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.
still held
narrative
newest filed first · soft labels · open company or period
| ticker | narrative | company | Δ weight | detail | period |
|---|---|---|---|---|---|
| 7 Aug 1 | |||||
| FIHL | still held | Travelers Companies | −0.15% | kept · 99.9% | Q1→Q2 |
| 6 Aug 1 | |||||
| TMO | still held | Cincinnati Financial | +0.05% | kept · 0.82% | Q1→Q2 |
| 6 Jul 4 | |||||
| MKC | still held | Old Republic International | +0.61% | kept · 1.2% | Q1→Q2 |
| CSCO | still held | Old Republic International | +0.32% | kept · 2.8% | Q1→Q2 |
| ITW | still held | Old Republic International | −0.28% | kept · 1.1% | Q1→Q2 |
| TXN | still held | Old Republic International | +0.09% | kept · 2.6% | 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.