Portfolio changes · featured 13Fs
Activity
Moves in MTZ across featured managers — New / Exit / Add / Reduce.
MTZ · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| MTZ | Exit | Muhlenkamp & Co. | −3.63% | was 3.6% | Q1→Q2 |
| 14 Aug 6 | |||||
| MTZ | Exit | Farallon Capital Management | −0.03% | was 0.03% | Q1→Q2 |
| MTZ | Add | Ben Jacobs - Anomaly Capital Management | +0.50% | +36.7% sh | Q1→Q2 |
| MTZ | Add | George Soros - Soros Fund Management | +0.03% | +110.5% sh | Q1→Q2 |
| MTZ | Reduce | Dan Loeb - Third Point | −2.36% | −9.4% sh | Q1→Q2 |
| MTZ | Reduce | Stephen Mandel - Lone Pine Capital | −0.51% | −12.1% sh | Q1→Q2 |
| MTZ | Reduce | Philippe Laffont - Coatue Management | −0.20% | −11.4% 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