Portfolio changes · featured 13Fs

Activity

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

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

WFRD · 7d · all sizes

3 shown

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 3
WFRD	Exit	Sachem Head Capital Management	−5.75 pp	was 5.8%	Q1→Q2
WFRD	Exit	David Einhorn - DME Capital Management	−0.43 pp	was 0.4%	Q1→Q2
WFRD	Reduce	Alex Roepers - Atlantic Investment Management	−9.19 pp	−72.2% 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