观石录 · 13D/G 举牌信号

观石录 · 13D/G 举牌信号 https://stonerecord.wang/rss-signals.xml 跟踪机构的 SEC 13D/G 大额持股披露——比 13F 快约 40 天的建仓信号 zh-CN Lingotto SCHEDULE 13G/A → VAL，持股 3.48% https://stonerecord.wang/stock/VAL svt-13dg-https://www.sec.gov/Archives/edgar/data/1732768/000117266126003192/0001172661-26-003192-index.html Lingotto 提交大额持股(13G)披露：Valaris Limited，持股 3.48%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 10 Aug 2026 00:00:00 +0000 Lingotto SCHEDULE 13G/A → VEON，持股 7.12% https://stonerecord.wang/stock/VEON svt-13dg-https://www.sec.gov/Archives/edgar/data/1732768/000117266126003189/0001172661-26-003189-index.html Lingotto 提交大额持股(13G)披露：VEON Ltd.，持股 7.12%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 10 Aug 2026 00:00:00 +0000 Durable SCHEDULE 13G/A → GSHD，持股 10.8% https://stonerecord.wang/stock/GSHD svt-13dg-https://www.sec.gov/Archives/edgar/data/1798849/000199937126017421/0001999371-26-017421-index.html Durable 提交大额持股(13G)披露：Goosehead Insurance, Inc.，持股 10.8%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 07 Aug 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → DNLI，持股 7.54% https://stonerecord.wang/stock/DNLI svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000056/0001088875-26-000056-index.html Baillie Gifford 提交大额持股(13G)披露：Denali Therapeutics Inc.，持股 7.54%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 04 Aug 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → COUR，持股 5.4% https://stonerecord.wang/stock/COUR svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000055/0001088875-26-000055-index.html Baillie Gifford 提交大额持股(13G)披露：Coursera, Inc.，持股 5.4%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 04 Aug 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → CPNG，持股 4.81% https://stonerecord.wang/stock/CPNG svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000054/0001088875-26-000054-index.html Baillie Gifford 提交大额持股(13G)披露：Coupang, Inc.，持股 4.81%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 04 Aug 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → ELF，持股 11.9% https://stonerecord.wang/stock/ELF svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000053/0001088875-26-000053-index.html Baillie Gifford 提交大额持股(13G)披露：e.l.f. Beauty, Inc.，持股 11.9%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 04 Aug 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G → BSP，持股 15.23% https://stonerecord.wang/stock/BSP svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000052/0001088875-26-000052-index.html Baillie Gifford 提交大额持股(13G)披露：Bending Spoons S.p.A.，持股 15.23%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 03 Aug 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → SCI，持股 4.02% https://stonerecord.wang/stock/SCI svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000051/0001088875-26-000051-index.html Baillie Gifford 提交大额持股(13G)披露：SERVICE CORP INTERNATIONAL，持股 4.02%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 03 Aug 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → NU，持股 6.0% https://stonerecord.wang/stock/NU svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000050/0001088875-26-000050-index.html Baillie Gifford 提交大额持股(13G)披露：Nu Holdings Ltd.，持股 6.0%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 03 Aug 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G → WIX，持股 6.1% https://stonerecord.wang/stock/WIX svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000049/0001088875-26-000049-index.html Baillie Gifford 提交大额持股(13G)披露：Wix.com Ltd.，持股 6.1%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 03 Aug 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G → QXO，持股 6.6% https://stonerecord.wang/stock/QXO svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000048/0001088875-26-000048-index.html Baillie Gifford 提交大额持股(13G)披露：QXO, Inc.