Portfolio changes · featured 13Fs

Activity

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

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

INDV · all sizes

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
13 Aug 2
INDV	Exit	Michael Krensavage - Krensavage Asset Management	−4.05%	was 4.1%	Q1→Q2
INDV	Reduce	Howard Marks - Oaktree Capital Management	+0.24%	−12.3% sh	Q1→Q2

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