Portfolio changes · featured 13Fs
Activity
Moves in TMHC across featured managers — New / Exit / Add / Reduce.
TMHC · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| TMHC | Add | Muhlenkamp & Co. | +0.86% | 0.0% sh | Q1→Q2 |
| 14 Aug 2 | |||||
| TMHC | New | George Soros - Soros Fund Management | +0.64% | opened 0.64% | Q1→Q2 |
| TMHC | Exit | Ron Baron - Bamco Inc. (Baron Capital) | −0.10% | was 0.10% | Q1→Q2 |
| 12 Aug 1 | |||||
| TMHC | New | Third Avenue Management | +0.99% | opened 0.99% | Q1→Q2 |
| 5 Aug 1 | |||||
| TMHC | Reduce | First Eagle Investment Management | +0.01% | −5.2% sh | Q1→Q2 |
| 28 Jul 1 | |||||
| TMHC | Exit | Greenhaven Associates | −0.26% | was 0.26% | 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