Portfolio changes · featured 13Fs

Activity

Moves in HBM across featured managers — New / Exit / Add / Reduce.

2 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

HBM · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
HBM	Exit	Lee Ainslie - Maverick Capital	−0.01 pp	was 0.01%	Q1→Q2
5 Aug 1
HBM	New	Steven Check - Check Capital Management	+0.01 pp	opened 0.01%	2026 Q2 restated

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home