Portfolio changes · featured 13Fs
Activity
Moves in TRMD across featured managers — New / Exit / Add / Reduce.
TRMD
3 shown3 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 13 Aug 2 | |||||
| TRMD | New | Sarah Ketterer - Causeway Capital Management | 0.00 pp | opened <0.01% | Q1→Q2 |
| TRMD | Reduce | Howard Marks - Oaktree Capital Management | −3.02 pp | −14.7% sh | Q1→Q2 |
| 7 Aug 1 | |||||
| TRMD | Exit | Tweedy, Browne Co. | −0.21 pp | was 0.21% | 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