Portfolio changes · featured 13Fs
Activity
Moves in FA across featured managers — New / Exit / Add / Reduce.
FA · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| FA | Reduce | Estuary Capital Management | −0.20 pp | −47.2% sh | Q1→Q2 |
| FA | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.04 pp | −6.6% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| FA | Add | Robert Olstein - Olstein Capital Management | +0.02 pp | +28.4% sh | 2025Q4→2026Q1 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home