Follow-The-Filings

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.

2 shown filed through 7 Aug

weight down

new stake 12 weight up 0 weight down 2 closed 3 still held 1
latest books narrative
all today 7d 14d
reset
all 81 tech treasury 18 insurance float 42 conglomerate 6 pharma 15 retail 0 payments 0 industrial 0

narrative

newest filed first · soft labels · open company or period

ticker narrative company Δ weight detail period
7 Aug 1
RVMD weight down Alphabet −7.42% −10.5% sh Q1→Q2
13 Jul 1
ITOT weight down Cisco Systems −9.05% −5.5% sh 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.