Portfolio changes · featured 13Fs
Activity
Moves in CME across featured managers — New / Exit / Add / Reduce.
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| CME | New | Mairs & Power | +0.40% | opened 0.40% | Q1→Q2 |
| CME | New | Andreas Halvorsen - Viking Global Investors | +0.10% | opened 0.10% | Q1→Q2 |
| 13 Aug 1 | |||||
| CME | New | Seth Klarman - Baupost Group | +2.52% | opened 2.5% | Q1→Q2 |
| 21 Jul 1 | |||||
| CME | Exit | John Armitage - Egerton Capital (UK) | −3.88% | was 3.9% | 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