Portfolio changes · featured 13Fs
Activity
Moves in HCC across featured managers — New / Exit / Add / Reduce.
3 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 13 Aug 1 | |||||
| HCC | Reduce | Mohnish Pabrai - Dalal Street | +3.43% | −3.7% sh | Q1→Q2 |
| 12 Aug 1 | |||||
| HCC | Reduce | Third Avenue Management | −1.80% | −21.6% sh | Q1→Q2 |
| 5 Aug 1 | |||||
| HCC | New | First Eagle Investment Management | +0.53% | opened 0.53% | 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