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The Activist Investor Insider

Filings dated August 15–31, 2026

All 10 free

Top 10 Activist Investors: September 1, 2026

6 of 24 tracked activists disclosed moves in SEC filings from August 15–31, 2026; Boaz Weinstein led with $5.6M of disclosed buying.

Activists tracked
24
Active this period
6
Filings reviewed
28
New 13D campaigns
0
Disclosed buying
$5.6M
Disclosed selling
$189M
1New

Boaz Weinstein

Saba Capital Management

Bought $5.6MSold $20.5M

  • NYLI CBRE Global Infrastructure Megatrends Term Fund

    MEGI
    SellReduced stake
    Shares
    536,577
    Value
    $8,150,605est.
    Date invested
    Aug 17, 2026
  • Japan Smaller Capitalization Fund, Inc.

    JOF
    BuyIncreased stake
    Shares
    283,809
    Value
    $3,584,508est.
    Date invested
    Aug 28, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    190,526
    Value
    $3,014,121
    Date invested
    Aug 13, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    104,309
    Value
    $1,591,755
    Date invested
    Aug 18, 2026
  • Bluerock Private Real Estate Fund

    BPRE
    BuyIncreased stake
    Governance changes
    Shares
    121,278
    Value
    $1,439,570est.
    Date invested
    Aug 26, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    92,174
    Value
    $1,430,540
    Date invested
    Aug 27, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    78,371
    Value
    $1,219,453
    Date invested
    Aug 26, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    69,761
    Value
    $1,062,460
    Date invested
    Aug 19, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    68,259
    Value
    $1,053,919
    Date invested
    Aug 17, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    66,500
    Value
    $1,020,110
    Date invested
    Aug 24, 2026
  • The Gabelli Healthcare & WellnessRx Trust

    GRX
    BuyIncreased stakeContext · not counted
    Shares
    100,578
    Value
    $1,010,809est.
    Date invested
    Aug 27, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    45,050
    Value
    $698,726
    Date invested
    Aug 14, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    33,500
    Value
    $516,235
    Date invested
    Aug 25, 2026
  • BlackRock ESG Capital Allocation Term Trust

    ECAT
    SellSold
    Shares
    30,239
    Value
    $457,818
    Date invested
    Aug 20, 2026
  • PIMCO Dynamic Income Strategy Fund

    PDX
    SellSold
    Shares
    13,396
    Value
    $291,631
    Date invested
    Aug 18, 2026
  • Gabelli Healthcare & WellnessRx Trust

    GRX
    BuyBought
    Shares
    24,102
    Value
    $244,153
    Date invested
    Aug 19, 2026
  • Ellsworth Growth & Income Fund Ltd

    ECF
    BuyBought
    Shares
    5,742
    Value
    $71,947
    Date invested
    Aug 21, 2026
  • Gabelli Healthcare & WellnessRx Trust

    GRX
    BuyBought
    Shares
    7,087
    Value
    $71,791
    Date invested
    Aug 21, 2026
  • Mexico Fund Inc

    MXF
    BuyBought
    Shares
    2,952
    Value
    $63,202
    Date invested
    Aug 13, 2026
  • Ellsworth Growth & Income Fund Ltd

    ECF
    BuyBought
    Shares
    3,900
    Value
    $48,711
    Date invested
    Aug 27, 2026
  • Gabelli Healthcare & WellnessRx Trust

    GRX
    BuyBought
    Shares
    4,340
    Value
    $43,617
    Date invested
    Aug 27, 2026
  • Ellsworth Growth & Income Fund Ltd

    ECF
    BuyBought
    Shares
    1,547
    Value
    $19,368
    Date invested
    Aug 20, 2026
  • Gabelli Healthcare & WellnessRx Trust

    GRX
    BuyBought
    Shares
    1,203
    Value
    $11,862
    Date invested
    Aug 14, 2026
  • New Germany Fund Inc

    GF
    BuyBought
    Shares
    300
    Value
    $3,360
    Date invested
    Aug 20, 2026
2New

Lauren Taylor Wolfe

Impactive Capital

Net sold $83.6M

  • Marriott Vacations Worldwide Corp

    VAC
    SellSold
    Shares
    750,000
    Value
    $83,617,500
    Date invested
    Aug 19, 2026
  • Marriott Vacations Worldwide Corp

    VAC
    SellReduced stakeContext · not counted
    Shares
    665,166
    Value
    $77,159,256est.
    Date invested
    Aug 19, 2026
3New

Carl Icahn

Icahn Enterprises

Net sold $41M

  • Jetblue Airways Corp

    JBLU
    SellReduced stake
    Shares
    8,129,833
    Value
    $40,974,358est.
    Date invested
    Aug 18, 2026
4New

Larry Robbins

Glenview Capital Management

Net sold $36.8M

  • Butterfly Network, Inc.

