Portfolio changes · featured 13Fs
Activity
Moves in TDS across featured managers — New / Exit / Add / Reduce.
TDS · 14d · all sizes
3 shown3 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| TDS | Add | Davidson Kempner Capital Management | +0.07 pp | +42.0% sh | Q1→Q2 |
| TDS | Reduce | Dan Loeb - Third Point | −8.38 pp | −4.9% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| TDS | Add | Howard Marks - Oaktree Capital Management | −0.04 pp | +23.1% 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