Portfolio changes · featured 13Fs

Activity

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

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

VFC

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

ticker	action	manager	Δ weight	detail	period
14 Aug 1
VFC	Reduce	Glenn Welling - Engaged Capital	−3.14%	−3.4% sh	Q1→Q2
5 Aug 1
VFC	Exit	First Eagle Investment Management	0.00%	was <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