Portfolio changes · featured 13Fs
Activity
Moves in C across featured managers — New / Exit / Add / Reduce.
C
3 shown3 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| C | Reduce | Kahn Brothers Group | +1.59 pp | −0.5% sh | Q1→Q2 |
| 14 Aug 1 | |||||
| C | Exit | Farallon Capital Management | −0.03 pp | was 0.03% | Q1→Q2 |
| 12 Aug 1 | |||||
| C | Exit | Senator Investment Group | −1.72 pp | was 1.7% | 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