Portfolio changes · featured 13Fs

Activity

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

3 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

LLYVK · 14d · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
LLYVK	Reduce	Valueact Capital - Valueact Holdings	−1.79 pp	−39.0% sh	Q1→Q2
LLYVK	Reduce	Ron Baron - Bamco Inc. (Baron Capital)	−0.24 pp	−18.7% 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