Portfolio changes · featured 13Fs
Activity
Moves in ALC across featured managers — New / Exit / Add / Reduce.
3 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 1 | |||||
| ALC | Exit | Davidson Kempner Capital Management | −1.34% | was 1.3% | Q1→Q2 |
| 12 Aug 1 | |||||
| ALC | Add | Ako Capital | +1.57% | +3.8% sh | Q1→Q2 |
| 29 Jul 1 | |||||
| ALC | Exit | William Von Mueffling - Cantillon Capital Management | −1.26% | was 1.3% | 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