Activist & passive stakes
Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.
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All filings, new and amended.1–39 of 39
- PassiveAmendment 2Nov 14, 2026Silver Point Private Credit FundPartners Capital Holdings, LLP34.7% · 7,478,648 shSEC
- PassiveAmendment 13Nov 14, 2026Carlyle Tactical Private Credit FundApollo Management Holdings GP, LLC5.9% · 2,600,000 shSEC
- ActivistAmendment 5Nov 13, 2026Audax Private Credit Fund, LLCAudax Private Credit Business, LP30.7% · 8,085,744 shSEC
- PassiveAmendment 9Nov 13, 2026Morgan Stanley8.9% · 212,407 shSEC
- PassiveAmendment 6Nov 13, 2026Manulife Investment Management (US) LLC5.31% · 1,059,176 shSEC
- PassiveAmendment 8Nov 13, 2026Morgan Stanley6% · 1,853,468 shSEC
- PassiveAmendment 3Below 5%Nov 13, 2026Morgan Stanley4.4% · 106,583 shSEC
- PassiveAmendment 3Below 5%Nov 13, 2026Fourthstone LLC3.46% · 198,491 shSEC
- PassiveNewNov 13, 2026Endeavour Capital Advisors Inc.7.2% · 410,671 shSEC
- PassiveNewNov 13, 2026Donald Smith & Co., Inc.7.3% · 3,359,480 shSEC
- PassiveAmendment 1Nov 13, 2026MMCAP International Inc. SPC8.2% · 1,700,000 shSEC
- PassiveAmendment 1Below 5%Nov 13, 2026Capital World Investors3.2% · 1,821,645 shSEC
- PassiveAmendment 4Nov 13, 2026Audax Private Credit Fund, LLCFirst Trust Capital Management L.P.12.65% · 3,117,986 shSEC
- PassiveNewNov 13, 2026Magnetar Financial Llc7.06% · 722,500 shSEC
- PassiveAmendment 3Nov 13, 2026Lord Abbett Private Credit Fund SLord, Abbett & Co. LLC60.42% · 5,551,417 shSEC
- PassiveAmendment 6Nov 13, 2026Lord Abbett Private Credit FundLord Abbett & Co. LLC62.34% · 21,812,695 shSEC
- PassiveAmendment 2Nov 12, 2026Jane Street Group, Llc7.5% · 6,736,227 shSEC
- PassiveAmendment 1Below 5%Nov 10, 2026Invesco Ltd.3.9% · 1,852,539 shSEC
- PassiveAmendment 5Nov 10, 2026River Road Asset Management, LLC5.7% · 5,623,034 shSEC
- PassiveNewNov 9, 2026Calamos Aksia Private Equity & Alternatives FundCalamos Aksia Private Equity and Alternatives Fund (Offshore), Ltd.8.7% · 2,732,700 shSEC
- ActivistAmendment 2Nov 9, 20262023 ETF Series TrustHarrison Street Private Wealth LLC85.1% · 5,915,293 shSEC
- PassiveNewNov 9, 2026Private Management Group Inc5.1% · 6,315,577 shSEC
- PassiveAmendment 9Below 5%Nov 9, 2026Private Management Group Inc4.5% · 645,494 shSEC
- PassiveNewNov 9, 2026Private Management Group Inc5% · 1,626,461 shSEC
- PassiveAmendment 3Below 5%Nov 9, 2026Private Management Group Inc4.6% · 3,180,007 shSEC
- PassiveNewNov 9, 2026Private Management Group Inc6.2% · 2,974,446 shSEC
- PassiveNewNov 9, 2026Private Management Group Inc8.2% · 2,880,194 shSEC
- PassiveAmendment 2Nov 9, 2026Private Management Group Inc8.4% · 6,072,182 shSEC
- PassiveAmendment 2Nov 9, 2026Private Management Group Inc9.6% · 5,500,856 shSEC
- PassiveAmendment 2Nov 9, 2026Private Management Group Inc9.9% · 560,691 shSEC
