Filings dated September 1–14, 2026
All 10 freeTop 10 Activist Investors: September 15, 2026
1 of 24 tracked activists disclosed moves in SEC filings from September 1–14, 2026; Boaz Weinstein led with $268.3K of disclosed buying.
- Activists tracked
- 24
- Active this period
- 1
- Filings reviewed
- 18
- New 13D campaigns
- 0
- Disclosed buying
- $268K
- Disclosed selling
- $18.4M
BlackRock ESG Capital Allocation Term Trust
ECATSellReduced stakeContext · not counted- Shares
- 1,082,631
- Value
- $16,629,212est.
- Date invested
- Aug 31, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 209,500
- Value
- $3,199,065
- Date invested
- Sep 3, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 174,103
- Value
- $2,686,409
- Date invested
- Aug 28, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 167,151
- Value
- $2,555,739
- Date invested
- Sep 8, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 129,839
- Value
- $1,996,924
- Date invested
- Aug 31, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 111,062
- Value
- $1,673,704
- Date invested
- Sep 10, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 102,824
- Value
- $1,557,784
- Date invested
- Sep 9, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 79,453
- Value
- $1,213,247
- Date invested
- Sep 1, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 62,439
- Value
- $954,692
- Date invested
- Sep 4, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 53,758
- Value
- $821,422
- Date invested
- Sep 2, 2026
BlackRock ESG Capital Allocation Term Trust
ECATSellSold- Shares
- 41,280
- Value
- $612,182
- Date invested
- Sep 11, 2026
PIMCO Dynamic Income Strategy Fund
PDXSellSold- Shares
- 19,000
- Value
- $416,480
- Date invested
- Sep 9, 2026
PIMCO Dynamic Income Strategy Fund
PDXSellSold- Shares
- 11,560
- Value
- $252,933
- Date invested
- Sep 10, 2026
PIMCO Dynamic Income Strategy Fund
PDXSellSold- Shares
- 10,471
- Value
- $229,734
- Date invested
- Sep 8, 2026
PIMCO Dynamic Income Strategy Fund
PDXSellSold- Shares
- 10,128
- Value
- $219,372
- Date invested
- Sep 11, 2026
Ellsworth Growth & Income Fund Ltd
ECFBuyBought- Shares
- 6,800
- Value
- $84,048
- Date invested
- Sep 4, 2026
Ellsworth Growth & Income Fund Ltd
ECFBuyBought- Shares
- 5,000
- Value
- $61,250
- Date invested
- Sep 3, 2026
New Germany Fund Inc
GFBuyBought- Shares
- 3,721
- Value
- $43,015
- Date invested
- Sep 3, 2026
New Germany Fund Inc
GFBuyBought- Shares
- 2,000
- Value
- $22,960
- Date invested
- Sep 2, 2026
Ellsworth Growth & Income Fund Ltd
ECFBuyBought- Shares
- 1,200
- Value
- $14,964
- Date invested
- Aug 28, 2026
New Germany Fund Inc
GFBuyBought- Shares
- 1,179
- Value
- $13,617
- Date invested
- Sep 8, 2026
New Germany Fund Inc
GFBuyBought- Shares
- 905
- Value
- $10,317
- Date invested
- Sep 1, 2026
New Germany Fund Inc
GFBuyBought- Shares
- 800
- Value
- $9,240
- Date invested
- Sep 9, 2026
Gabelli Healthcare & WellnessRx Trust
GRXBuyBought- Shares
- 500
- Value
- $5,040
- Date invested
- Sep 3, 2026
Gabelli Healthcare & WellnessRx Trust
GRXBuyBought- Shares
- 400
- Value
- $3,884
- Date invested
- Sep 11, 2026
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.
Visa Inc
VBuyNew position- Shares
- 3,270,470
- Value
- $1,122,065,55213F
- Date invested
- Q2 2026
Mastercard Incorporated
MABuyNew position- Shares
- 2,124,646
- Value
- $1,091,218,18613F
- Date invested
- Q2 2026
S&P Global Inc
SPGIBuyNew position- Shares
- 2,593,155
- Value
- $1,056,088,30513F
- Date invested
- Q2 2026
Netflix Inc.
