Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker GFS holders clear

4 managers with a move of ~141 featured filed through 14 Aug 4 shown managers newest 13Fs

GFS moves

4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker action manager Δ port detail period
Today 14 Aug 4
GFS Exit Gavin Baker - Atreides Management −0.42 pp was 0.4% Q1→Q2
GFS Exit George Soros - Soros Fund Management −0.22 pp was 0.2% Q1→Q2
GFS Exit Davidson Kempner Capital Management −0.09 pp was 0.09% Q1→Q2
GFS Exit Farallon Capital Management −0.03 pp was 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.