Portfolio changes · featured 13Fs

Activity

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

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

IJH · 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
IJH	New	Mairs & Power	+0.01 pp	opened 0.01%	Q1→Q2
IJH	Exit	Arnold Van Den Berg - Van Den Berg Management I	0.00 pp	was <0.01%	Q1→Q2
IJH	Add	Starboard Value	+6.53 pp	+52.3% 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