Portfolio changes · featured 13Fs
Activity
Moves in GL across featured managers — New / Exit / Add / Reduce.
GL · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| GL | Exit | George Soros - Soros Fund Management | −0.09 pp | was 0.09% | Q1→Q2 |
| GL | Exit | Lee Ainslie - Maverick Capital | −0.02 pp | was 0.02% | Q1→Q2 |
| 7 Aug 2 | |||||
| GL | Add | Richard Pzena - Pzena Investment Management | +0.25 pp | +32.1% sh | Q1→Q2 |
| GL | Reduce | Tweedy, Browne Co. | −0.01 pp | −19.6% 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