Portfolio changes · featured 13Fs

Activity

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

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

MSI · all sizes

5 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 4
MSI	New	Davidson Kempner Capital Management	+0.25%	opened 0.25%	Q1→Q2
MSI	New	Lee Ainslie - Maverick Capital	+0.01%	opened 0.01%	Q1→Q2
MSI	Add	Mairs & Power	−0.32%	+0.8% sh	Q1→Q2
MSI	Reduce	David Rolfe - Wedgewood Partners	−0.46%	−3.4% sh	Q1→Q2
7 Aug 1
MSI	Add	Jensen Investment Management	+1.36%	+64.4% 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