Activist & passive stakes

Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.

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Filing

Stake type

Min % owned

Amendments only.1–2 of 2

ActivistAmendment 33
Nov 10, 2026
HERZ · Herzfeld Credit Income Fund, Inc.
Erik M. Herzfeld, et al.
31.83% · 611,527 shSEC
ActivistAmendment 40
Nov 10, 2026
HERZ · Herzfeld Credit Income Fund, Inc.
Thomas J. Herzfeld, et al.
38.16% · 733,098 shSEC

Filing	Symbol	Holder	% Owned	Shares	Filed	SEC filing
ActivistAmendment 33	HERZ	Erik M. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc.	31.83%	611,527	Nov 10, 2026	SEC
ActivistAmendment 40	HERZ	Thomas J. Herzfeld, et al. in Herzfeld Credit Income Fund, Inc.	38.16%	733,098	Nov 10, 2026	SEC