Portfolio changes · featured 13Fs
Activity
Moves in MCO across featured managers — New / Exit / Add / Reduce.
MCO · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| MCO | Reduce | Altarock Partners | −5.88% | −64.9% sh | Q1→Q2 |
| 14 Aug 2 | |||||
| MCO | Exit | Li Lu - Himalaya Capital Management | −1.61% | was 1.6% | Q1→Q2 |
| MCO | Reduce | Chuck Akre - Akre Capital Management | +1.37% | −7.2% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| MCO | New | Bryan Lawrence - Oakcliff Capital Partners | +5.74% | opened 5.7% | Q1→Q2 |
| 12 Aug 1 | |||||
| MCO | Reduce | Ako Capital | +0.15% | −16.2% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| MCO | Reduce | William Von Mueffling - Cantillon Capital Management | +0.09% | −95.4% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| MCO | Add | John Armitage - Egerton Capital (UK) | −0.03% | +10.3% 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