Portfolio changes · featured 13Fs
Activity
Moves in HCI across featured managers — New / Exit / Add / Reduce.
HCI · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| HCI | Add | Eric Khrom - Khrom Capital Management | +1.94 pp | +19.0% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| HCI | Exit | Tweedy, Browne Co. | −0.17 pp | was 0.17% | Q1→Q2 |
| 4 Aug 1 | |||||
| HCI | Exit | Polen Capital 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