Portfolio changes · featured 13Fs
Activity
Moves in VSH across featured managers — New / Exit / Add / Reduce.
VSH · all sizes
5 shown5 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| VSH | New | Davidson Kempner Capital Management | +0.57 pp | opened 0.57% | Q1→Q2 |
| VSH | New | Situational Awareness | +0.10 pp | opened 0.10% | Q1→Q2 |
| VSH | New | George Soros - Soros Fund Management | +0.07 pp | opened 0.07% | Q1→Q2 |
| 5 Aug 1 | |||||
| VSH | Reduce | First Eagle Investment Management | +0.05 pp | −23.3% sh | Q1→Q2 |
| 21 Apr 1 | |||||
| VSH | Reduce | Robert Olstein - Olstein Capital Management | −0.04 pp | −39.0% 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