Portfolio changes · featured 13Fs
Activity
Moves in XYZ across featured managers — New / Exit / Add / Reduce.
XYZ · all sizes
6 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 6 | |||||
| XYZ | New | Dan Loeb - Third Point | +4.16% | opened 4.2% | Q1→Q2 |
| XYZ | New | Davidson Kempner Capital Management | +0.14% | opened 0.14% | Q1→Q2 |
| XYZ | Exit | Marc Stad - Dragoneer Investment Group | −5.85% | was 5.9% | Q1→Q2 |
| XYZ | Add | Chase Coleman - Tiger Global Management | +0.40% | +14.4% sh | Q1→Q2 |
| XYZ | Reduce | Glenview Capital Management | −0.40% | −12.3% sh | Q1→Q2 |
| XYZ | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −0.01% | −13.9% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home