Portfolio changes · featured 13Fs

Activity

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

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

LAD · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
LAD	Exit	Glenview Capital Management	−0.80%	was 0.80%	Q1→Q2
13 Aug 1
LAD	Exit	Greg Alexander - Conifer Management	−10.11%	was 10.1%	Q1→Q2
12 Aug 1
LAD	Add	Lyrical Asset Management	+0.08%	+8.1% sh	Q1→Q2
5 Aug 1
LAD	Add	First Eagle Investment Management	+0.02%	+51.0% 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