Portfolio changes · featured 13Fs

Activity

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

13 managers with a move of 137 featured filed through 17 Aug managers newest 13Fs

ICLR

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

ticker	action	manager	Δ weight	detail	period
17 Aug 1
ICLR	Add	Muhlenkamp & Co.	+1.41%	+0.5% sh	Q1→Q2
14 Aug 5
ICLR	New	Eric Khrom - Khrom Capital Management	+0.90%	opened 0.90%	Q1→Q2
ICLR	Exit	Sachem Head Capital Management	−5.61%	was 5.6%	Q1→Q2
ICLR	Exit	David Witzke - Avidity Partners Management	−0.36%	was 0.36%	Q1→Q2
ICLR	Exit	Lee Ainslie - Maverick Capital	−0.02%	was 0.02%	Q1→Q2
ICLR	Add	Glenn Greenberg - Brave Warrior Advisors	+3.73%	+5.2% sh	Q1→Q2
13 Aug 1
ICLR	Add	Ruane, Cunniff & Goldfarb	+2.53%	+25.3% sh	Q1→Q2
12 Aug 1
ICLR	Exit	Harry Burn - Sound Shore Management	−2.32%	was 2.3%	Q1→Q2
28 Jul 1
ICLR	Add	Greenhaven Associates	+2.57%	+54.8% 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