Each page below reconstructs one manager's reported long-equity book from its own Form 13F-HR filings, read straight from the structured XML that EDGAR renders its filing pages from. Every page carries the same five views: concentration over time, composition by quarter, a position matrix, a quarter-over-quarter diff, and a sortable holdings table with CSV export.
Position changes are measured in share count, not dollar value — value conflates the manager's trading with the market's price move, and the two routinely disagree in sign. A 13F shows only long US-listed equity positions as of quarter-end, filed up to 45 days later: shorts, cash, credit, non-US listings, and intra-quarter trades never appear. Informational only — not investment advice.