- PassiveAmendment 1Nov 9, 2026CIBC Private Wealth Group LLC5.6% · 7,923,969 shSEC
- PassiveNewNov 9, 2026CIBC Private Wealth Group LLC5.1% · 141,715,720 shSEC
- ActivistAmendment 6Below 5%Nov 6, 20261953 Private Family Trust Company LLC, not individually, but solely as trustee of the trusts listed on Appendix A-2.3.6% · 1,546,641 shSEC
- PassiveAmendment 2Nov 6, 2026GIC Private Limited8.49% · 74,634,102 shSEC
- PassiveAmendment 2Nov 6, 2026Fmr Llc8.1% · 9,514,519 shSEC
- ActivistNewNov 5, 2026Third Point Private Capital Income FundThird Point LLC100% · 161,000 shSEC
- ActivistAmendment 1Nov 5, 2026Third Point Private Capital PartnersThird Point LLC64.8% · 1,933,160 shSEC
- PassiveAmendment 3Nov 5, 2026Fmr Llc12.4% · 5,922,755 shSEC
- PassiveAmendment 3Nov 5, 2026Fmr Llc5.8% · 2,863,340 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
PassiveAmendment 2 | — | Partners Capital Holdings, LLP in Silver Point Private Credit Fund | 34.7% | 7,478,648 | Nov 14, 2026 | SEC |
PassiveAmendment 13 | — | Apollo Management Holdings GP, LLC in Carlyle Tactical Private Credit Fund | 5.9% | 2,600,000 | Nov 14, 2026 | SEC |
ActivistAmendment 5 | — | Audax Private Credit Business, LP in Audax Private Credit Fund, LLC | 30.7% | 8,085,744 | Nov 13, 2026 | SEC |
PassiveAmendment 9 | OPP | Morgan Stanley in RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | 8.9% | 212,407 | Nov 13, 2026 | SEC |
PassiveAmendment 6 | RVSB | Manulife Investment Management (US) LLC in Riverview Bancorp Inc | 5.31% | 1,059,176 | Nov 13, 2026 | SEC |
PassiveAmendment 8 | RIV | Morgan Stanley in Rivernorth Opportunities Fund, Inc. | 6% | 1,853,468 | Nov 13, 2026 | SEC |
PassiveAmendment 3Below 5% | OPP | Morgan Stanley in RiverNorth/DoubleLine Strategic Opportunity Fund, Inc. | 4.4% | 106,583 | Nov 13, 2026 | SEC |
PassiveAmendment 3Below 5% | PBAM | Fourthstone LLC in Private Bancorp Of America, Inc. | 3.46% | 198,491 | Nov 13, 2026 | SEC |
PassiveNew | PBAM | Endeavour Capital Advisors Inc. in Private Bancorp of America, Inc. | 7.2% | 410,671 | Nov 13, 2026 | SEC |
PassiveNew | JRVR | Donald Smith & Co., Inc. in James River Group Holdings, Inc. | 7.3% | 3,359,480 | Nov 13, 2026 | SEC |
PassiveAmendment 1 | IPVV | MMCAP International Inc. SPC in Interprivate Investment Partners V, Inc. | 8.2% | 1,700,000 | Nov 13, 2026 | SEC |
PassiveAmendment 1Below 5% | KNF | Capital World Investors in Knife River Corporation | 3.2% | 1,821,645 | Nov 13, 2026 | SEC |
PassiveAmendment 4 | — | First Trust Capital Management L.P. in Audax Private Credit Fund, LLC | 12.65% | 3,117,986 | Nov 13, 2026 | SEC |
PassiveNew | NSAI | Magnetar Financial Llc in Northstrive Acquisition Corp I. | 7.06% | 722,500 | Nov 13, 2026 | SEC |
PassiveAmendment 3 | — | Lord, Abbett & Co. LLC in Lord Abbett Private Credit Fund S | 60.42% | 5,551,417 | Nov 13, 2026 | SEC |
PassiveAmendment 6 | — | Lord Abbett & Co. LLC in Lord Abbett Private Credit Fund | 62.34% | 21,812,695 | Nov 13, 2026 | SEC |
