Portfolio changes · featured 13Fs
Activity
Moves in FRMI across featured managers — New / Exit / Add / Reduce.
FRMI · all sizes
6 shown6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| FRMI | New | Nehal Chopra - Ratan Capital Management | +6.38 pp | opened 6.4% | Q1→Q2 |
| 17 Aug 1 | |||||
| FRMI | New | Ben Hoskin - Value Aligned Research Advisors | +0.03 pp | opened 0.03% | Q1→Q2 |
| 14 Aug 1 | |||||
| FRMI | Exit | George Soros - Soros Fund Management | 0.00 pp | was <0.01% | Q1→Q2 |
| 13 Aug 1 | |||||
| FRMI | New | Ryan Packard - Hiddenite Capital Partners | +0.69 pp | opened 0.69% | Q1→Q2 |
| 11 Aug 2 | |||||
| FRMI | Add | Murray Stahl - Horizon Kinetics Asset Management | +0.05 pp | +54.8% sh | Q1→Q2 |
| FRMI | Add | Christopher Davis - Davis Selected Advisers | +0.01 pp | +47.6% sh | 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