Portfolio changes · featured 13Fs

Activity

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

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

PAR · 14d · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 2
PAR	Add	Scott Miller - Greenhaven Road Investment Management	+1.82 pp	+0.9% sh	Q1→Q2
PAR	Reduce	Ron Baron - Bamco Inc. (Baron Capital)	−0.04 pp	−99.8% 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