Portfolio changes · featured 13Fs
Activity
Moves in ACGL across featured managers — New / Exit / Add / Reduce.
ACGL
2 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| ACGL | Reduce | Ron Baron - Bamco Inc. (Baron Capital) | −2.53% | −5.0% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| ACGL | Exit | John Armitage - Egerton Capital (UK) | −1.19% | was 1.2% | 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