Portfolio changes · featured 13Fs

Activity

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

15 managers with a move of 137 featured filed through 14 Aug 15 shown managers newest 13Fs

SPGI · all sizes

15 shown

15 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 10
SPGI	New	Bill Ackman - Pershing Square	+5.43 pp	opened 5.4%	Q1→Q2
SPGI	New	Christopher Bloomstran - Semper Augustus Investments Group	+2.12 pp	opened 2.1%	Q1→Q2
SPGI	New	Glenn Greenberg - Brave Warrior Advisors	+0.01 pp	opened 0.01%	Q1→Q2
SPGI	Exit	Li Lu - Himalaya Capital Management	−1.61 pp	was 1.6%	Q1→Q2
SPGI	Exit	Farallon Capital Management	−0.03 pp	was 0.03%	Q1→Q2
SPGI	Add	Chris Hohn - Tci Fund Management	−2.35 pp	+0.3% sh	Q1→Q2
SPGI	Add	Pat Dorsey - Dorsey Asset Management	+0.71 pp	+42.1% sh	Q1→Q2
SPGI	Add	George Soros - Soros Fund Management	+0.43 pp	+509.9% sh	Q1→Q2
SPGI	Reduce	Dev Kantesaria - Valley Forge Capital Management	−2.24 pp	−13.3% sh	Q1→Q2
SPGI	Reduce	Ron Baron - Bamco Inc. (Baron Capital)	−0.03 pp	−6.6% sh	Q1→Q2
13 Aug 1
SPGI	New	Triple Frond Partners	+4.24 pp	opened 4.2%	Q1→Q2
11 Aug 1
SPGI	Reduce	Murray Stahl - Horizon Kinetics Asset Management	0.00 pp	−20.8% sh	Q1→Q2
29 Jul 1
SPGI	Reduce	William Von Mueffling - Cantillon Capital Management	−0.01 pp	−95.4% sh	Q1→Q2
21 Jul 1
SPGI	New	John Armitage - Egerton Capital (UK)	+1.38 pp	opened 1.4%	Q1→Q2
21 Apr 1
SPGI	Add	Robert Olstein - Olstein Capital Management	+0.42 pp	+73.1% sh	2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home