Portfolio changes · featured 13Fs
Activity
Moves in MA across featured managers — New / Exit / Add / Reduce.
MA
8 shown8 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| MA | Add | Altarock Partners | +2.93 pp | +46.2% sh | Q1→Q2 |
| 14 Aug 6 | |||||
| MA | New | Bill Ackman - Pershing Square | +5.61 pp | opened 5.6% | Q1→Q2 |
| MA | New | Terry Smith - Fundsmith | +4.69 pp | opened 4.7% | Q1→Q2 |
| MA | Exit | Farallon Capital Management | −1.24 pp | was 1.2% | Q1→Q2 |
| MA | Exit | Stephen Mandel - Lone Pine Capital | −0.23 pp | was 0.23% | Q1→Q2 |
| MA | Reduce | Dev Kantesaria - Valley Forge Capital Management | −4.45 pp | −28.3% sh | Q1→Q2 |
| MA | Reduce | Chuck Akre - Akre Capital Management | +1.37 pp | −12.8% sh | Q1→Q2 |
| 10 Aug 1 | |||||
| MA | Add | Vulcan Value Partners | +2.79 pp | +31.3% 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