Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 11 Aug 2 shown managers newest 13Fs

SII · all sizes

2 shown

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
11 Aug 1
SII	Add	Murray Stahl - Horizon Kinetics Asset Management	−0.02 pp	+12.2% sh	Q1→Q2
21 Jul 1
SII	Exit	Murphy Pohlad - Murphy Pohlad Asset Management	−0.09 pp	was 0.09%	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