Portfolio changes · featured 13Fs
Activity
Moves in MLKN across featured managers — New / Exit / Add / Reduce.
MLKN · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| MLKN | Exit | Lee Ainslie - Maverick Capital | −0.01 pp | was 0.01% | Q1→Q2 |
| 10 Aug 1 | |||||
| MLKN | Reduce | Vulcan Value Partners | +0.01 pp | −36.7% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| MLKN | Add | Richard Pzena - Pzena Investment Management | +0.09 pp | +52.0% sh | Q1→Q2 |
| 4 Aug 1 | |||||
| MLKN | Reduce | Polen Capital Management | 0.00 pp | −52.6% sh | 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