Portfolio changes · featured 13Fs

Activity

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

1 manager with a move of 137 featured filed through 14 Aug managers newest 13Fs

RMD · all sizes

1 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
RMD	Add	Francois Rochon - Giverny Capital	+0.65%	+68.5% 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