Portfolio changes · featured 13Fs

Activity

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

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

LGN

2 shown

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

ticker	action	manager	Δ port	detail	period
13 Aug 2
LGN	Exit	Spencer Waxman - Shannon River Fund Management	−3.64 pp	was 3.6%	Q1→Q2
LGN	Exit	Ryan Packard - Hiddenite Capital Partners	−3.63 pp	was 3.6%	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