Portfolio changes · featured 13Fs
Activity
Moves in BW across featured managers — New / Exit / Add / Reduce.
2 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| BW | New | Ben Hoskin - Value Aligned Research Advisors | +0.08% | opened 0.08% | Q1→Q2 |
| 13 Aug 1 | |||||
| BW | New | Spencer Waxman - Shannon River Fund Management | +0.42% | opened 0.42% | 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