Portfolio changes · featured 13Fs
Activity
Moves in ELV across featured managers — New / Exit / Add / Reduce.
6 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 4 | |||||
| ELV | New | Glenview Capital Management | +0.47% | opened 0.47% | Q1→Q2 |
| ELV | New | Ron Baron - Bamco Inc. (Baron Capital) | 0.00% | opened <0.01% | Q1→Q2 |
| ELV | Exit | Leon Cooperman - Omega Advisors | −2.19% | was 2.2% | Q1→Q2 |
| ELV | Exit | Davidson Kempner Capital Management | −0.08% | was 0.08% | Q1→Q2 |
| 12 Aug 1 | |||||
| ELV | New | Harry Burn - Sound Shore Management | +2.90% | opened 2.9% | Q1→Q2 |
| 5 Aug 1 | |||||
| ELV | Add | First Eagle Investment Management | +1.10% | +1.4% sh | 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