Portfolio changes · featured 13Fs

Activity

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

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

ROP

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

ticker	action	manager	Δ weight	detail	period
13 Aug 2
ROP	New	Ruane, Cunniff & Goldfarb	+3.55%	opened 3.6%	Q1→Q2
ROP	New	Ryan Packard - Hiddenite Capital Partners	+1.22%	opened 1.2%	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