Portfolio changes · featured 13Fs

Activity

Moves in FLS across featured managers — New / Exit / Add / Reduce.

4 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

FLS

3 shown · signal ≥1% on Add/Reduce · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 3
FLS	New	Starboard Value	+2.36%	opened 2.4%	Q1→Q2
FLS	Add	Henry Ellenbogen - Durable Capital Partners	+1.38%	+205.8% sh	Q1→Q2
FLS	Reduce	Dan Sundheim - D1 Capital Partners	−2.79%	−15.4% 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