Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker VSEC holders clear

5 managers with a move of 137 featured filed through 14 Aug 3 shown managers newest 13Fs

VSEC · 14d · all sizes

3 shown
New 0 Exit 0 Add 1 Reduce 2 all moves 3
all time today 7d 14d
≥1 pp all sizes
reset

3 shown · all sizes · open ticker or manager

ticker action manager Δ port detail period
14 Aug 3
VSEC Add Ron Baron - Bamco Inc. (Baron Capital) −0.01 pp +33.5% sh Q1→Q2
VSEC Reduce Henry Ellenbogen - Durable Capital Partners −0.49 pp −30.2% sh Q1→Q2
VSEC Reduce George Soros - Soros Fund Management +0.02 pp −23.5% sh 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