Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

MSA · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
MSA	New	Francois Rochon - Giverny Capital	+0.98 pp	opened 0.98%	Q1→Q2
5 Aug 1
MSA	Exit	First Eagle Investment Management	0.00 pp	was <0.01%	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