Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

Moves in V across featured managers — New / Exit / Add / Reduce.

ticker V holders clear

29 managers with a move of 137 featured filed through 17 Aug 29 shown managers newest 13Fs

V · all sizes

29 shown
New 3 Exit 3 Add 14 Reduce 9 all moves 29
all time today 7d 14d
≥1 pp all sizes
reset

29 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
17 Aug 1
V Add Altarock Partners +3.12 pp +67.7% sh Q1→Q2
14 Aug 17
V New Bill Ackman - Pershing Square +5.76 pp opened 5.8% Q1→Q2
V New Chase Coleman - Tiger Global Management +1.14 pp opened 1.1% Q1→Q2
V New Glenn Greenberg - Brave Warrior Advisors 0.00 pp opened <0.01% Q1→Q2
V Exit Farallon Capital Management −1.45 pp was 1.5% Q1→Q2
V Exit Philippe Laffont - Coatue Management −0.75 pp was 0.75% Q1→Q2
V Exit Gavin Baker - Atreides Management −0.43 pp was 0.43% Q1→Q2
V Add Ben Jacobs - Anomaly Capital Management +4.91 pp +192.7% sh Q1→Q2
V Add Ning Jin - Avantyr Capital Partners +1.52 pp +35.4% sh Q1→Q2
V Add David Rolfe - Wedgewood Partners +1.14 pp +7.4% sh Q1→Q2
V Add Andreas Halvorsen - Viking Global Investors +0.90 pp +1.0% sh Q1→Q2
V Add Eric Mandelblatt - Soroban Capital Partners +0.63 pp +11.1% sh Q1→Q2
V Add Chris Hohn - Tci Fund Management −0.56 pp +0.1% sh Q1→Q2
V Add Stephen Mandel - Lone Pine Capital +0.12 pp +78.9% sh Q1→Q2
V Reduce Terry Smith - Fundsmith −2.24 pp −34.9% sh Q1→Q2
V Reduce Chuck Akre - Akre Capital Management −0.63 pp −32.2% sh Q1→Q2
V Reduce Lee Ainslie - Maverick Capital −0.53 pp −6.8% sh Q1→Q2
V Reduce Dev Kantesaria - Valley Forge Capital Management −0.26 pp −22.7% sh Q1→Q2
13 Aug 3
V Add Mala Gaonkar - Surgocap Partners +3.35 pp +95.7% sh Q1→Q2
V Add Dodge & Cox +0.97 pp +630554.9% sh Q1→Q2
V Reduce Thomas Russo - Gardner Russo & Quinn 0.00 pp −7.0% sh Q1→Q2
12 Aug 2
V Add Senator Investment Group +1.04 pp +50.4% sh Q1→Q2
V Reduce Ako Capital +0.85 pp −17.0% sh Q1→Q2
10 Aug 1
V Reduce Vulcan Value Partners −0.29 pp −27.6% sh Q1→Q2
4 Aug 1
V Reduce Polen Capital Management +0.22 pp −26.2% sh Q1→Q2
30 Jul 1
V Add Torray Investment Partners +0.14 pp +11.2% sh Q1→Q2
29 Jul 1
V Reduce William Von Mueffling - Cantillon Capital Management +0.86 pp −95.1% sh Q1→Q2
21 Jul 1
V Add John Armitage - Egerton Capital (UK) +0.35 pp +3.7% sh Q1→Q2
21 Apr 1
V Add Robert Olstein - Olstein Capital Management +0.34 pp +95.8% sh 2025Q4→2026Q1

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home