Sierra Legacy Group OLLI β€” OLLIES BARGAIN OUTLET HLDGS

Ownership history in Sierra Legacy Group  Β·  2 quarters on record

AI Ownership Summary

Sierra Legacy Group reported OLLIES BARGAIN OUTLET HLDGS (OLLI) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.38% in 2026 Q2. The latest visible filing shows OLLI at 0.38% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this OLLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sierra Legacy Group's position in OLLIES BARGAIN OUTLET HLDGS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

OLLI was reported at 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sierra Legacy Group held OLLI β€” position size vs. price
% of Fund (quarterly)    OLLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 6,308 +2,679 +73.8% 0.38% $485K 2026-07-17 $66.51
2026 Q1 INITIATED β€” β€” β€” 3,629 β€” β€” 0.25% $334K 2026-05-13 $74.22

FAQ About Sierra Legacy Group and OLLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sierra Legacy Group reported owning OLLI?

Sierra Legacy Group reported OLLI across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported OLLI position in Sierra Legacy Group's portfolio?

The largest reported portfolio weight for OLLI was 0.38% in 2026 Q2.

What is the latest reported OLLI position on this page?

The most recent filing on this page is 2026 Q2, when Sierra Legacy Group reported 6,308 shares, equal to 0.38% of portfolio, with an estimated market value of $485K.

What does the chart on this OLLI ownership page compare?

The chart compares Sierra Legacy Group's quarterly OLLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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