Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker LGN holders clear

5 managers with a move of 137 featured filed through 17 Aug 5 shown managers newest 13Fs

5 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
17 Aug 1
LGN Add Ben Hoskin - Value Aligned Research Advisors +0.06 pp +124.6% sh Q1→Q2
14 Aug 2
LGN Add George Soros - Soros Fund Management +0.26 pp +147.3% sh Q1→Q2
LGN Reduce Ron Baron - Bamco Inc. (Baron Capital) −0.15 pp −61.8% sh Q1→Q2
13 Aug 2
LGN Exit Spencer Waxman - Shannon River Fund Management −3.64 pp was 3.6% Q1→Q2
LGN Exit Ryan Packard - Hiddenite Capital Partners −3.63 pp was 3.6% 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