Portfolio changes · featured 13Fs
Activity
Moves in LYV across featured managers — New / Exit / Add / Reduce.
LYV · all sizes
10 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| LYV | Exit | Eric Khrom - Khrom Capital Management | −4.95% | was 5.0% | Q1→Q2 |
| LYV | Exit | Dan Sundheim - D1 Capital Partners | −0.92% | was 0.92% | Q1→Q2 |
| LYV | Add | Dan Loeb - Third Point | +1.04% | +144.1% sh | Q1→Q2 |
| LYV | Add | Pat Dorsey - Dorsey Asset Management | +0.31% | +7.9% sh | Q1→Q2 |
| LYV | Reduce | Valueact Capital - Valueact Holdings | −0.69% | −51.6% sh | Q1→Q2 |
| 13 Aug 3 | |||||
| LYV | Add | Sarah Ketterer - Causeway Capital Management | +0.41% | +34.2% sh | Q1→Q2 |
| LYV | Reduce | Spencer Waxman - Shannon River Fund Management | −5.04% | −26.6% sh | Q1→Q2 |
| LYV | Reduce | Triple Frond Partners | −0.48% | −15.5% sh | Q1→Q2 |
| 11 Aug 1 | |||||
| LYV | Reduce | Murray Stahl - Horizon Kinetics Asset Management | −0.05% | −35.7% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| LYV | Reduce | William Von Mueffling - Cantillon Capital Management | +0.63% | −95.4% 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