Portfolio changes · featured 13Fs
Activity
Moves in TOST across featured managers — New / Exit / Add / Reduce.
TOST · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| TOST | New | Glen Kacher - Light Street Capital Management | +3.60% | opened 3.6% | Q1→Q2 |
| TOST | Add | Valueact Capital - Valueact Holdings | +0.99% | +9.6% sh | Q1→Q2 |
| 13 Aug 2 | |||||
| TOST | Exit | Spencer Waxman - Shannon River Fund Management | −3.70% | was 3.7% | Q1→Q2 |
| TOST | Add | Chris James - Meritage Group | +0.27% | +0.6% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| TOST | New | Richard Pzena - Pzena Investment Management | 0.00% | opened <0.01% | 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