This new position, accounting for 4.83% of the fund’s reportable assets, is no mere transaction. It is a declaration of faith in an industry where electric dreams clash with the grim arithmetic of net losses. The top holdings now read like a ledger of modern grail quests: Nvidia ($29.7M, 21.0%), Taiwan Semiconductor ($14.7M, 10.3%), and XPeng ($8.2M, 5.8%). A portfolio, one might say, of alchemists chasing gold in the silicon age.
Per the sacred scrolls of SEC filings, these custodians executed their liquidation during the third quarter, severing ties with a company whose ceiling tiles and wall systems have sheltered countless edifices. One might ponder: did they perceive decay in the mortar of Armstrong’s prosperity, or merely seek fresher altars upon which to sacrifice their capital? Their remaining holdings-RSI, PRIM, LULU, NVRI-now shimmer with the promise of untapped narratives, while Armstrong joins the pantheon of discarded theses.
According to a recent filing with the Securities and Exchange Commission, the fund’s decision to relinquish its entire stake in Brightstar Lottery was executed with precision and finality. Prior to this, the holding constituted 9.8% of the fund’s 13F AUM as of June 2025, a proportion that now lies entirely in the past.
In an SEC filing that seemed to whisper amid the clamor of the week, 1060 Capital disclosed that in the third quarter, it had divested itself entirely of MYR Group, unloading 32,500 shares. The total transaction, set against the backdrop of the quarter’s average pricing, amounted to $5.9 million. It was a shift not in the tide, but in the nature of the currents themselves. The position, once holding weight and promise, was now reduced to naught-an unspoken, almost imperceptible departure, leaving no trace behind but the memory of what had been.
All this, of course, is wrapped up in a sleek digital platform that promises to make financial management as effortless as an afternoon stroll in the park. Dave isn’t just a bank; it’s a vision for the future, a future where technology rules the roost and customers need never worry about fees or the tyranny of old-fashioned financial products.
Buying securities directly on a public exchange, rather than through private or company-arranged transactions.
The fund, ever the stage manager, reported 70 total positions, a collection of investments as varied as the characters in a comedy of errors. Yet, this new act-ACM Research-drew the spotlight, representing 2.66% of Seldon’s 13F AUM, a percentage as significant as a soliloquy in a farce.
As recorded in the sacred scrolls of the Securities and Exchange Commission, our protagonists at 4D Advisors concluded their dalliance with Masimo by casting off 45,000 shares into the void. This liquidation, valued at approximately $7,569,900, was executed with the precision of a surgeon’s scalpel-or perhaps a fleeing actor’s haste from a collapsing stage set.
It’s a curious arithmetic-the transaction, weighted at an average of $31.34 per share, a slightly higher whisper than the market close of $30.42-manages to toe the line between pragmatism and sentimental peak. While such sale sizes echo the paltry median of recent trading scores, the question lurks: is Hao merely humming along the financial scale, or orchestrating a more intricate symphony?