Portfolio changes · featured 13Fs

Activity

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

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

WST · all sizes

3 shown

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 3
WST	Exit	Andreas Halvorsen - Viking Global Investors	−0.29 pp	was 0.29%	Q1→Q2
WST	Reduce	Hillman Capital Management	+0.30 pp	−20.2% sh	Q1→Q2
WST	Reduce	Ron Baron - Bamco Inc. (Baron Capital)	−0.06 pp	−17.8% 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