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.
new stake
Narrative
Newest filed first
| Ticker | Narrative | Company | Δ weight | Detail | Period |
|---|---|---|---|---|---|
| 7 Aug 3 | |||||
| TRDA | New stake | Merck & Co | +2.43% | opened 2.4% | Q1→Q2 |
| STRO | New stake | Merck & Co | +1.72% | opened 1.7% | Q1→Q2 |
| Evaxion Biotech A/s | New stake | Merck & Co | +0.71% | opened 0.71% | 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.