NFLXBuyNew position- Shares
- 13,081,465
- Value
- $934,016,60113F
- Date invested
- Q2 2026
Uber Technologies Inc
UBERBuyAdded- Shares
- 4,367,429
- Value
- $315,153,67713F
- Date invested
- Q2 2026
Meta Platforms Inc
METABuyAdded- Shares
- 535,201
- Value
- $301,473,37113F
- Date invested
- Q2 2026
Microsoft Corp
MSFTBuyAdded- Shares
- 552,652
- Value
- $206,150,24913F
- Date invested
- Q2 2026
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.
Warner Bros Discovery Inc
—BuyNew position- Shares
- 20,000,000
- Value
- $533,200,00013F
- Date invested
- Q2 2026
Alphabet Inc
GOOGLBuyAdded- Shares
- 850,000
- Value
- $303,764,50013F
- Date invested
- Q2 2026
Keysight Technologies Inc
KEYSBuyNew position- Shares
- 585,000
- Value
- $204,790,95013F
- Date invested
- Q2 2026
Block Inc
XYZBuyNew position- Shares
- 2,558,943
- Value
- $194,479,66813F
- Date invested
- Q2 2026
Flex Ltd
FLEXBuyNew position- Shares
- 1,030,000
- Value
- $166,932,10013F
- Date invested
- Q2 2026
Norfolk Southn Corp
NSCBuyAdded- Shares
- 500,000
- Value
- $157,295,00013F
- Date invested
- Q2 2026
Capital One Finl Corp
COFBuyAdded- Shares
- 685,000
- Value
- $137,424,70013F
- Date invested
- Q2 2026
Live Nation Entertainment IN
LYVBuyAdded- Shares
- 670,000
- Value
- $122,683,70013F
- Date invested
- Q2 2026
TTM Technologies Inc
TTMIBuyNew position- Shares
- 505,000
- Value
- $94,445,10013F
- Date invested
- Q2 2026
Taiwan Semiconductor Manufac
TSMBuyAdded- Shares
- 185,000
- Value
- $88,350,45013F
- Date invested
- Q2 2026
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.
Seagate Technology Hldngs PL
STXBuyNew position- Shares
- 472,000
- Value
- $455,480,00013F
- Date invested
- Q2 2026
MKS Inc.
MKSIBuyNew position- Shares
- 812,700
- Value
- $361,488,96013F
- Date invested
- Q2 2026
Celsius Hldgs Inc
CELHBuyNew position- Shares
- 9,090,000
- Value
- $266,155,20013F
- Date invested
- Q2 2026
Carvana Co
CVNABuyAdded- Shares
- 3,685,000
- Value
- $242,546,70013F
- Date invested
- Q2 2026
Golar LNG Ltd
GLNGBuyNew position- Shares
- 3,620,000
- Value
- $180,420,80013F
- Date invested
- Q2 2026
Larry Robbins
Glenview Capital Management
Bought $1.09B
Carried overFrom earlier filings: no new filings this period, so this shows buys filed in the prior 90 days.
Agilent Technologies Inc
ABuyNew position- Shares
- 1,969,541
- Value
- $261,614,13113F
- Date invested
- Q2 2026
Thermo Fisher Scientific Inc
TMOBuyAdded- Shares
- 376,715
- Value
- $188,869,83213F
- Date invested
- Q2 2026
Danaher Corp
DHRBuyAdded- Shares
- 989,704
- Value
- $188,518,81813F
- Date invested
- Q2 2026
Global Pmts Inc
GPNBuyAdded- Shares
- 2,546,317
- Value
- $184,760,76213F
- Date invested
- Q2 2026
Tenet Healthcare Corp
THCBuyAdded- Shares
- 710,812
- Value
- $132,978,70913F
- Date invested
- Q2 2026
Meta Platforms Inc
METABuyAdded- Shares
- 234,179
- Value
- $131,910,68913F
- Date invested
- Q2 2026
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.
