Portfolio changes · featured 13Fs
Activity
Moves in VRT across featured managers — New / Exit / Add / Reduce.
VRT
4 shown4 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 17 Aug 1 | |||||
| VRT | Reduce | Ben Hoskin - Value Aligned Research Advisors | −1.15 pp | −25.9% sh | Q1→Q2 |
| 14 Aug 2 | |||||
| VRT | New | Mairs & Power | 0.00 pp | opened <0.01% | Q1→Q2 |
| VRT | Exit | Farallon Capital Management | −0.03 pp | was 0.03% | Q1→Q2 |
| 12 Aug 1 | |||||
| VRT | Reduce | Senator Investment Group | −2.15 pp | −73.6% sh | 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