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 up
Narrative
Newest filed first
| Ticker | Narrative | Company | Δ weight | Detail | Period |
|---|---|---|---|---|---|
| 26 Oct 1 | |||||
| CBRS | Weight up | Johnson & Johnson | +1.52% | +140.1% sh | Q2→Q3 |
| 3 Aug 1 | |||||
| ASMB | Weight up | Gilead Sciences | +2.39% | +10.5% 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.