OpCo 13F-HR changes
How operating companies’ stock holdings changed last quarter: a new stake, weight up, weight down, still held or closed. These are strategic stakes, not trades. Latest holdings are on OpCo 13F-HR.
Narrative
Newest filed first
| Ticker | Narrative | Company | Δ weight | Detail | Period |
|---|---|---|---|---|---|
| 3 Nov 1 | |||||
| National Storage Affi… | Closed | Cincinnati Financial | −0.07% | was 0.07% | Q2→Q3 |
| 10 Aug 1 | |||||
| OPAD | Closed | First American Financial | −0.91% | was 0.91% | Q1→Q2 |
Changes are worked out the same way as on Activity. “Still held” means the stake was kept and its weight moved less than 1%. What the featured managers bought and sold is on Activity. Not investment advice.