Portfolio changes · featured 13Fs
Activity
Moves in RSP across featured managers — New / Exit / Add / Reduce.
RSP · all sizes
7 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| RSP | New | Stanley Druckenmiller - Duquesne Family Office | +0.30% | opened 0.30% | Q1→Q2 |
| RSP | New | Bill Nygren / Oakmark - Harris Associates L P | 0.00% | opened <0.01% | Q1→Q2 |
| RSP | Exit | Francois Rochon - Giverny Capital | −0.04% | was 0.04% | Q1→Q2 |
| RSP | Add | Sachem Head Capital Management | +0.26% | +34.9% sh | Q1→Q2 |
| RSP | Reduce | Mairs & Power | 0.00% | −42.4% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| RSP | Reduce | Lyrical Asset Management | 0.00% | −18.0% sh | Q1→Q2 |
| 15 Jul 1 | |||||
| RSP | New | David Katz - Matrix Asset Advisors | +0.02% | opened 0.02% | 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