Portfolio changes · featured 13Fs
Activity
Moves in MKSI across featured managers — New / Exit / Add / Reduce.
MKSI
4 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| MKSI | New | Sachem Head Capital Management | +7.50% | opened 7.5% | Q1→Q2 |
| MKSI | New | Glenview Capital Management | +0.80% | opened 0.80% | Q1→Q2 |
| 13 Aug 1 | |||||
| MKSI | New | Ryan Packard - Hiddenite Capital Partners | +1.13% | opened 1.1% | Q1→Q2 |
| 12 Aug 1 | |||||
| MKSI | New | Senator Investment Group | +1.06% | opened 1.1% | 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