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This divestment, though modest in proportion (3.7% of the original holding), is not a mere arithmetic exercise. It is a reflection, perhaps, of the recursive algorithms that govern both stock prices and the human mind. The remaining 5.7% weighting in Hood River’s portfolio-a figure that hovers like a shadow in the margins-suggests a lingering fascination with the company’s digital infrastructure, its labyrinths of data centers and GPU-powered computations. One might imagine the fund’s managers as cartographers mapping a shifting terrain where AI and HPC workloads intersect, their maps perpetually redrawn by the whims of the market.

The day’s dance was choreographed by the erratic pulse of Venezuela’s oil market, where the tides turned swiftly, embracing the prelude of an oilfield-services renaissance. Investors stood vigil, their eyes fixed on the horizon, awaiting SLB’s upcoming revelations that would hint at the spending whims of 2026.

The firm reported ownership of 135,360 shares, representing an estimated $6.88 million position as of September 30, according to a filing with the Securities and Exchange Commission dated November 13.

According to the sacred scrolls of the SEC, our guild’s ledger now shows a 475,844-share reduction in QYLD during the fourth quarter. The value of this alchemical exchange-$8.28 million-was calculated using the quarterly average price, a method as precise as a blindfolded squirrel tossing acorns into a well.² ² Or, as the Unseen University of Coders might say, “a guess with confidence and a spreadsheet.”

Per an SEC filing that probably took six interns and a caffeine IV to complete, these geniuses now hold 287,198 UITB shares totaling $13.65 million. Let’s just ignore the fact that this makes UITB their second-largest holding. I mean, who needs growth when you can have a 3% annual return that even my grandmother’s CD account could beat with a nap?

According to the parchment-stained scrolls of Monday’s SEC filings, Kopion’s stake in Magnite swelled by 367,858 shares quarter-over-quarter. Using the average closing price from the fourth quarter-because markets, like wizards, prefer to obfuscate-the transaction’s value is roughly $6.11 million. The fund now holds 614,459 shares, with the position’s total value climbing by $4.60 million, a sum that includes both new purchases and the alchemy of price fluctuations. ^[1]