Federal contracts
$3Mcommitted so far
Aircraft tools iaw the attached BPA SOW
The Defense Department has committed $3M to MSC Industrial Direct so far. It runs until Oct 29, 2026.
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Holdings as of Sep 30, 2025 (Q3 2025) · Filed Nov 19, 2025
13 tracked managers disclosed the same change for Q3 2025. From a 13F filed Nov 19, 2025 covering holdings at Sep 30, 2025 — a quarter-end snapshot, not a live trade.
Written from the filing's own figures. OQRO describes what was reported and never tells you what to buy or sell.
Reduced
Compared with the manager's Q2 2025 13F
346,000
26,500
−92.3%
Share count drives classification; reported value also moves with price
0.06%
Within the filing's reported positions, not the manager's total assets
13
For Q3 2025
Federal contracts
Aircraft tools iaw the attached BPA SOW
The Defense Department has committed $3M to MSC Industrial Direct so far. It runs until Oct 29, 2026.
Fund moves
6 tracked managers disclosed the same change for Q3 2025. From a 13F filed Nov 14, 2025 covering holdings at Sep 30, 2025 — a quarter-end snapshot, not a live trade.
Fund moves
13 tracked managers disclosed the same change for Q3 2025. From a 13F filed Nov 14, 2025 covering holdings at Sep 30, 2025 — a quarter-end snapshot, not a live trade.
Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.