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What transpired beneath the surface was a complete severance-a relinquishing of roots in the fertile yet treacherous soil of targeted cancer therapy. The SEC’s quiet record bore witness to this act, documenting a loss of nearly a million and a half shares, each representing a spectral flicker of conviction now extinguished. With no holdings left, Nuvalent’s once vibrant foliage in the fund’s forest of assets faded into memory, leaving behind only the muted silence of abandonment.

13D Management-bless their financial heart-decided that Tripadvisor needed a little pick-me-up. They’ve acquired 300,000 shares during Q3 2025, adding to their portfolio in what could be called a very quiet, almost understated declaration of trust. Not a word about this in their previous quarterly report, mind you. Maybe they wanted us to be a little bit surprised. (You know, like a well-timed plot twist in a soap opera.)

Per an SEC filing that arrived like a passive-aggressive voicemail from the fund’s portfolio manager, Financial Sense Advisors trimmed its Whirlpool (WHR +0.19%) stake from 96,453 to 34,215 shares. That’s a 0.5% slice of its $586.7 million reportable pie. For context, that’s about the same as the annual budget of a small town-minus the fireworks.

Behold, the fund’s entire stake in Disc Medicine was sold during the third quarter of 2025, as per a filing with the Securities and Exchange Commission, dated November 14, 2025. The position, once a substantial 583,500 shares, now lies in ruins, reduced to naught, with a net loss of $30,902,160. A spectacle of financial theater, this full exit-akin to a tragic actor departing the stage mid-performance.