduce | Lee Ainslie - Maverick Capital | −0.01 pp | −70.6% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| ESI | New | Senator Investment Group | +1.26 pp | opened 1.3% | 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