Comcast Corp
CMCSABuyNew position- Shares
- 8,299,000
- Value
- $203,740,00013F
- Date invested
- Q2 2026
Viasat Inc
VSATBuyAdded- Shares
- 2,170,680
- Value
- $194,948,83313F
- Date invested
- Q2 2026
Verizon Communications Inc
VZBuyNew position- Shares
- 2,021,000
- Value
- $85,569,00013F
- Date invested
- Q2 2026
Acadia Healthcare Company IN
ACHCBuyAdded- Shares
- 2,425,399
- Value
- $71,622,23013F
- Date invested
- Q2 2026
Talen Energy Corp
TLNBuyAdded- Shares
- 151,030
- Value
- $58,034,74813F
- Date invested
- Q2 2026
Vistance Networks Inc
VISNBuyAdded- Shares
- 3,459,299
- Value
- $44,209,85713F
- Date invested
- Q2 2026
Universal Hlth Svcs Inc
UHSBuyNew position- Shares
- 200,000
- Value
- $29,738,00013F
- Date invested
- Q2 2026
Centuri Holdings Inc
CTRIBuyAdded- Shares
- 953,429
- Value
- $28,831,65013F
- Date invested
- Q2 2026
Telephone & Data Sys Inc
TDSBuyAdded- Shares
- 695,241
- Value
- $25,730,91313F
- Date invested
- Q2 2026
Core Scientific Inc
CORZBuyAdded- Shares
- 891,724
- Value
- $22,818,81913F
- Date invested
- Q2 2026
Cannae Holdings, Inc.
CNNEBuyIncreased stake- Shares
- 133,317
- Value
- $1,985,090est.
- Date invested
- Aug 5, 2026
Jeff Smith
Starboard Value
Bought $496M
Carried overFrom earlier filings: no new filings this period, so this shows buys filed in the prior 90 days.
Dynatrace Inc
DTBuyNew position- Shares
- 8,866,692
- Value
- $389,336,44613F
- Date invested
- Q2 2026
Flowserve Corp
FLSBuyNew position- Shares
- 1,441,600
- Value
- $106,909,05613F
- Date invested
- Q2 2026
Keith Meister
Corvex Management
Bought $491M
Carried overFrom earlier filings: no new filings this period, so this shows buys filed in the prior 90 days.
Vistra Corp
VSTBuyNew position- Shares
- 1,020,228
- Value
- $161,838,76813F
- Date invested
- Q2 2026
Meta Platforms Inc
METABuyAdded- Shares
- 277,600
- Value
- $156,369,30413F
- Date invested
- Q2 2026
Planet Fitness Master Issuer
PLNTBuyNew position- Shares
- 1,893,738
- Value
- $98,796,31113F
- Date invested
- Q2 2026
Liberty Media Corp
FWONKBuyNew position- Shares
- 400,900
- Value
- $38,141,62613F
- Date invested
- Q2 2026
Onterris Inc
ONTBuyNew position- Shares
- 1,770,000
- Value
- $35,771,70013F
- Date invested
- Q2 2026
David Einhorn
Greenlight Capital
Bought $409M
Carried overFrom earlier filings: no new filings this period, so this shows buys filed in the prior 90 days.
Fortune Brands Innovations I
FBINBuyNew position- Shares
- 2,241,875
- Value
- $123,078,93813F
- Date invested
- Q2 2026
Versigent PLC
VGNTBuyNew position- Shares
- 2,277,640
- Value
- $95,683,65713F
- Date invested
- Q2 2026
Primo Brands Corporation
PRMBBuyNew position- Shares
- 2,823,660
- Value
- $69,010,25013F
- Date invested
- Q2 2026
Paypal Hldgs Inc
PYPLBuyNew position- Shares
- 1,424,320
- Value
- $61,502,13713F
- Date invested
- Q2 2026
Warner Bros Discovery Inc
—BuyNew position- Shares
- 2,246,180
- Value
- $59,883,15813F
- Date invested
- Q2 2026
Mason Morfit
ValueAct Capital
Bought $391M
Carried overFrom earlier filings: no new filings this period, so this shows buys filed in the prior 90 days.
Rocket Cos Inc
RKTBuyAdded- Shares
- 13,454,050
- Value
- $211,901,28813F
- Date invested
- Q2 2026
CBRE Group Inc
CBREBuyAdded- Shares
- 757,800
- Value
- $102,068,08213F
- Date invested
- Q2 2026
Spotify Technology S A
SPOTBuyAdded- Shares
- 168,300
- Value
- $77,271,57913F
- Date invested
- Q2 2026
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
Ellsworth Growth & Income Fund Ltd (ECF)
Boaz Weinstein (#1) · Bought
$84,048Form 4Filed Sep 8 - 2
Ellsworth Growth & Income Fund Ltd (ECF)
Boaz Weinstein (#1) · Bought
$61,250Form 4Filed Sep 8 - 3
New Germany Fund Inc (GF)
Boaz Weinstein (#1) · Bought
$43,015Form 4Filed Sep 8
Filing notes
From the filings
What the activists told the SEC, in their own words where a Schedule 13D gives them.
