Follow-The-Filings

Portfolio changes · featured 13Fs

Activity

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

ticker NE holders clear

2 managers with a move of 137 featured filed through 13 Aug 2 shown managers newest 13Fs

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

ticker action manager Δ port detail period
13 Aug 1
NE Reduce Samantha Mclemore - Patient Capital Management −2.30 pp −92.6% sh Q1→Q2
7 Aug 1
NE Exit Tweedy, Browne Co. −0.21 pp was 0.21% Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home