Portfolio changes · featured 13Fs

Activity

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

4 managers with a move of 137 featured filed through 12 Aug 2 shown managers newest 13Fs

TDW

2 shown

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

ticker	action	manager	Δ port	detail	period
12 Aug 1
TDW	Add	Third Avenue Management	−2.54 pp	+1.4% sh	Q1→Q2
21 Jul 1
TDW	Exit	Murphy Pohlad - Murphy Pohlad Asset Management	−0.08 pp	was 0.08%	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