Investors who own more than 5% of a class must file a Schedule 13D or 13G. Every filing since 12/18/2024, newest first.
| Issuer | % of Class | Filed |
|---|---|---|
|
Ecovyst Inc
13G
ECVT · 27923Q109
|
5.7% |
7/31/2026
Event 6/30/2026
|
|
Camping World Holdings Inc
13G/A
Amendment 1
CWH · 13462K109
|
4.0% |
7/31/2026
Event 6/30/2026
|
|
Omnicom Group Inc
13G/A
Amendment 1
OMC · 681919106
|
4.7% |
7/31/2026
Event 6/30/2026
|
|
Evergy Inc
13G/A
Amendment 1
EVRG · 30034W106
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
Casey's General Stores Inc
13G/A
Amendment 1
CASY · 147528103
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
F5 Inc
13G/A
Amendment 1
FFIV · 315616102
|
4.98% |
7/31/2026
Event 6/30/2026
|
|
HubSpot Inc
13G/A
Amendment 1
HUBS · 443573100
|
4.95% |
7/31/2026
Event 6/30/2026
|
|
Bright Horizons Family Solutions Inc
13G
BFAM · 109194100
|
5.1% |
7/31/2026
Event 6/30/2026
|
|
Allison Transmission Holdings Inc
13G/A
Amendment 1
ALSN · 01973R101
|
4.8% |
7/31/2026
Event 6/30/2026
|
|
Jack Henry & Associates Inc
13G
JKHY · 426281101
|
5.0% |
7/31/2026
Event 6/30/2026
|
|
Howard Hughes Holdings Inc
13G/A
Amendment 1
HHH · 44267T102
|
4.4% |
7/31/2026
Event 6/30/2026
|
|
Conagra Brands Inc
13G/A
Amendment 1
CAG · 205887102
|
6.2% |
7/31/2026
Event 6/30/2026
|
|
Applied Digital Corp
13G/A
Amendment 1
APLD · 038169207
|
4.8% |
7/31/2026
Event 6/30/2026
|
|
Blue Owl Capital Inc
13G/A
Amendment 1
OWL · 09581B103
|
4.1% |
7/31/2026
Event 6/30/2026
|
|
Organon & Co
13G/A
Amendment 1
OGN · 68622V106
|
5.8% |
7/31/2026
Event 6/30/2026
|
|
Lyft Inc
13G/A
Amendment 1
LYFT · 55087P104
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
Mettler-Toledo International Inc
13G
MTD · 592688105
|
5.0% |
7/31/2026
Event 6/30/2026
|
|
Autodesk Inc
13G
ADSK · 052769106
|
5.5% |
7/31/2026
Event 6/30/2026
|
|
M&T Bank Corp
13G/A
Amendment 1
MTB · 55261F104
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
Devon Energy Corp
13G/A
Amendment 1
DVN · 25179M103
|
4.98% |
7/31/2026
Event 6/30/2026
|
|
eBay Inc
13G/A
Amendment 1
EBAY · 278642103
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
Estee Lauder Cos Inc/The
13G
EL · 518439104
|
5.0% |
7/31/2026
Event 6/30/2026
|
|
Dollar General Corp
13G
DG · 256677105
|
5.2% |
7/31/2026
Event 6/30/2026
|
|
Encompass Health Corp
13G/A
Amendment 1
EHC · 29261A100
|
4.97% |
7/31/2026
Event 6/30/2026
|
|
HF Sinclair Corp
13G/A
Amendment 1
DINO · 403949100
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
Evercore Inc
13G
EVR · 29977A105
|
5.1% |
7/31/2026
Event 6/30/2026
|
|
Ashland Inc
13G
ASH · 044186104
|
5.4% |
7/31/2026
Event 6/30/2026
|
|
Ormat Technologies Inc
13G
ORA · 686688102
|
5.0% |
7/31/2026
Event 6/30/2026
|
|
Arrowhead Pharmaceuticals Inc
13G/A
Amendment 1
ARWR · 04280A100
|
4.5% |
7/31/2026
Event 6/30/2026
|
|
Graphic Packaging Holding Co
13G/A
Amendment 1
GPK · 388689101
