Portfolio changes · featured 13Fs
Activity
Moves in EXP across featured managers — New / Exit / Add / Reduce.
EXP · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 13 Aug 1 | |||||
| EXP | Reduce | Seth Klarman - Baupost Group | −1.10 pp | −40.5% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| EXP | Reduce | Murray Stahl - Horizon Kinetics Asset Management | −0.01 pp | −36.6% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| EXP | Exit | First Eagle Investment Management | −0.02 pp | was 0.02% | 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