Portfolio changes · featured 13Fs
Activity
Moves in MCO across featured managers — New / Exit / Add / Reduce.
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| MCO | Reduce | Altarock Partners | −5.88% | −64.9% sh | Q1→Q2 |
| 14 Aug 2 | |||||
| MCO | Exit | Li Lu - Himalaya Capital Management | −1.61% | was 1.6% | Q1→Q2 |
| MCO | Reduce | Chuck Akre - Akre Capital Management | +1.37% | −7.2% sh | Q1→Q2 |
| 13 Aug 1 | |||||
| MCO | New | Bryan Lawrence - Oakcliff Capital Partners | +5.74% | opened 5.7% | 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