Investors who own more than 5% of a class must file a Schedule 13D or 13G. The latest filing for each security since 12/18/2024, newest first.

Issuer % of Class Filed
Apa Corporation 13G/A
APA · 03743Q108
9.0% 8/12/2026
Event 6/30/2026
F5, Inc. 13G/A
FFIV · 315616102
3.7% 8/12/2026
Event 6/30/2026
Workday, Inc. 13G/A
WDAY · 98138H101
6.3% 8/12/2026
Event 6/30/2026
Global Indemnity Group, LLC 13G/A
GBLI · 37959R103
7.7% 8/12/2026
Event 6/30/2026
National CineMedia, Inc. 13G/A
NCMI · 635309206
10.1% 8/12/2026
Event 6/30/2026
NOV Inc. 13G/A
NOV · 62955J103
4.1% 5/15/2026
Event 3/31/2026
WPP plc 13G
WPP · 92937A102
7.6% 5/15/2026
Event 3/31/2026
Seritage Growth Properties 13G/A
SRG · 81752R100
5.6% 5/15/2026
Event 3/31/2026
Ecovyst Inc. 13G/A
ECVT · 27923Q109
4.9% 5/8/2026
Event 3/31/2026
OLIN Corporation 13G/A
OLN · 680665205
13.4% 2/17/2026
Event 12/31/2025
Stagwell Inc 13G/A
STGW · 85256A109
8.1% 11/14/2025
Event 9/30/2025
Star Equity Holdings, Inc. 13G/A
STRR · 443787205
0.3% 10/7/2025
Event 9/30/2025
Kosmos Energy Ltd. 13G/A
KOS · 500688106
4.4% 8/13/2025
Event 6/30/2025
Adient plc 13G/A
ADNT · G0084W101
3.9% 8/13/2025
Event 6/30/2025
RMR Group Inc. 13G/A
RMR · 74967R106
4.3% 5/14/2025
Event 3/31/2025
Petmed Express Inc 13G/A
PETS · 716382106
4.7% 2/14/2025
Event 12/31/2024