    BFLY
    SellReduced stake
    Shares
    4,148,578
    Value
    $36,756,401est.
    Date invested
    Aug 13, 2026
6New

Jeff Smith

Starboard Value

Filing updates, no valued trades

  • BILL Holdings, Inc.

    BILL
    UpdateStake update
    Shares
    —
    Value
    —
    Date invested
    Aug 20, 2026
7No movement shown for carry-over entries

Bill Ackman

Pershing Square Capital Management

Bought $5.03B

Carried overFrom earlier filings: no new filings this period, so this shows buys filed in the prior 90 days.

8No movement shown for carry-over entries

Daniel Loeb

Third Point

Bought $2B

Carried overFrom earlier filings: no new filings this period, so this shows buys filed in the prior 90 days.

9No movement shown for carry-over entries

Scott Ferguson

Sachem Head Capital Management

Bought $1.51B

Carried overFrom earlier filings: no new filings this period, so this shows buys filed in the prior 90 days.

10No movement shown for carry-over entries

Dan Gropper

Carronade Capital Management

Bought $767M

Carried overFrom earlier filings: no new filings this period, so this shows buys filed in the prior 90 days.

How to read values: plain figures are Form 4 transaction prices; est. = shares × the market close on the 13D event date; 13F = the fund's own quarterly 13F valuation, dated to the quarter. “Context” rows are shown but not counted, so the same purchase is never ranked twice. A dash means the filing gives no figure to show. Every row links to its filing on SEC EDGAR. Full methodology.

This edition

Highlights

Biggest disclosed buys

  1. 1

    Japan Smaller Capitalization Fund, Inc. (JOF)

    Boaz Weinstein (#1) · Increased stake

    $3,584,508est.13D/AFiled Aug 31
  2. 2

    Bluerock Private Real Estate Fund (BPRE)

    Boaz Weinstein (#1) · Increased stake

    $1,439,570est.13D/AFiled Aug 27
  3. 3

    Gabelli Healthcare & WellnessRx Trust (GRX)

    Boaz Weinstein (#1) · Bought

Filing notes

From the filings

What the activists told the SEC, in their own words where a Schedule 13D gives them.

  1. NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI)

    #1 Boaz Weinstein

    SellReduced stake

    Boaz Weinstein reported a smaller stake in NYLI CBRE Global Infrastructure Megatrends Term Fund (MEGI), now 5.63% of the class, in an amended Schedule 13D.

  2. Japan Smaller Capitalization Fund, Inc. (JOF)

    #1 Boaz Weinstein

    BuyIncreased stake

    Boaz Weinstein reported a larger stake in Japan Smaller Capitalization Fund, Inc. (JOF), now 7.73% of the class, in an amended Schedule 13D.

  3. BlackRock ESG Capital Allocation Term Trust (ECAT)

    #1 Boaz Weinstein

    SellSold

    Boaz Weinstein reported open-market sales of BlackRock ESG Capital Allocation Term Trust (ECAT) on Form 4, which insiders and large holders must file within two business days.

  4. Bluerock Private Real Estate Fund (BPRE)

    #1 Boaz Weinstein

    BuyIncreased stake
    Governance changes

    Boaz Weinstein reported a larger stake in Bluerock Private Real Estate Fund (BPRE), now 5.12% of the class, in an amended Schedule 13D. The filing discusses governance changes or shareholder proposals.

    On August 26, 2026, Saba Capital filed a demand to inspect shareholder list materials of the Issuer pursuant to Section 3819 of the Delaware Statutory Trust Act in order to enable Saba Capital and certain of its affiliates and its representatives to communicate with other holders of common shares of the Issuer in connection with Saba Capital's anticipated solicitation of proxies from the Issuer's shareholders in connection with the 2027 annual meeting of shareholders of the Issuer, including any adjournments, postponements, reschedulings or continuations thereof or special meeting that may…
    Item 4, purpose of the transaction
  5. The Gabelli Healthcare & WellnessRx Trust (GRX)

    #1 Boaz Weinstein

    BuyIncreased stakeContext · not counted

    Boaz Weinstein reported a larger stake in The Gabelli Healthcare & WellnessRx Trust (GRX), now 14.32% of the class, in an amended Schedule 13D.

