Portfolio changes · featured 13Fs
Activity
Moves in SATS across featured managers — New / Exit / Add / Reduce.
SATS · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| SATS | New | Ben Hoskin - Value Aligned Research Advisors | +0.48% | opened 0.48% | Q1→Q2 |
| 14 Aug 4 | |||||
| SATS | Exit | Sachem Head Capital Management | −8.47% | was 8.5% | Q1→Q2 |
| SATS | Exit | Gavin Baker - Atreides Management | −2.34% | was 2.3% | Q1→Q2 |
| SATS | Exit | Stanley Druckenmiller - Duquesne Family Office | −0.21% | was 0.21% | Q1→Q2 |
| SATS | Add | Davidson Kempner Capital Management | −0.02% | +31.3% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| SATS | Exit | Senator Investment Group | −0.55% | was 0.55% | 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