Portfolio changes · featured 13Fs
Activity
Moves in LPLA across featured managers — New / Exit / Add / Reduce.
LPLA · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| LPLA | Reduce | Stephen Mandel - Lone Pine Capital | −2.82% | −40.5% sh | Q1→Q2 |
| LPLA | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.06% | −6.2% sh | Q1→Q2 |
| 13 Aug 3 | |||||
| LPLA | New | Ryan Packard - Hiddenite Capital Partners | +1.45% | opened 1.5% | Q1→Q2 |
| LPLA | Add | Mala Gaonkar - Surgocap Partners | −0.57% | +4.2% sh | Q1→Q2 |
| LPLA | Add | Dodge & Cox | −0.01% | +10.4% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| LPLA | Exit | First Eagle Investment Management | 0.00% | was <0.01% | Q1→Q2 |
| 29 Jul 1 | |||||
| LPLA | Exit | William Von Mueffling - Cantillon Capital Management | −0.65% | was 0.65% | 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