Portfolio changes · featured 13Fs

Activity

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

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

MLM

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

ticker	action	manager	Δ weight	detail	period
14 Aug 2
MLM	New	Chris Hohn - Tci Fund Management	+1.44%	opened 1.4%	Q1→Q2
MLM	Add	Dan Sundheim - D1 Capital Partners	−1.12%	+6.9% sh	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