13F filings
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement May 16, 2022 by Larry Kochard · across every show →
Everything said about 13F filings, oldest first
May 16, 2022 positive
Makena mechanically clones its public managers' top 13F positions internally
“Second, we have a portfolio where we size up our top underlying portfolio positions from our public managers, and we do it strictly based on the ThirteenF filings. It's not completely mechanical, but it's relatively mechanical.”