Portfolio changes · featured 13Fs
Activity
Moves in SPB across featured managers — New / Exit / Add / Reduce.
SPB · 14d · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| SPB | Reduce | David Einhorn - DME Capital Management | −0.27 pp | −13.7% sh | Q1→Q2 |
| SPB | Reduce | Lee Ainslie - Maverick Capital | −0.03 pp | −51.6% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| SPB | Add | First Eagle Investment Management | +0.02 pp | +24.5% 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