Portfolio changes · featured 13Fs

Activity

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

7 managers with a move of 137 featured filed through 17 Aug managers newest 13Fs

MTZ

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

ticker	action	manager	Δ weight	detail	period
17 Aug 1
MTZ	Exit	Muhlenkamp & Co.	−3.63%	was 3.6%	Q1→Q2
14 Aug 2
MTZ	Exit	Farallon Capital Management	−0.03%	was 0.03%	Q1→Q2
MTZ	Reduce	Dan Loeb - Third Point	−2.36%	−9.4% 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