Disclosed 50 days after the transaction; reported as an official range, not an exact amount.
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Holdings as of Jun 30, 2026 (Q2 2026) · Filed Aug 14, 2026
From a 13F filed Aug 14, 2026 covering holdings at Jun 30, 2026 — 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
Increased
Compared with the manager's Q1 2026 13F
38,304
44,686
+16.7%
Share count drives classification; reported value also moves with price
0.04%
Within the filing's reported positions, not the manager's total assets
1
For Q2 2026
Disclosed 50 days after the transaction; reported as an official range, not an exact amount.
15K → 9,490 shares held−35% of their stake
Ferguson Enterprises's Chief Strategy Officer sold $1.2M of Ferguson Enterprises shares. Nobody planned it ahead of time.
Compensation award — excluded from discretionary-purchase analysis.