Portfolio changes · featured 13Fs

Activity

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

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

MHK

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

ticker	action	manager	Δ weight	detail	period
14 Aug 2
MHK	New	Ron Baron - Bamco Inc. (Baron Capital)	+0.03%	opened 0.03%	Q1→Q2
MHK	Exit	Alex Roepers - Atlantic Investment Management	−2.29%	was 2.3%	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