Portfolio changes · featured 13Fs
Activity
Moves in MLM across featured managers — New / Exit / Add / Reduce.
MLM · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| MLM | New | Chris Hohn - Tci Fund Management | +1.44% | opened 1.4% | Q1→Q2 |
| MLM | Add | Dan Sundheim - D1 Capital Partners | −1.12% | +6.9% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| MLM | Reduce | Thomas Russo - Gardner Russo & Quinn | −0.40% | −1.4% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| MLM | Add | Wallace Weitz - Weitz Investment Management | +0.26% | +19.1% sh | Q1→Q2 |
| 9 Jul 1 | |||||
| MLM | Add | Andrew Steginsky - Steginsky Capital | −0.49% | +7.9% 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