|
4.98% |
7/31/2026
Event 6/30/2026
|
|
Goodyear Tire & Rubber Co/The
13G
GT · 382550101
|
5.0% |
7/31/2026
Event 6/30/2026
|
|
HealthEquity Inc
13G/A
Amendment 1
HQY · 42226A107
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
Lithia Motors Inc
13G/A
Amendment 1
LAD · 536797103
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
Capri Holdings Ltd
13G
CPRI · G1890L107
|
5.8% |
7/31/2026
Event 6/30/2026
|
|
Darling Ingredients Inc
13G
DAR · 237266101
|
5.3% |
7/31/2026
Event 6/30/2026
|
|
KB Home
13G
KBH · 48666K109
|
5.2% |
7/31/2026
Event 6/30/2026
|
|
Macy's Inc
13G/A
Amendment 1
M · 55616P104
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
Harley-Davidson Inc
13G
HOG · 412822108
|
5.4% |
7/31/2026
Event 6/30/2026
|
|
Kirby Corp
13G
KEX · 497266106
|
5.0% |
7/31/2026
Event 6/30/2026
|
|
Ensign Group Inc/The
13G/A
Amendment 1
ENSG · 29358P101
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
H&R Block Inc
13G/A
Amendment 1
HRB · 093671105
|
4.97% |
7/31/2026
Event 6/30/2026
|
|
Genpact Ltd
13G/A
Amendment 1
G · G3922B107
|
6.1% |
7/31/2026
Event 6/30/2026
|
|
Marzetti Company/The
13G
MZTI · 513847103
|
5.1% |
7/31/2026
Event 6/30/2026
|
|
Knife River Corp
13G
KNF · 498894104
|
5.1% |
7/31/2026
Event 6/30/2026
|
|
DigitalOcean Holdings Inc
13G/A
Amendment 1
DOCN · 25402D102
|
4.4% |
7/31/2026
Event 6/30/2026
|
|
Equitable Holdings Inc
13G/A
Amendment 1
EQH · 29452E101
|
4.9% |
7/31/2026
Event 6/30/2026
|
|
Nutanix Inc
13G/A
Amendment 1
NTNX · 67059N108
|
4.97% |
7/31/2026
Event 6/30/2026
|
|
Lantheus Holdings Inc
13G
LNTH · 516544103
|
5.1% |
7/31/2026
Event 6/30/2026
|
|
ACM Research Inc
13G
ACMR · 00108J109
|
5.3% |
7/31/2026
Event 6/30/2026
|
|
Outfront Media Inc
13G/A
Amendment 1
OUT · 69007J304
|
10.1% |
7/7/2026
Event 6/30/2026
|
|
Terreno Realty Corp
13G/A
Amendment 1
TRNO · 88146M101
|
10.2% |
7/7/2026
Event 6/30/2026
|
|
Teradata Corp
13G/A
Amendment 1
TDC · 88076W103
|
10.6% |
7/7/2026
Event 6/30/2026
|
|
InvenTrust Properties Corp
13G/A
Amendment 1
IVT · 46124J201
|
10.2% |
7/7/2026
Event 6/30/2026
|
|
Millrose Properties Inc
13G/A
Amendment 1
MRP · 601137102
|
10.1% |
6/4/2026
Event 5/29/2026
|
|
Broadstone Net Lease Inc
13G/A
Amendment 1
BNL · 11135E203
|
10.3% |
5/6/2026
Event 4/30/2026
|
|
Pacira BioSciences Inc
13G
PCRX · 695127100
|
6.4% |
5/1/2026
Event 3/31/2026
|
|
Ligand Pharmaceuticals Inc
13G
LGND · 53220K504
|
5.6% |
5/1/2026
Event 3/31/2026
|
|
Lazard Inc
13G
LAZ · 52110M109
|
5.3% |
5/1/2026
Event 3/31/2026
|
|
Gen Digital Inc
13G
GEN · 668771108
|
5.2% |
5/1/2026
Event 3/31/2026
|
|
Ziff Davis Inc
13G
ZD · 48123V102
|
6.2% |
4/29/2026
Event 3/31/2026
|
|
Zurn Elkay Water Solutions Corp
13G
ZWS · 98983L108
|
5.4% |
4/29/2026
Event 3/31/2026
|
|
Yelp Inc
13G
YELP · 985817105
|
8.6% |
4/29/2026
Event 3/31/2026
|
|
Zeta Global Holdings Corp
13G
ZETA · 98956A105
|
5.9% |
4/29/2026
Event 3/31/2026