BlackRock ESG Capital Allocation Term Trust (ECAT)
#1 Boaz Weinstein
SellReduced stakeContext · not countedBoaz Weinstein reported a smaller stake in BlackRock ESG Capital Allocation Term Trust (ECAT), now 13.67% of the class, in an amended Schedule 13D. The filing says the investor views the shares as undervalued.
The Reporting Persons acquired the Common Shares to which this Schedule 13D/A relates in the ordinary course of business for investment purposes because they believe that the Common Shares are undervalued and represent an attractive investment opportunity. The Reporting Persons may engage in discussions with management, the Board of Trustees (the "Board"), other shareholders of the Issuer and other relevant parties, including representatives of any of the foregoing, concerning the Reporting Persons' investment in the Common Shares and the Issuer, including, without limitation, matters…
Item 4, purpose of the transaction BlackRock ESG Capital Allocation Term Trust (ECAT)
#1 Boaz Weinstein
SellSoldBoaz 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.
PIMCO Dynamic Income Strategy Fund (PDX)
#1 Boaz Weinstein
SellSoldBoaz 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.
Ellsworth Growth & Income Fund Ltd (ECF)
#1 Boaz Weinstein
BuyBoughtBoaz 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.
New Germany Fund Inc (GF)
#1 Boaz Weinstein
BuyBoughtBoaz 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.
Gabelli Healthcare & WellnessRx Trust (GRX)
#1 Boaz Weinstein
BuyBoughtBoaz 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.
2 filings
Notes on carried-over moves (54 filings from before this period)
Visa Inc (V)
#2 Bill Ackman
BuyNew positionVisa 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.
Mastercard Incorporated (MA)
#2 Bill Ackman
BuyNew positionMastercard 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.
S&P Global Inc (SPGI)
#2 Bill Ackman
BuyNew positionS&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.
Netflix Inc. (NFLX)
#2 Bill Ackman
BuyNew positionNetflix 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.
Uber Technologies Inc (UBER)
#2 Bill Ackman
BuyAddedUber 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.
Meta Platforms Inc (META)
#2 Bill Ackman
BuyAddedMeta 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.
Microsoft Corp (MSFT)
#2 Bill Ackman
BuyAddedMicrosoft 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.
Warner Bros Discovery Inc
#3 Daniel Loeb
BuyNew positionWarner 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.
Alphabet Inc (GOOGL)
#3 Daniel Loeb
BuyAddedAlphabet 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.
Keysight Technologies Inc (KEYS)
#3 Daniel Loeb
BuyNew positionKeysight 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.
Block Inc (XYZ)
#3 Daniel Loeb
BuyNew positionBlock 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.
Flex Ltd (FLEX)
#3 Daniel Loeb
BuyNew positionFlex 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.
Norfolk Southn Corp (NSC)
#3 Daniel Loeb
BuyAddedNorfolk 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.
Capital One Finl Corp (COF)
#3 Daniel Loeb
BuyAddedCapital 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.
Live Nation Entertainment IN (LYV)
#3 Daniel Loeb
BuyAddedLive 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.
TTM Technologies Inc (TTMI)
#3 Daniel Loeb
BuyNew positionTTM 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.
Taiwan Semiconductor Manufac (TSM)
#3 Daniel Loeb
BuyAddedTaiwan 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.
Seagate Technology Hldngs PL (STX)
#4 Scott Ferguson
BuyNew positionSeagate 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.
MKS Inc. (MKSI)
#4 Scott Ferguson
BuyNew positionMKS 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.
Celsius Hldgs Inc (CELH)
#4 Scott Ferguson
BuyNew positionCelsius 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.
Carvana Co (CVNA)
#4 Scott Ferguson
BuyAddedCarvana 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.
Golar LNG Ltd (GLNG)
#4 Scott Ferguson
BuyNew positionGolar 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.
