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.
OpCo 13F-HR changes
82 shownnarrative
newest filed first · soft labels · open company or period
| ticker | narrative | company | Δ weight | detail | period |
|---|---|---|---|---|---|
| 11 May 2 | |||||
| CDE | new stake | Allstate insurance float | +0.04 pp | opened 0.04% | 2025Q4→2026Q1 |
| COHR | new stake | Allstate insurance float | +0.04 pp | opened 0.04% | 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.