Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

SN · all sizes

4 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
SN	Exit	Dan Loeb - Third Point	−0.66%	was 0.66%	Q1→Q2
SN	Reduce	Mason Hawkins - Southeastern Asset Management	−0.80%	−74.8% sh	Q1→Q2
12 Aug 1
SN	Reduce	Senator Investment Group	−0.95%	−43.3% sh	Q1→Q2
4 Aug 1
SN	Add	Polen Capital Management	0.00%	+66.4% sh	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