Portfolio changes · featured 13Fs
Activity
Moves in GFS across featured managers — New / Exit / Add / Reduce.
Activity·GFS
4 shownGFS 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.