Portfolio changes · featured 13Fs

Activity

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

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

LYB · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
17 Aug 1
LYB	Add	Muhlenkamp & Co.	−1.10%	+0.4% sh	Q1→Q2
14 Aug 1
LYB	Exit	Stanley Druckenmiller - Duquesne Family Office	−0.31%	was 0.31%	Q1→Q2
13 Aug 1
LYB	Exit	Dodge & Cox	−0.75%	was 0.75%	Q1→Q2
11 Aug 1
LYB	Add	Christopher Davis - Davis Selected Advisers	−0.10%	+55.4% sh	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