Portfolio changes · featured 13Fs
Activity
Moves in RYAN across featured managers — New / Exit / Add / Reduce.
RYAN · all sizes
2 shown2 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 10 Aug 1 | |||||
| RYAN | Add | Vulcan Value Partners | +3.20 pp | +20.0% sh | Q1→Q2 |
| 30 Jul 1 | |||||
| RYAN | Add | Torray Investment Partners | +0.06 pp | +14.5% 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