Portfolio changes · featured 13Fs
Activity
Moves in TMO across featured managers — New / Exit / Add / Reduce.
7 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 14 Aug 3 | |||||
| TMO | New | Stanley Druckenmiller - Duquesne Family Office | +0.18% | opened 0.18% | Q1→Q2 |
| TMO | Add | Glenview Capital Management | +2.64% | +150.4% sh | Q1→Q2 |
| TMO | Add | Dan Sundheim - D1 Capital Partners | −1.99% | +12.7% sh | Q1→Q2 |
| 12 Aug 2 | |||||
| TMO | New | Harry Burn - Sound Shore Management | +2.55% | opened 2.6% | Q1→Q2 |
| TMO | New | Senator Investment Group | +1.83% | opened 1.8% | Q1→Q2 |
| 29 Jul 1 | |||||
| TMO | Exit | William Von Mueffling - Cantillon Capital Management | −2.51% | was 2.5% | Q1→Q2 |
| 10 Jul 1 | |||||
| TMO | New | Kentucky Trust Co. - Kentucky Trust | 0.00% | opened <0.01% | 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