Portfolio changes · featured 13Fs

Activity

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

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

XYZ

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

ticker	action	manager	Δ weight	detail	period
14 Aug 3
XYZ	New	Dan Loeb - Third Point	+4.16%	opened 4.2%	Q1→Q2
XYZ	New	Davidson Kempner Capital Management	+0.14%	opened 0.14%	Q1→Q2
XYZ	Exit	Marc Stad - Dragoneer Investment Group	−5.85%	was 5.9%	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