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.
narrative
newest filed first · soft labels · open company or period
| ticker | narrative | company | Δ weight | detail | period |
|---|---|---|---|---|---|
| 10 Aug 1 | |||||
| OPAD | closed | First American Financial | −0.91% | was 0.91% | Q1→Q2 |
| 6 Aug 2 | |||||
| HON | closed | Cincinnati Financial | −3.81% | was 3.8% | Q1→Q2 |
| LRCX | closed | Cincinnati Financial | −0.64% | was 0.64% | Q1→Q2 |
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.