|
|
Yext Inc
13G
YEXT · 98585N106
|
5.3% |
4/29/2026
Event 3/31/2026
|
|
Zillow Group Inc
13G
ZG · 98954M101
|
8.6% |
4/29/2026
Event 3/31/2026
|
|
Zebra Technologies Corp
13G
ZBRA · 989207105
|
5.7% |
4/29/2026
Event 3/31/2026
|
|
Zillow Group Inc
13G
Z · 98954M200
|
7.5% |
4/29/2026
Event 3/31/2026
|
|
Yum! Brands Inc
13G
YUM · 988498101
|
5.1% |
4/29/2026
Event 3/31/2026
|
|
Zoetis Inc
13G
ZTS · 98978V103
|
5.7% |
4/29/2026
Event 3/31/2026
|
|
Xylem Inc/NY
13G
XYL · 98419M100
|
5.3% |
4/29/2026
Event 3/31/2026
|
|
Zoom Communications Inc
13G
ZM · 98980L101
|
5.1% |
4/29/2026
Event 3/31/2026
|
|
Zions Bancorp NA
13G
ZION · 989701107
|
7.4% |
4/29/2026
Event 3/31/2026
|
|
Ultra Clean Holdings Inc
13G
UCTT · 90385V107
|
6.2% |
4/29/2026
Event 3/31/2026
|
|
Whitestone REIT
13G
WSR · 966084204
|
5.9% |
4/29/2026
Event 3/31/2026
|
|
Universal Health Realty Income Trust
13G
UHT · 91359E105
|
7.0% |
4/29/2026
Event 3/31/2026
|
|
Unisys Corp
13G
UIS · 909214306
|
5.3% |
4/29/2026
Event 3/31/2026
|
|
Wolverine World Wide Inc
13G
WWW · 978097103
|
6.0% |
4/29/2026
Event 3/31/2026
|
|
Trustmark Corp
13G
TRMK · 898402102
|
6.0% |
4/29/2026
Event 3/31/2026
|
|
Werner Enterprises Inc
13G
WERN · 950755108
|
5.9% |
4/29/2026
Event 3/31/2026
|
|
TG Therapeutics Inc
13G
TGTX · 88322Q108
|
5.3% |
4/29/2026
Event 3/31/2026
|
|
Tompkins Financial Corp
13G
TMP · 890110109
|
5.3% |
4/29/2026
Event 3/31/2026
|
|
United Community Banks Inc/GA
13G
UCB · 90984P303
|
6.8% |
4/29/2026
Event 3/31/2026
|
|
Terawulf Inc
13G
WULF · 88080T104
|
5.4% |
4/29/2026
Event 3/31/2026
|
|
Universal Corp/VA
13G
UVV · 913456109
|
7.1% |
4/29/2026
Event 3/31/2026
|
|
Workiva Inc
13G
WK · 98139A105
|
7.5% |
4/29/2026
Event 3/31/2026
|
|
Varonis Systems Inc
13G
VRNS · 922280102
|
6.5% |
4/29/2026
Event 3/31/2026
|
|
Veracyte Inc
13G
VCYT · 92337F107
|
5.7% |
4/29/2026
Event 3/31/2026
|
|
Viasat Inc
13G
VSAT · 92552V100
|
7.2% |
4/29/2026
Event 3/31/2026
|
|
Tri Pointe Homes Inc
13G
TPH · 87265H109
|
5.5% |
4/29/2026
Event 3/31/2026
|
|
TripAdvisor Inc
13G
TRIP · 896945201
|
5.8% |
4/29/2026
Event 3/31/2026
|
|
WisdomTree Inc
13G
WT · 97717P104
|
5.8% |
4/29/2026
Event 3/31/2026
|
|
Upbound Group Inc
13G
UPBD · 76009N100
|
7.0% |
4/29/2026
Event 3/31/2026
|
|
Westamerica BanCorp
13G
WABC · 957090103
|
7.3% |
4/29/2026
Event 3/31/2026
|
|
WaFd Inc
13G
WAFD · 938824109
|
6.4% |
4/29/2026
Event 3/31/2026
|
|
WD-40 Co
13G
WDFC · 929236107
|
7.8% |
4/29/2026
Event 3/31/2026
|
|
Veeco Instruments Inc
13G
VECO · 922417100
|
7.8% |
4/29/2026
Event 3/31/2026
|
|
Veris Residential Inc
13G
VRE · 554489104
|
8.6% |
4/29/2026
Event 3/31/2026
|
|
Walker & Dunlop Inc
13G
WD · 93148P102
|
6.1% |
4/29/2026
Event 3/31/2026
|
|
Two Harbors Investment Corp
13G
TWO · 90187B804
|
5.9% |
4/29/2026
Event 3/31/2026
|
|
Viavi Solutions Inc
13G
VIAV · 925550105
|
7.8% |
4/29/2026
Event 3/31/2026
|