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Quarter narrative

OpCo 13F-HR changes

How operating-company 13F-HR books shifted last quarter — strategic stakes, not hedge-fund “moves.” Soft language: new stake · weight up · weight down · still held · closed. Featured manager firehose stays on Activity. Latest books on OpCo 13F-HR.

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industrial

new stake 0 weight up 0 weight down 0 closed 0 still held 0
latest books narrative
all today 7d 14d
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all 81 tech treasury 18 insurance float 42 conglomerate 6 pharma 15 retail 0 payments 0 industrial 0

narrative

newest filed first · soft labels · open company or period

No OpCo 13F-HR book changes match these filters. Clear filters · OpCo 13F-HR

OpCo 13F-HR narrative uses the same QoQ math as featured Activity, with softer labels. “Still held” = kept stake with <1% weight change. Featured New/Exit/Add/Reduce stays on Activity. Not investment advice.