Portfolio changes · featured 13Fs
Activity
Moves in GXO across featured managers — New / Exit / Add / Reduce.
GXO · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| GXO | Add | Eric Khrom - Khrom Capital Management | +2.69 pp | +43.5% sh | Q1→Q2 |
| GXO | Add | Ben Tsai - Spruce House Investment Management | +1.81 pp | +61.5% sh | Q1→Q2 |
| GXO | Add | Glenn Welling - Engaged Capital | +1.22 pp | +19.8% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| GXO | Exit | First Eagle Investment Management | −0.01 pp | was 0.01% | 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