Portfolio changes · featured 13Fs
Activity
Moves in THC across featured managers — New / Exit / Add / Reduce.
THC · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| THC | New | Eric Khrom - Khrom Capital Management | +3.83% | opened 3.8% | Q1→Q2 |
| THC | Exit | Stephen Mandel - Lone Pine Capital | −3.40% | was 3.4% | Q1→Q2 |
| THC | Exit | Farallon Capital Management | −0.49% | was 0.49% | Q1→Q2 |
| THC | Add | Glenview Capital Management | +0.39% | +46.6% sh | Q1→Q2 |
| THC | Add | Davidson Kempner Capital Management | +0.16% | +490.6% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| THC | Add | First Eagle Investment Management | 0.00% | +68.6% 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