Manager activity
Rule One Partners, LLC
FollowRule One Partners
New
3
Add
2
Reduce
1
Exit
2
moves
8 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| CRM | New | +16.13 pp | opened 16.1% | 2025Q4→2026Q1 |
| LOW | New | +2.35 pp | opened 2.4% | 2025Q4→2026Q1 |
| CMG | New | +0.03 pp | opened 0.0% | 2025Q4→2026Q1 |
| HHH | Exit | −0.14 pp | was 0.1% | 2025Q4→2026Q1 |
| — | Exit | −0.04 pp | was 0.0% | 2025Q4→2026Q1 |
| SFM | Add | +14.51 pp | +62.0% sh | 2025Q4→2026Q1 |
| POOL | Add | +1.46 pp | +13.3% sh | 2025Q4→2026Q1 |
| NKE | Reduce | −0.24 pp | −94.6% sh | 2025Q4→2026Q1 |