Portfolio changes · featured 13Fs
Activity
Moves in ROG across featured managers — New / Exit / Add / Reduce.
ROG · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| ROG | Exit | Starboard Value | −1.37 pp | was 1.4% | Q1→Q2 |
| 12 Aug 1 | |||||
| ROG | Reduce | Third Avenue Management | −1.02 pp | −59.2% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| ROG | Add | First Eagle Investment Management | +0.03 pp | +42.8% 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