Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

KEX

2 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 2
KEX	New	Davidson Kempner Capital Management	+0.12 pp	opened 0.12%	Q1→Q2
KEX	Reduce	Alex Roepers - Atlantic Investment Management	−6.67 pp	−27.4% 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