Portfolio changes · featured 13Fs
Activity
Moves in JHX across featured managers — New / Exit / Add / Reduce.
JHX · all sizes
6 shown6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| JHX | New | Ron Baron - Bamco Inc. (Baron Capital) | +0.05 pp | opened 0.05% | Q1→Q2 |
| JHX | Exit | Lee Ainslie - Maverick Capital | −0.01 pp | was 0.01% | Q1→Q2 |
| JHX | Reduce | Dan Sundheim - D1 Capital Partners | −2.70 pp | −2.7% sh | Q1→Q2 |
| JHX | Reduce | Davidson Kempner Capital Management | −0.06 pp | −35.7% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| JHX | Exit | Senator Investment Group | −0.96 pp | was 0.96% | Q1→Q2 |
| 5 Aug 1 | |||||
| JHX | Add | First Eagle Investment Management | 0.00 pp | +54.5% 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