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.
weight down
Narrative
Newest filed first
| Ticker | Narrative | Company | Δ weight | Detail | Period |
|---|---|---|---|---|---|
| 10 Aug 2 | |||||
| VOO | Weight down | First American Financial | +2.16% | −4.6% sh | Q1→Q2 |
| VXUS | Weight down | First American Financial | −1.90% | −8.9% sh | Q1→Q2 |
| 3 Aug 1 | |||||
| VOO | Weight down | Globe Life | +1.25% | −2.3% sh | 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.