Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 14 Aug 3 shown managers newest 13Fs

GXO · 14d

3 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 3
GXO	Add	Eric Khrom - Khrom Capital Management	+2.69 pp	+43.5% sh	Q1→Q2
GXO	Add	Ben Tsai - Spruce House Investment Management	+1.81 pp	+61.5% sh	Q1→Q2
GXO	Add	Glenn Welling - Engaged Capital	+1.22 pp	+19.8% sh	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