Portfolio changes · featured 13Fs
Activity
Moves in CRM across featured managers — New / Exit / Add / Reduce.
7 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| CRM | Exit | George Soros - Soros Fund Management | −0.74% | was 0.74% | Q1→Q2 |
| CRM | Exit | Corvex Management | −0.11% | was 0.11% | Q1→Q2 |
| CRM | Exit | Cathie Wood - Ark Investment Management | −0.01% | was 0.01% | Q1→Q2 |
| CRM | Add | Rule One Partners | −13.88% | +13.8% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| CRM | Exit | Ako Capital | −1.30% | was 1.3% | Q1→Q2 |
| 7 Aug 1 | |||||
| CRM | New | Richard Pzena - Pzena Investment Management | 0.00% | opened <0.01% | Q1→Q2 |
| 4 Aug 1 | |||||
| CRM | Exit | Polen Capital Management | 0.00% | was <0.01% | 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