Portfolio changes · featured 13Fs

Activity

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

2 managers with a move of 137 featured filed through 14 Aug 2 shown managers newest 13Fs

RHI · 14d

2 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 1
RHI	Exit	Ron Baron - Bamco Inc. (Baron Capital)	0.00 pp	was <0.01%	Q1→Q2
12 Aug 1
RHI	Add	Third Avenue Management	+2.21 pp	+33.7% sh	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