Portfolio changes · featured 13Fs
Activity
Moves in FWONA across featured managers — New / Exit / Add / Reduce.
FWONA · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| FWONA | New | Corvex Management | +0.85 pp | opened 0.85% | Q1→Q2 |
| FWONA | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.01 pp | +51.5% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| FWONA | Reduce | Murray Stahl - Horizon Kinetics Asset Management | 0.00 pp | −11.0% 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