Portfolio changes · featured 13Fs

Activity

Moves in MOS across featured managers — New / Exit / Add / Reduce.

4 managers with a move of 137 featured filed through 14 Aug 3 shown managers newest 13Fs

MOS · 14d · all sizes

3 shown

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 3
MOS	Exit	Lee Ainslie - Maverick Capital	−0.01 pp	was 0.01%	Q1→Q2
MOS	Reduce	John Rogers - Ariel Investments	−0.02 pp	−16.7% sh	Q1→Q2
MOS	Reduce	Mairs & Power	0.00 pp	−20.0% 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