Portfolio changes · featured 13Fs
Activity
Moves in RMBS across featured managers — New / Exit / Add / Reduce.
RMBS · 14d
3 shown3 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 2 | |||||
| RMBS | New | Stanley Druckenmiller - Duquesne Family Office | +0.44 pp | opened 0.44% | Q1→Q2 |
| RMBS | Exit | Ron Baron - Bamco Inc. (Baron Capital) | 0.00 pp | was <0.01% | Q1→Q2 |
| 13 Aug 1 | |||||
| RMBS | Reduce | Spencer Waxman - Shannon River Fund Management | −2.02 pp | −12.6% 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