，持股 6.6%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 03 Aug 2026 00:00:00 +0000 Horizon Kinetics SCHEDULE 13G/A → SJT，持股 16.1% https://stonerecord.wang/stock/SJT svt-13dg-https://www.sec.gov/Archives/edgar/data/1056823/000105682326000021/0001056823-26-000021-index.html Horizon Kinetics 提交大额持股(13G)披露：SAN JUAN BASIN ROYALTY TRUST，持股 16.1%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 31 Jul 2026 00:00:00 +0000 Horizon Kinetics SCHEDULE 13G/A → LB，持股 20.9% https://stonerecord.wang/stock/LB svt-13dg-https://www.sec.gov/Archives/edgar/data/1056823/000105682326000020/0001056823-26-000020-index.html Horizon Kinetics 提交大额持股(13G)披露：LandBridge Co LLC，持股 20.9%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Wed, 29 Jul 2026 00:00:00 +0000 Horizon Kinetics SCHEDULE 13G → EROK，持股 6.9% https://stonerecord.wang/stock/EROK svt-13dg-https://www.sec.gov/Archives/edgar/data/1056823/000105682326000019/0001056823-26-000019-index.html Horizon Kinetics 提交大额持股(13G)披露：EagleRock Land, LLC，持股 6.9%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 27 Jul 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → MRNA，持股 4.6% https://stonerecord.wang/stock/MRNA svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000046/0001088875-26-000046-index.html Baillie Gifford 提交大额持股(13G)披露：Moderna, Inc.，持股 4.6%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 24 Jul 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → NET，持股 4.6% https://stonerecord.wang/stock/NET svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000045/0001088875-26-000045-index.html Baillie Gifford 提交大额持股(13G)披露：Cloudflare, Inc.，持股 4.6%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 24 Jul 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → TEAM1EUR，持股 2.3% https://stonerecord.wang/stock/TEAM1EUR svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000044/0001088875-26-000044-index.html Baillie Gifford 提交大额持股(13G)披露：Atlassian Corp，持股 2.3%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 24 Jul 2026 00:00:00 +0000 Horizon Kinetics SCHEDULE 13G → WHK，持股 6.8% https://stonerecord.wang/stock/WHK svt-13dg-https://www.sec.gov/Archives/edgar/data/1056823/000105682326000018/0001056823-26-000018-index.html Horizon Kinetics 提交大额持股(13G)披露：WhiteHawk Minerals Corp.，持股 6.8%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Thu, 23 Jul 2026 00:00:00 +0000 Voss SCHEDULE 13G/A → RNTX，持股 6.6% https://stonerecord.wang/stock/RNTX svt-13dg-https://www.sec.gov/Archives/edgar/data/1730145/000206075726000043/0002060757-26-000043-index.html Voss 提交大额持股(13G)披露：Rein Therapeutics, Inc.，持股 6.6%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 14 Jul 2026 00:00:00 +0000 Voss SCHEDULE 13G/A → GENI，持股 2.4% https://stonerecord.wang/stock/GENI svt-13dg-https://www.sec.gov/Archives/edgar/data/1730145/000206075726000042/0002060757-26-000042-index.html Voss 提交大额持股(13G)披露：Genius Sports Ltd，持股 2.4%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 14 Jul 2026 00:00:00 +0000 Voss SCHEDULE 13G/A → FIVN，持股 6.4% https://stonerecord.wang/stock/FIVN svt-13dg-https://www.sec.gov/Archives/edgar/data/1730145/000206075726000041/0002060757-26-000041-index.html Voss 提交大额持股(13G)披露：Five9, Inc.，持股 6.4%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 14 Jul 2026 00:00:00 +0000 Voss SCHEDULE 13G/A → CSR，持股 7.7% https://stonerecord.wang/stock/CSR svt-13dg-https://www.sec.gov/Archives/edgar/data/1730145/000206075726000040/0002060757-26-000040-index.html Voss 提交大额持股(13G)披露：CENTERSPACE，持股 7.7%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 14 Jul 2026 00:00:00 +0000 Voss SCHEDULE 13G/A → ALTG，持股 3.5% https://stonerecord.wang/stock/ALTG svt-13dg-https://www.sec.gov/Archives/edgar/data/1730145/000206075726000039/0002060757-26-000039-index.html Voss 提交大额持股(13G)披露：ALTA EQUIPMENT GROUP INC.，持股 3.5%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 14 Jul 2026 00:00:00 +0000 Durable SCHEDULE 13G → BSP，持股 7.3% https://stonerecord.wang/stock/BSP svt-13dg-https://www.sec.gov/Archives/edgar/data/1798849/000200032426002849/0002000324-26-002849-index.html Durable 提交大额持股(13G)披露：Bending Spoons S.p.A.