Portfolio changes · featured 13Fs
Activity
Moves in USFD across featured managers — New / Exit / Add / Reduce.
USFD · all sizes
5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| USFD | New | Andreas Halvorsen - Viking Global Investors | +0.51% | opened 0.51% | Q1→Q2 |
| USFD | Exit | Glenview Capital Management | −0.89% | was 0.89% | Q1→Q2 |
| USFD | Add | Dan Sundheim - D1 Capital Partners | −2.19% | +5.1% sh | Q1→Q2 |
| USFD | Add | Ning Jin - Avantyr Capital Partners | +1.03% | +34.9% sh | Q1→Q2 |
| USFD | Add | Stephen Mandel - Lone Pine Capital | +0.28% | +29.5% 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