Agilent Technologies Inc (A)
#5 Larry Robbins
BuyNew positionAgilent Technologies Inc (A) was a new position in Larry Robbins's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Thermo Fisher Scientific Inc (TMO)
#5 Larry Robbins
BuyAddedThermo Fisher Scientific Inc (TMO) was an increased position in Larry Robbins's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Danaher Corp (DHR)
#5 Larry Robbins
BuyAddedDanaher Corp (DHR) was an increased position in Larry Robbins's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Global Pmts Inc (GPN)
#5 Larry Robbins
BuyAddedGlobal Pmts Inc (GPN) was an increased position in Larry Robbins's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Tenet Healthcare Corp (THC)
#5 Larry Robbins
BuyAddedTenet Healthcare Corp (THC) was an increased position in Larry Robbins's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Meta Platforms Inc (META)
#5 Larry Robbins
BuyAddedMeta Platforms Inc (META) was an increased position in Larry Robbins's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Comcast Corp (CMCSA)
#6 Dan Gropper
BuyNew positionComcast 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.
Viasat Inc (VSAT)
#6 Dan Gropper
BuyAddedViasat 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.
Verizon Communications Inc (VZ)
#6 Dan Gropper
BuyNew positionVerizon 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.
Acadia Healthcare Company IN (ACHC)
#6 Dan Gropper
BuyAddedAcadia 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.
Talen Energy Corp (TLN)
#6 Dan Gropper
BuyAddedTalen 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.
Vistance Networks Inc (VISN)
#6 Dan Gropper
BuyAddedVistance 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.
Universal Hlth Svcs Inc (UHS)
#6 Dan Gropper
BuyNew positionUniversal 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.
Centuri Holdings Inc (CTRI)
#6 Dan Gropper
BuyAddedCenturi 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.
Telephone & Data Sys Inc (TDS)
#6 Dan Gropper
BuyAddedTelephone & 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.
Core Scientific Inc (CORZ)
#6 Dan Gropper
BuyAddedCore 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.
Cannae Holdings, Inc. (CNNE)
#6 Dan Gropper
BuyIncreased stakeDan Gropper reported a larger stake in Cannae Holdings, Inc. (CNNE), now 7.8% of the class, in an amended Schedule 13D.
Dynatrace Inc (DT)
#7 Jeff Smith
BuyNew positionDynatrace Inc (DT) was a new position in Jeff Smith's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Flowserve Corp (FLS)
#7 Jeff Smith
BuyNew positionFlowserve Corp (FLS) was a new position in Jeff Smith's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Vistra Corp (VST)
#8 Keith Meister
BuyNew positionVistra Corp (VST) was a new position in Keith Meister's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Meta Platforms Inc (META)
#8 Keith Meister
BuyAddedMeta Platforms Inc (META) was an increased position in Keith Meister's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Planet Fitness Master Issuer (PLNT)
#8 Keith Meister
BuyNew positionPlanet Fitness Master Issuer (PLNT) was a new position in Keith Meister's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Liberty Media Corp (FWONK)
#8 Keith Meister
BuyNew positionLiberty Media Corp (FWONK) was a new position in Keith Meister's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Onterris Inc (ONT)
#8 Keith Meister
BuyNew positionOnterris Inc (ONT) was a new position in Keith Meister's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Fortune Brands Innovations I (FBIN)
#9 David Einhorn
BuyNew positionFortune Brands Innovations I (FBIN) was a new position in David Einhorn's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Versigent PLC (VGNT)
#9 David Einhorn
BuyNew positionVersigent PLC (VGNT) was a new position in David Einhorn's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Primo Brands Corporation (PRMB)
#9 David Einhorn
BuyNew positionPrimo Brands Corporation (PRMB) was a new position in David Einhorn's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Paypal Hldgs Inc (PYPL)
#9 David Einhorn
BuyNew positionPaypal Hldgs Inc (PYPL) was a new position in David Einhorn's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Warner Bros Discovery Inc
#9 David Einhorn
BuyNew positionWarner Bros Discovery Inc was a new position in David Einhorn's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Rocket Cos Inc (RKT)
#10 Mason Morfit
BuyAddedRocket Cos Inc (RKT) was an increased position in Mason Morfit's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
CBRE Group Inc (CBRE)
#10 Mason Morfit
BuyAddedCBRE Group Inc (CBRE) was an increased position in Mason Morfit's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Spotify Technology S A (SPOT)
#10 Mason Morfit
BuyAddedSpotify Technology S A (SPOT) was an increased position in Mason Morfit's quarterly 13F for the quarter ended June 30, 2026; 13F reports are filed weeks after the quarter ends.
Notes summarise the filing text only and add no figures of their own. The filing is always the authoritative source.
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