，持股 7.3%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Thu, 09 Jul 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G/A → ODD，持股 22.4% https://stonerecord.wang/stock/ODD svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000041/0001088875-26-000041-index.html Baillie Gifford 提交大额持股(13G)披露：Oddity Tech Ltd，持股 22.4%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Thu, 02 Jul 2026 00:00:00 +0000 Voss SCHEDULE 13G → TDOC，持股 5.0% https://stonerecord.wang/stock/TDOC svt-13dg-https://www.sec.gov/Archives/edgar/data/1730145/000206075726000037/0002060757-26-000037-index.html Voss 提交大额持股(13G)披露：Teladoc Health, Inc.，持股 5.0%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 22 Jun 2026 00:00:00 +0000 Kopernik SCHEDULE 13G → CRESY，持股 6.38% https://stonerecord.wang/stock/CRESY svt-13dg-https://www.sec.gov/Archives/edgar/data/1599814/000093041326001916/0000930413-26-001916-index.html Kopernik 提交大额持股(13G)披露：CRESUD INC，持股 6.38%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Thu, 18 Jun 2026 00:00:00 +0000 Pershing Square SCHEDULE 13D/A → HHH，持股 46.7% https://stonerecord.wang/stock/HHH svt-13dg-https://www.sec.gov/Archives/edgar/data/1336528/000114036126024479/0001140361-26-024479-index.html Pershing Square 提交主动持股(13D)披露：Howard Hughes Holdings Inc.，持股 46.7%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 08 Jun 2026 00:00:00 +0000 Kopernik SCHEDULE 13G/A → SEA1EUR，持股 10.26% https://stonerecord.wang/stock/SEA1EUR svt-13dg-https://www.sec.gov/Archives/edgar/data/1599814/000093041326001800/0000930413-26-001800-index.html Kopernik 提交大额持股(13G)披露：Seabridge Gold Inc.，持股 10.26%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Thu, 04 Jun 2026 00:00:00 +0000 Baillie Gifford SCHEDULE 13G → WSE，持股 10.53% https://stonerecord.wang/stock/WSE svt-13dg-https://www.sec.gov/Archives/edgar/data/1088875/000108887526000038/0001088875-26-000038-index.html Baillie Gifford 提交大额持股(13G)披露：Wise Group plc，持股 10.53%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Wed, 03 Jun 2026 00:00:00 +0000 Starboard SCHEDULE 13D/A → QRVO，持股 6.4% https://stonerecord.wang/stock/QRVO svt-13dg-https://www.sec.gov/Archives/edgar/data/1517137/000119380526000738/0001193805-26-000738-index.html Starboard 提交主动持股(13D)披露：Qorvo, Inc.，持股 6.4%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Tue, 02 Jun 2026 00:00:00 +0000 Horizon Kinetics SCHEDULE 13D/A → MIAX，持股 7.8% https://stonerecord.wang/stock/MIAX svt-13dg-https://www.sec.gov/Archives/edgar/data/1056823/000105682326000016/0001056823-26-000016-index.html Horizon Kinetics 提交主动持股(13D)披露：MIAMI INTERNATIONAL HOLDINGS, INC.，持股 7.8%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Thu, 21 May 2026 00:00:00 +0000 Voss SCHEDULE 13D/A → PAR，持股 14.3% https://stonerecord.wang/stock/PAR svt-13dg-https://www.sec.gov/Archives/edgar/data/1730145/000206075726000032/0002060757-26-000032-index.html Voss 提交主动持股(13D)披露：PAR TECHNOLOGY CORP，持股 14.3%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Mon, 18 May 2026 00:00:00 +0000 TCI SCHEDULE 13G/A → MCO，持股 8.21% https://stonerecord.wang/stock/MCO svt-13dg-https://www.sec.gov/Archives/edgar/data/1647251/000090266426002468/0000902664-26-002468-index.html TCI 提交大额持股(13G)披露：Moody's Corporation，持股 8.21%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Berkshire SCHEDULE 13G/A → LILA，持股 0.0% https://stonerecord.wang/stock/LILA svt-13dg-https://www.sec.gov/Archives/edgar/data/1067983/000119312526227203/0001193125-26-227203-index.html Berkshire 提交大额持股(13G)披露：LIBERTY LATIN AMERICA LTD，持股 0.0%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Berkshire SCHEDULE 13G → NYT，持股 9.4% https://stonerecord.wang/stock/NYT svt-13dg-https://www.sec.gov/Archives/edgar/data/1067983/000119312526227126/0001193125-26-227126-index.html Berkshire 提交大额持股(13G)披露：NEW YORK TIMES CO，持股 9.4%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Berkshire SCHEDULE 13G/A → STZ，持股 0.4% https://stonerecord.wang/stock/STZ svt-13dg-https://www.sec.gov/Archives/edgar/data/1067983/000119312526227122/0001193125-26-227122-index.html Berkshire 提交大额持股(13G)披露：CONSTELLATION BRANDS, INC.