Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of ~141 featured filed through 14 Aug 2 shown managers newest 13Fs

Activity·WAY · all sizes

2 shown

WAY moves

2 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
Today 14 Aug 2
WAY	New	Farallon Capital Management	+0.03 pp	opened 0.03%	Q1→Q2
WAY	Reduce	Ron Baron - Bamco Inc. /NY/ (Baron Capital)	−0.11 pp	−23.1% 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.