Portfolio changes · featured 13Fs
Activity
Moves in LFUS across featured managers — New / Exit / Add / Reduce.
LFUS · all sizes
9 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 7 | |||||
| LFUS | New | Ning Jin - Avantyr Capital Partners | +3.40% | opened 3.4% | Q1→Q2 |
| LFUS | New | Dan Sundheim - D1 Capital Partners | +0.29% | opened 0.29% | Q1→Q2 |
| LFUS | New | Lee Ainslie - Maverick Capital | 0.00% | opened <0.01% | Q1→Q2 |
| LFUS | Exit | Farallon Capital Management | −0.03% | was 0.03% | Q1→Q2 |
| LFUS | Reduce | Francois Rochon - Giverny Capital | +0.13% | −8.2% sh | Q1→Q2 |
| LFUS | Reduce | John Rogers - Ariel Investments | −0.08% | −24.2% sh | Q1→Q2 |
| LFUS | Reduce | Mairs & Power | 0.00% | −16.9% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| LFUS | Reduce | Vulcan Value Partners | −0.46% | −77.7% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| LFUS | Add | Polen Capital Management | +0.02% | +41.5% 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