Portfolio changes · featured 13Fs
Activity
Moves in NYT across featured managers — New / Exit / Add / Reduce.
NYT · all sizes
4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| NYT | New | Francois Rochon - Giverny Capital | +1.14% | opened 1.1% | Q1→Q2 |
| NYT | Exit | Lee Ainslie - Maverick Capital | −0.01% | was 0.01% | Q1→Q2 |
| NYT | Reduce | Abrams Bison - Abrams Bison Investments | −0.58% | −6.0% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| NYT | Exit | John Armitage - Egerton Capital (UK) | −0.90% | was 0.90% | 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