Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 4 Aug 2 shown managers newest 13Fs

LPTH · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
4 Aug 1
LPTH	Add	Polen Capital Management	+0.04 pp	+297.8% sh	Q1→Q2
21 Jul 1
LPTH	Reduce	Murphy Pohlad - Murphy Pohlad Asset Management	+0.01 pp	−31.8% 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