Quarterly 13F snapshot: US-listed longs only, no performance figures — 13F data cannot support them.
Reported portfolio value by quarter (3 quarters reported)
$37.4M in Q2 2013 → — now. Hover for any quarter.
As reported for the quarter ended December 31, 2013. Activity is the change in share count since the prior quarter's filing.
| Holding | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| 0 0 | NaN% | New | 0 | — |
What changed each quarter, from the filings' own share counts. Largest moves first; most recent 2 quarters.
quarter ended December 31, 2013 · filed February 14, 2014
| Company | Action | Shares changed | Value of change | % of portfolio |
|---|---|---|---|---|
| AH Av Homes Inc | Exited | −2,107,762 | −$36.8M | — |
| 0 0 | New | +0 | — | — |
quarter ended September 30, 2013 · filed November 14, 2013
No position changes this quarter.
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