Portfolio changes · featured 13Fs
Activity
Moves in NRG across featured managers — New / Exit / Add / Reduce.
NRG · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| NRG | Exit | Lee Ainslie - Maverick Capital | −0.02 pp | was 0.02% | Q1→Q2 |
| NRG | Add | David Tepper - Appaloosa | −0.94 pp | +1.5% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| NRG | Exit | Howard Marks - Oaktree Capital Management | −0.11 pp | was 0.11% | Q1→Q2 |
| 12 Aug 1 | |||||
| NRG | Reduce | Lyrical Asset Management | −1.22 pp | −3.4% 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