Portfolio changes · featured 13Fs

Activity

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

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

ROG · 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
ROG	Exit	Starboard Value	−1.37 pp	was 1.4%	Q1→Q2
12 Aug 1
ROG	Reduce	Third Avenue Management	−1.02 pp	−59.2% 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