PassiveAmendment 2 | ASST | Jane Street Group, Llc in Strive, Inc. | 7.5% | 6,736,227 | Nov 12, 2026 | SEC |
PassiveAmendment 1Below 5% | CRL | Invesco Ltd. in Charles River Laboratories International Inc | 3.9% | 1,852,539 | Nov 10, 2026 | SEC |
PassiveAmendment 5 | CXW | River Road Asset Management, LLC in CoreCivic, Inc. | 5.7% | 5,623,034 | Nov 10, 2026 | SEC |
PassiveNew | — | Calamos Aksia Private Equity and Alternatives Fund (Offshore), Ltd. in Calamos Aksia Private Equity & Alternatives Fund | 8.7% | 2,732,700 | Nov 9, 2026 | SEC |
ActivistAmendment 2 | — | Harrison Street Private Wealth LLC in 2023 ETF Series Trust | 85.1% | 5,915,293 | Nov 9, 2026 | SEC |
PassiveNew | BRSP | Private Management Group Inc in BrightSpire Capital, Inc. | 5.1% | 6,315,577 | Nov 9, 2026 | SEC |
PassiveAmendment 9Below 5% | PKOH | Private Management Group Inc in Park Ohio Holdings Corp | 4.5% | 645,494 | Nov 9, 2026 | SEC |
PassiveNew | GLRE | Private Management Group Inc in Greenlight Capital Re, Ltd. | 5% | 1,626,461 | Nov 9, 2026 | SEC |
PassiveAmendment 3Below 5% | OSUR | Private Management Group Inc in Orasure Technologies Inc | 4.6% | 3,180,007 | Nov 9, 2026 | SEC |
PassiveNew | ASLE | Private Management Group Inc in AerSale Corp | 6.2% | 2,974,446 | Nov 9, 2026 | SEC |
PassiveNew | DTI | Private Management Group Inc in Drilling Tools International Corp | 8.2% | 2,880,194 | Nov 9, 2026 | SEC |
PassiveAmendment 2 | FPH | Private Management Group Inc in Five Point Holdings, LLC | 8.4% | 6,072,182 | Nov 9, 2026 | SEC |
PassiveAmendment 2 | ONL | Private Management Group Inc in Orion Properties Inc. | 9.6% | 5,500,856 | Nov 9, 2026 | SEC |
PassiveAmendment 2 | CABO | Private Management Group Inc in Cable One, Inc. | 9.9% | 560,691 | Nov 9, 2026 | SEC |
PassiveAmendment 1 | EVGO | CIBC Private Wealth Group LLC in EVgo Inc. | 5.6% | 7,923,969 | Nov 9, 2026 | SEC |
PassiveNew | EVGO | CIBC Private Wealth Group LLC in EVgo Inc. | 5.1% | 141,715,720 | Nov 9, 2026 | SEC |
ActivistAmendment 6Below 5% | H | 1953 Private Family Trust Company LLC, not individually, but solely as trustee of the trusts listed on Appendix A-2. in Hyatt Hotels Corporation | 3.6% | 1,546,641 | Nov 6, 2026 | SEC |
PassiveAmendment 2 | MDLN | GIC Private Limited in Medline Inc. | 8.49% | 74,634,102 | Nov 6, 2026 | SEC |
PassiveAmendment 2 | ASST | Fmr Llc in Strive Inc | 8.1% | 9,514,519 | Nov 6, 2026 | SEC |
ActivistNew | — | Third Point LLC in Third Point Private Capital Income Fund | 100% | 161,000 | Nov 5, 2026 | SEC |
ActivistAmendment 1 | — | Third Point LLC in Third Point Private Capital Partners | 64.8% | 1,933,160 | Nov 5, 2026 | SEC |
PassiveAmendment 3 | CRL | Fmr Llc in Charles River Laboratories International, Inc. | 12.4% | 5,922,755 | Nov 5, 2026 | SEC |
PassiveAmendment 3 | AVBP | Fmr Llc in Arrivent Biopharma Inc | 5.8% | 2,863,340 | Nov 5, 2026 | SEC |