  6. PIMCO Dynamic Income Strategy Fund (PDX)

    #1 Boaz Weinstein

    SellSold

    Boaz Weinstein reported open-market sales of PIMCO Dynamic Income Strategy Fund (PDX) on Form 4, which insiders and large holders must file within two business days.

  7. Gabelli Healthcare & WellnessRx Trust (GRX)

    #1 Boaz Weinstein

    BuyBought

    Boaz Weinstein reported open-market purchases of Gabelli Healthcare & WellnessRx Trust (GRX) on Form 4, which insiders and large holders must file within two business days.

  8. Ellsworth Growth & Income Fund Ltd (ECF)

    #1 Boaz Weinstein

    BuyBought

    Boaz Weinstein reported open-market purchases of Ellsworth Growth & Income Fund Ltd (ECF) on Form 4, which insiders and large holders must file within two business days.

  9. Mexico Fund Inc (MXF)

    #1 Boaz Weinstein

    BuyBought

    Boaz Weinstein reported open-market purchases of Mexico Fund Inc (MXF) on Form 4, which insiders and large holders must file within two business days.

  10. New Germany Fund Inc (GF)

    #1 Boaz Weinstein

    BuyBought

    Boaz Weinstein reported open-market purchases of New Germany Fund Inc (GF) on Form 4, which insiders and large holders must file within two business days.

  11. Marriott Vacations Worldwide Corp (VAC)

    #2 Lauren Taylor Wolfe

    SellSold

    Lauren Taylor Wolfe reported open-market sales of Marriott Vacations Worldwide Corp (VAC) on Form 4, which insiders and large holders must file within two business days.

  12. Marriott Vacations Worldwide Corp (VAC)

    #2 Lauren Taylor Wolfe

    SellReduced stakeContext · not counted

    Lauren Taylor Wolfe reported a smaller stake in Marriott Vacations Worldwide Corp (VAC), now 9.8% of the class, in an amended Schedule 13D.

    The sales of the securities reported herein were undertaken for the purposes of effectuating a portfolio rebalancing and are not an indication of the Reporting Persons' view on the future prospects of the Issuer.
    Item 4, purpose of the transaction
  13. Jetblue Airways Corp (JBLU)

    #3 Carl Icahn

    SellReduced stake

    Carl Icahn reported a smaller stake in Jetblue Airways Corp (JBLU), now 3.32% of the class, in an amended Schedule 13D.

  14. Butterfly Network, Inc. (BFLY)

    #4 Larry Robbins

    SellReduced stake

    Larry Robbins reported a smaller stake in Butterfly Network, Inc. (BFLY), now 6.17% of the class, in an amended Schedule 13D.

    On June 22, 2026, Mr. Robbins was granted 25,447 shares of unvested restricted stock units, each representing the right to receive one share of Common Stock upon vesting, which vest in full on the date of the Issuer's 2027 Annual Stockholders Meeting, subject to Mr. Robbins' continued service on the Issuer's board of directors on such date.
    Item 4, purpose of the transaction
  15. Civeo Corp (CVEO)

    #5 Arnaud Ajdler

    SellReduced stake

    Arnaud Ajdler reported a smaller stake in Civeo Corp (CVEO), now 4.7% of the class, in an amended Schedule 13D.

  16. BILL Holdings, Inc. (BILL)

    #6 Jeff Smith

    UpdateStake update

    Jeff Smith filed an amended Schedule 13D on BILL Holdings, Inc. (BILL), reporting 10.1% of the class. The filing's higher share count comes from stock awards, not purchases, so it is not counted as buying.

Notes on carried-over moves (33 filings from before this period)
  1. Visa Inc (V)

    #7 Bill Ackman

    BuyNew position

    Visa Inc (V) was a new position in Bill Ackman's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  2. Mastercard Incorporated (MA)

    #7 Bill Ackman

    BuyNew position

    Mastercard Incorporated (MA) was a new position in Bill Ackman's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  3. S&P Global Inc (SPGI)

    #7 Bill Ackman

    BuyNew position

    S&P Global Inc (SPGI) was a new position in Bill Ackman's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  4. Netflix Inc. (NFLX)

    #7 Bill Ackman

    BuyNew position

    Netflix Inc. (NFLX) was a new position in Bill Ackman's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  5. Uber Technologies Inc (UBER)

    #7 Bill Ackman

    BuyAdded

    Uber Technologies Inc (UBER) was an increased position in Bill Ackman's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  6. Meta Platforms Inc (META)

    #7 Bill Ackman

    BuyAdded

    Meta Platforms Inc (META) was an increased position in Bill Ackman's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  7. Microsoft Corp (MSFT)

