Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 5 Aug 2 shown managers newest 13Fs

LRN · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
5 Aug 1
LRN	Add	First Eagle Investment Management	+0.02 pp	+3831.6% sh	Q1→Q2
4 Aug 1
LRN	Exit	Polen Capital Management	−0.01 pp	was 0.01%	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