Portfolio changes · featured 13Fs
Activity
Moves in EROC across featured managers — New / Exit / Add / Reduce.
EROC
3 shown3 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| EROC | New | Ben Hoskin - Value Aligned Research Advisors | +0.05 pp | opened 0.05% | Q1→Q2 |
| 14 Aug 2 | |||||
| EROC | New | George Soros - Soros Fund Management | +0.07 pp | opened 0.07% | Q1→Q2 |
| EROC | New | Dan Loeb - Third Point | +0.03 pp | opened 0.03% | 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