Follow-The-Filings

Portfolio changes

Activity

Moves in MAC across featured managers.

ticker MAC holders clear

2 managers with a move of ~127 featured filed through 21 Jul 2 shown

Activity·MAC

2 shown
New 0 Exit 0 Add 1 Reduce 1 all moves 2
all time today 7d 14d
≥1 pp all sizes
reset

moves

2 shown

ticker action manager Δ port detail period
21 Jul 1
MAC Reduce Murphy Pohlad - Murphy Pohlad Asset Management LLC +0.25 pp −0.6% sh Q1→Q2
15 May 1
MAC Add Ron Baron - Bamco Inc. /NY/ (Baron Capital) +0.07 pp +24.3% sh 2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Managers · Home.