Portfolio changes · featured 13Fs
Activity
Moves in VST across featured managers — New / Exit / Add / Reduce.
VST
6 shown6 shown · signal ≥1 pp on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| VST | Reduce | Nehal Chopra - Ratan Capital Management | −3.43 pp | −76.5% sh | Q1→Q2 |
| 14 Aug 3 | |||||
| VST | New | Corvex Management | +4.94 pp | opened 4.9% | Q1→Q2 |
| VST | Exit | Stephen Mandel - Lone Pine Capital | −7.42 pp | was 7.4% | Q1→Q2 |
| VST | Exit | Gavin Baker - Atreides Management | −1.57 pp | was 1.6% | Q1→Q2 |
| 12 Aug 1 | |||||
| VST | Reduce | Senator Investment Group | −1.26 pp | −91.5% sh | Q1→Q2 |
| 21 Jul 1 | |||||
| VST | New | John Armitage - Egerton Capital (UK) | +0.74 pp | opened 0.74% | 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