，持股 0.4%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Berkshire SCHEDULE 13G/A → POOL，持股 0.0% https://stonerecord.wang/stock/POOL svt-13dg-https://www.sec.gov/Archives/edgar/data/1067983/000119312526227107/0001193125-26-227107-index.html Berkshire 提交大额持股(13G)披露：POOL CORPORATION，持股 0.0%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Berkshire SCHEDULE 13G/A → CI，持股 4.2% https://stonerecord.wang/stock/CI svt-13dg-https://www.sec.gov/Archives/edgar/data/1067983/000119312526227102/0001193125-26-227102-index.html Berkshire 提交大额持股(13G)披露：CHEVRON CORPORATION，持股 4.2%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Berkshire SCHEDULE 13G/A → DPZ，持股 0.0% https://stonerecord.wang/stock/DPZ svt-13dg-https://www.sec.gov/Archives/edgar/data/1067983/000119312526227100/0001193125-26-227100-index.html Berkshire 提交大额持股(13G)披露：DOMINO'S PIZZA, INC.，持股 0.0%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Berkshire SCHEDULE 13G → DAL，持股 6.1% https://stonerecord.wang/stock/DAL svt-13dg-https://www.sec.gov/Archives/edgar/data/1067983/000119312526227087/0001193125-26-227087-index.html Berkshire 提交大额持股(13G)披露：DELTA AIR LINES, INC.，持股 6.1%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Akre SCHEDULE 13G → CCCS，持股 5.2% https://stonerecord.wang/stock/CCCS svt-13dg-https://www.sec.gov/Archives/edgar/data/1112520/000091957426003207/0000919574-26-003207-index.html Akre 提交大额持股(13G)披露：CCC Intelligent Solutions Holdings Inc.，持股 5.2%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Durable SCHEDULE 13G/A → FOUR，持股 7.6% https://stonerecord.wang/stock/FOUR svt-13dg-https://www.sec.gov/Archives/edgar/data/1798849/000200032426001940/0002000324-26-001940-index.html Durable 提交大额持股(13G)披露：Shift4 Payments, Inc.，持股 7.6%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Durable SCHEDULE 13G/A → CIGI，持股 1.7% https://stonerecord.wang/stock/CIGI svt-13dg-https://www.sec.gov/Archives/edgar/data/1798849/000200032426001939/0002000324-26-001939-index.html Durable 提交大额持股(13G)披露：Colliers International Group Inc.，持股 1.7%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Durable SCHEDULE 13G/A → RBC，持股 7.2% https://stonerecord.wang/stock/RBC svt-13dg-https://www.sec.gov/Archives/edgar/data/1798849/000200032426001938/0002000324-26-001938-index.html Durable 提交大额持股(13G)披露：RBC Bearings Incorporated，持股 7.2%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Fundsmith SCHEDULE 13G/A → SABR，持股 2.3% https://stonerecord.wang/stock/SABR svt-13dg-https://www.sec.gov/Archives/edgar/data/1569205/000156920526000008/0001569205-26-000008-index.html Fundsmith 提交大额持股(13G)披露：SABRE CORP，持股 2.3%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Fundsmith SCHEDULE 13G/A → WAT，持股 4.4% https://stonerecord.wang/stock/WAT svt-13dg-https://www.sec.gov/Archives/edgar/data/1569205/000156920526000007/0001569205-26-000007-index.html Fundsmith 提交大额持股(13G)披露：WATERS CORP，持股 4.4%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Lingotto SCHEDULE 13G/A → SBSW，持股 5.32% https://stonerecord.wang/stock/SBSW svt-13dg-https://www.sec.gov/Archives/edgar/data/1732768/000117266126002053/0001172661-26-002053-index.html Lingotto 提交大额持股(13G)披露：Sibanye Stillwater Ltd，持股 5.32%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000 Harris (Oakmark) SCHEDULE 13G/A → WEN，持股 3.1% https://stonerecord.wang/stock/WEN svt-13dg-https://www.sec.gov/Archives/edgar/data/813917/000081391726000037/0000813917-26-000037-index.html Harris (Oakmark) 提交大额持股(13G)披露：The Wendy's Company，持股 3.1%。13D 须在 5 个工作日内披露，比 13F 快约 40 天。 Fri, 15 May 2026 00:00:00 +0000