Portfolio changes · featured 13Fs

Activity

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

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

TME · 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
TME	New	Mason Hawkins - Southeastern Asset Management	+1.00 pp	opened 1.0%	Q1→Q2
13 Aug 1
TME	Exit	Sarah Ketterer - Causeway Capital Management	−0.07 pp	was 0.07%	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