Portfolio changes · featured 13Fs
Activity
Moves in TME across featured managers — New / Exit / Add / Reduce.
TME · all sizes
4 shown4 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| TME | New | Mason Hawkins - Southeastern Asset Management | +1.00 pp | opened 1.0% | Q1→Q2 |
| TME | Add | Ron Baron - Bamco Inc. (Baron Capital) | −0.03 pp | +17.7% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| TME | Exit | Sarah Ketterer - Causeway Capital Management | −0.07 pp | was 0.07% | Q1→Q2 |
| 29 Jul 1 | |||||
| TME | Exit | William Von Mueffling - Cantillon Capital Management | −0.83 pp | was 0.83% | 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