OpCo 13F-HR · 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.

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OpCo 13F-HR changes·weight down

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new stake 0 weight up 0 weight down 0 closed 0 still held 0

narrative

newest filed first · soft labels · open company or period

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OpCo 13F-HR narrative uses the same QoQ math as featured Activity, with softer labels. “Still held” = kept stake with <1 pp weight change. Featured New/Exit/Add/Reduce stays on Activity. Not investment advice.