Disagreement Dossier · Q2 2025
Nike Inc -cl B
2 tracked managers bought or added while 1 trimmed or exited in Q2 2025. These are disclosed position changes; the filings do not reveal why the managers disagreed.
Latticework Follow
Email me only when a reviewed weekly edition contains a material new decision about NKE: a new position, exit, or a large share-count change that also clears the size threshold. There may be quiet weeks.
Confirm by email. Manage or stop follows in one click. See our privacy notice.
1.4% current reported weight · 1.1% before → 1.4% after · filed 2025-08-14
-22.7% vs SPY · 63 sessions
SEC source ↗1.0% current reported weight · 0.0% before → 1.0% after · filed 2025-08-14
-22.7% vs SPY · 63 sessions
SEC source ↗1.6% prior reported weight · 1.6% before → 0.1% after · filed 2025-08-08
-21.6% vs SPY · 63 sessions
SEC source ↗Buy-side stakes use current reported weights; sell-side stakes use prior weights to show what was reduced. Both before and after are shown. Each stock return begins after that manager's filing, so observation windows can differ.
Eight-quarter decision map
Each row preserves the managers and their material reported action. A split means both sides acted in the same quarter; a one-sided row supplies the surrounding context.
Q2 2026
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ1 2026
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ4 2025
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ3 2025
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ2 2025
Split
Bought or added
Trimmed or exited
Q1 2025
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ4 2024
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsQ3 2024
One-sided
Bought or added
No material buysTrimmed or exited
No material sellsPublisher-ready
The compact widget refreshes with the filing data and links readers back to this evidence.
The disagreement score ranks the balance of opposing managers, decision breadth, portfolio stakes, and change magnitude. Later evidence compares each stock with SPY after disclosure; it does not estimate a manager's trade return.