Portfolio changes · featured 13Fs

Activity

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

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

T · all sizes

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 1
T	Add	John Rogers - Ariel Investments	−0.09%	+29.2% sh	Q1→Q2
11 Aug 1
T	Exit	Murray Stahl - Horizon Kinetics Asset Management	0.00%	was <0.01%	Q1→Q2
10 Jul 1
T	Reduce	Kentucky Trust Co. - Kentucky Trust	−0.52%	−2.5% 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