According to a piece of parchment filed with the SEC, this band of financial pioneers closed the book on Valaris entirely. Their 2.8% stake-once a proud feather in their cap-vanished quicker than a coon dog’s shadow at noon. The balance sheet now bears fresh ink for the period ending September 30, a date that’ll likely be remembered in their office as “the day we stopped whistlin’ past the graveyard.”
the Chairman dances with the market, buying when others flee. Or perhaps he’s simply playing chess with the devil, who, one suspects, is already ahead by two moves.
Bought 66,660 shares of WLY; estimated trade value of approximately $2.69 million based on the average price for the third quarter of 2025
The transaction, 18,311,570 shares of Avantor, was no mere wager but a calculated stroke of the pen. Greenhaven’s coffers now brim with these shares, their value unyielding at $228.53 million, as if the market had been instructed to pause its chaos for a moment.
Gimbal Financial, bless their contrarian hearts, decided to collect some financial detritus this autumn. Their 13F filing revealed a new 303,893-share position in FALN – bonds so déclassé they’d make a bankruptcy lawyer blush. These are the Wall Street equivalent of thrift store tuxedos: once investment-grade, now reclassified as high-yield “fallen angels” after their issuers tripped the credit equivalent of a fire alarm.
According to a filing with the U.S. Securities and Exchange Commission dated November 04, 2025, Gimbal Financial made an interesting play by initiating a new position in iShares MSCI Global Gold Miners ETF. They scooped up 76,223 shares, with an eye-popping price tag of $4.93 million. It’s not every day that a firm stirs the financial pot with such a hefty sum. After all, when the gold rush starts, even the most hesitant of investors find their shovels.
According to a filing submitted to the U.S. Securities and Exchange Commission on November 04, 2025, Yong Rong (HK) Asset Management Ltd liquidated its entire holding in Futu Holdings Limited during the third quarter. The firm sold approximately 478,200 shares, with an estimated transaction value of $59.1 million, reducing its position from 14.3% of AUM to zero. A tidy exit, one might say, though “tidy” is a word that makes me think of tax forms and funerals.
IVV, the elder of the two, carried the burden of a lower expense ratio like a farmer’s plow-steady, unyielding. Its dividends, though modest, fell like rain in a parched land. QQQ, meanwhile, wore its higher fees as a jeweler’s chain, gleaming with the promise of 30% returns in a single year, though its dividend yield was but a whisper. The numbers, like the dust on a forgotten ledger, told a tale of trade-offs: one for patience, the other for ambition.
VIG casts a WIDE net, hoarding a treasure trove of hundreds of holdings, while the well-heeled NOBL rides the S&P 500 express, handpicking 40 equally-weighted stocks, replete with sector caps that, let’s be real, hold both promise and risk.
The portfolio, a tapestry of 52 holdings, now carried the weight of this new conviction-3.28% of its $155.77 million soul devoted to a bank whose shares had danced 43.4% higher than the year before, outpacing even the S&P 500’s stately waltz. Yet among its top holdings stood giants with names like SEI and AOSL, their market values glinting like river coins: $7.31 million here, $6.74 million there-a mosaic of modern alchemy.