Portfolio changes · featured 13Fs

Activity

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

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

SLM

2 shown

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

ticker	action	manager	Δ port	detail	period
14 Aug 1
SLM	Exit	David Einhorn - DME Capital Management	−1.41 pp	was 1.4%	Q1→Q2
13 Aug 1
SLM	New	Sarah Ketterer - Causeway Capital Management	0.00 pp	opened 0%	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