    #7 Bill Ackman

    BuyAdded

    Microsoft Corp (MSFT) was an increased position in Bill Ackman's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  8. Warner Bros Discovery Inc

    #8 Daniel Loeb

    BuyNew position

    Warner Bros Discovery Inc was a new position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  9. Alphabet Inc (GOOGL)

    #8 Daniel Loeb

    BuyAdded

    Alphabet Inc (GOOGL) was an increased position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  10. Keysight Technologies Inc (KEYS)

    #8 Daniel Loeb

    BuyNew position

    Keysight Technologies Inc (KEYS) was a new position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  11. Block Inc (XYZ)

    #8 Daniel Loeb

    BuyNew position

    Block Inc (XYZ) was a new position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  12. Flex Ltd (FLEX)

    #8 Daniel Loeb

    BuyNew position

    Flex Ltd (FLEX) was a new position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  13. Norfolk Southn Corp (NSC)

    #8 Daniel Loeb

    BuyAdded

    Norfolk Southn Corp (NSC) was an increased position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  14. Capital One Finl Corp (COF)

    #8 Daniel Loeb

    BuyAdded

    Capital One Finl Corp (COF) was an increased position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  15. Live Nation Entertainment IN (LYV)

    #8 Daniel Loeb

    BuyAdded

    Live Nation Entertainment IN (LYV) was an increased position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  16. TTM Technologies Inc (TTMI)

    #8 Daniel Loeb

    BuyNew position

    TTM Technologies Inc (TTMI) was a new position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  17. Taiwan Semiconductor Manufac (TSM)

    #8 Daniel Loeb

    BuyAdded

    Taiwan Semiconductor Manufac (TSM) was an increased position in Daniel Loeb's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  18. Seagate Technology Hldngs PL (STX)

    #9 Scott Ferguson

    BuyNew position

    Seagate Technology Hldngs PL (STX) was a new position in Scott Ferguson's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  19. MKS Inc. (MKSI)

    #9 Scott Ferguson

    BuyNew position

    MKS Inc. (MKSI) was a new position in Scott Ferguson's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  20. Celsius Hldgs Inc (CELH)

    #9 Scott Ferguson

    BuyNew position

    Celsius Hldgs Inc (CELH) was a new position in Scott Ferguson's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  21. Carvana Co (CVNA)

    #9 Scott Ferguson

    BuyAdded

    Carvana Co (CVNA) was an increased position in Scott Ferguson's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  22. Golar LNG Ltd (GLNG)

    #9 Scott Ferguson

    BuyNew position

    Golar LNG Ltd (GLNG) was a new position in Scott Ferguson's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  23. Comcast Corp (CMCSA)

    #10 Dan Gropper

    BuyNew position

    Comcast Corp (CMCSA) was a new position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  24. Viasat Inc (VSAT)

    #10 Dan Gropper

    BuyAdded

    Viasat Inc (VSAT) was an increased position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  25. Verizon Communications Inc (VZ)

    #10 Dan Gropper

    BuyNew position

    Verizon Communications Inc (VZ) was a new position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  26. Acadia Healthcare Company IN (ACHC)

    #10 Dan Gropper

    BuyAdded

    Acadia Healthcare Company IN (ACHC) was an increased position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  27. Talen Energy Corp (TLN)

    #10 Dan Gropper

    BuyAdded

    Talen Energy Corp (TLN) was an increased position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  28. Vistance Networks Inc (VISN)

    #10 Dan Gropper

    BuyAdded

    Vistance Networks Inc (VISN) was an increased position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  29. Universal Hlth Svcs Inc (UHS)

    #10 Dan Gropper

    BuyNew position

    Universal Hlth Svcs Inc (UHS) was a new position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  30. Centuri Holdings Inc (CTRI)

    #10 Dan Gropper

    BuyAdded

    Centuri Holdings Inc (CTRI) was an increased position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  31. Telephone & Data Sys Inc (TDS)

    #10 Dan Gropper

    BuyAdded

    Telephone & Data Sys Inc (TDS) was an increased position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  32. Core Scientific Inc (CORZ)

    #10 Dan Gropper

    BuyAdded

    Core Scientific Inc (CORZ) was an increased position in Dan Gropper's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.

  33. Cannae Holdings, Inc. (CNNE)

    #10 Dan Gropper

    BuyIncreased stake

    Dan Gropper reported a larger stake in Cannae Holdings, Inc. (CNNE), now 7.8% of the class, in an amended Schedule 13D.

Notes summarise the filing text only and add no figures of their own. The filing is always the authoritative source.

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