Portfolio changes · featured 13Fs

Activity

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

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

PR · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 1
PR	Reduce	Arnold Van Den Berg - Van Den Berg Management I	−0.56 pp	−2.0% sh	Q1→Q2
5 Aug 1
PR	Add	First Eagle Investment Management	0.00 pp	+30.6% 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