This page follows MILFORD FUNDS LTD’s institutional portfolio moves as they show up in the fund’s quarterly Form 13F filings with the SEC. Each 13F is a snapshot of long U.S. equity positions as of quarter-end, not a trade-by-trade record, so the moves below reflect what changed between filings rather than when any specific trade … Read more
This page tracks Permian Investment Partners, LP’s institutional portfolio moves as disclosed in its Form 13F filings with the SEC, updated every quarter as new filings become public. Because a 13F is a quarterly snapshot of long U.S. equity holdings rather than a trade-by-trade ledger, the figures below reflect reported position sizes at quarter-end rather … Read more