Follow-The-Filings

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.

20 companies of ~26 tracked filed through 7 Aug 82 shown

OpCo 13F-HR changes

82 shown
new stake 52 weight up 4 weight down 5 closed 11 still held 10
all today 7d 14d

narrative

newest filed first · soft labels · open company or period

ticker narrative company Δ weight detail period
6 Jul 4
MKC still held Old Republic International insurance float +0.61 pp kept · 1.2% Q1→Q2
CSCO still held Old Republic International insurance float +0.32 pp kept · 2.8% Q1→Q2
ITW still held Old Republic International insurance float −0.28 pp kept · 1.1% Q1→Q2
TXN still held Old Republic International insurance float +0.09 pp kept · 2.6% Q1→Q2
15 May 21
COHR new stake Nvidia tech treasury +10.10 pp opened 10.1% 2025Q4→2026Q1
URI new stake Cna Financial insurance float +6.92 pp opened 6.9% 2025Q4→2026Q1
ELV new stake Cna Financial insurance float +6.22 pp opened 6.2% 2025Q4→2026Q1
HPQ new stake Cna Financial insurance float +5.72 pp opened 5.7% 2025Q4→2026Q1
Amcor new stake Cna Financial insurance float +4.23 pp opened 4.2% 2025Q4→2026Q1
SYY new stake Cna Financial insurance float +1.52 pp opened 1.5% 2025Q4→2026Q1
AVTR new stake Cna Financial insurance float +1.00 pp opened 1.0% 2025Q4→2026Q1
Fg Imperii new stake Berkley W R insurance float +0.53 pp opened 0.5% 2025Q4→2026Q1
Xsolla Spac new stake Berkley W R insurance float +0.49 pp opened 0.5% 2025Q4→2026Q1
Gigcapital9 new stake Berkley W R insurance float +0.47 pp opened 0.5% 2025Q4→2026Q1
Digital Asset new stake Berkley W R insurance float +0.42 pp opened 0.4% 2025Q4→2026Q1
Praetorian Acquisition new stake Berkley W R insurance float +0.42 pp opened 0.4% 2025Q4→2026Q1
Lafayette Digital new stake Berkley W R insurance float +0.34 pp opened 0.3% 2025Q4→2026Q1
AMZN new stake Loews conglomerate +0.25 pp opened 0.3% 2025Q4→2026Q1
Amcor new stake Loews conglomerate +0.21 pp opened 0.2% 2025Q4→2026Q1
OMC new stake Loews conglomerate +0.18 pp opened 0.2% 2025Q4→2026Q1
URI new stake Loews conglomerate +0.18 pp opened 0.2% 2025Q4→2026Q1
VST new stake Loews conglomerate +0.09 pp opened 0.09% 2025Q4→2026Q1
Generate Biomedicines new stake Nvidia tech treasury +0.06 pp opened 0.06% 2025Q4→2026Q1
United Parks new stake Loews conglomerate +0.03 pp opened 0.03% 2025Q4→2026Q1
CRWV weight up Nvidia tech treasury +6.64 pp +94.5% sh 2025Q4→2026Q1
12 May 11
MRVL new stake Advanced Micro Devices tech treasury +3.72 pp opened 3.7% 2025Q4→2026Q1
Xanadu Quantum new stake Advanced Micro Devices tech treasury +0.88 pp opened 0.9% 2025Q4→2026Q1
AGMB new stake Pfizer pharma +0.34 pp opened 0.3% 2025Q4→2026Q1
ANTX closed Pfizer pharma −0.34 pp was 0.3% 2025Q4→2026Q1
SPY weight up White Mountains Insurance Group insurance float +35.29 pp +403.3% sh 2025Q4→2026Q1
VXUS weight up First American Financial insurance float +1.66 pp +0.7% sh 2025Q4→2026Q1
Oric Pharmaceuticals weight down Pfizer pharma +5.55 pp −11.1% sh 2025Q4→2026Q1
CELC weight down Pfizer pharma −1.61 pp −15.4% sh 2025Q4→2026Q1
VOO still held First American Financial insurance float −0.91 pp kept · 55.2% 2025Q4→2026Q1
Zura Bio still held Pfizer pharma +0.47 pp kept · 7.1% 2025Q4→2026Q1
Nextcure still held Pfizer pharma −0.30 pp kept · 0.6% 2025Q4→2026Q1
11 May 4
Vanguard St new stake Allstate insurance float +10.69 pp opened 10.7% 2025Q4→2026Q1
SNDK new stake Allstate insurance float +0.10 pp opened 0.1% 2025Q4→2026Q1
MSCI new stake Allstate insurance float +0.09 pp opened 0.09% 2025Q4→2026Q1
LITE new stake Allstate insurance float +0.05 pp opened 0.05% 2025Q4→2026Q1

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.