Activist & passive stakes
Investors crossing the 5% ownership line, from SEC Schedule 13D (activist) and 13G (passive) filings. Newest first.
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Amendments only.1–27 of 27
- ActivistAmendment 25Nov 14, 2026Thomson Investments Limited70.34% · 304,903,283 shSEC
- ActivistAmendment 1Nov 13, 2026NYLIM MacKay Muni Income Opportunities FundNYLIM Capital LLC80.6% · 5,438,663 shSEC
- ActivistAmendment 7Nov 13, 2026Encompass Capital Advisors LLC19.99% · 73,791,697 shSEC
- ActivistAmendment 2Nov 13, 2026WANG Zixi77.27% · 10,625,237 shSEC
- ActivistAmendment 6Nov 12, 2026Juniper Investment Company, LLC13.4% · 5,481,846 shSEC
- ActivistAmendment 8Nov 12, 2026RTW Investments, LP16.2% · 13,142,394 shSEC
- ActivistAmendment 3Nov 12, 2026YS Management Company Limited6.67% · 4,826,333 shSEC
- ActivistAmendment 2Nov 11, 2026Hoge Brett Widney10.9% · 724,364 shSEC
- ActivistAmendment 8Below 5%Nov 11, 2026Steel Partners Holdings L.P.4% · 817,187 shSEC
- ActivistAmendment 2Nov 10, 2026RA Capital Management, L.P.8.5% · 3,494,638 shSEC
- ActivistAmendment 33Nov 10, 2026Erik M. Herzfeld, et al.31.83% · 611,527 shSEC
- ActivistAmendment 40Nov 10, 2026Thomas J. Herzfeld, et al.38.16% · 733,098 shSEC
- ActivistAmendment 2Nov 10, 2026Toronto Dominion Investments Llc100% · 5,877 shSEC
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 2,319 shSEC
- ActivistAmendment 3Nov 10, 2026Toronto Dominion Investments, Inc.39.8% · 2,010 shSEC
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 826 shSEC
- ActivistAmendment 1Nov 10, 2026Toronto Dominion Investments, Inc.100% · 116 shSEC
- ActivistAmendment 5Nov 10, 2026Turlov Timur R64.91% · 41,405,112 shSEC
- ActivistAmendment 1Nov 10, 2026Core University Living Real Estate Income TrustCS RE Holdings, LLC19.1% · 2,625,661 shSEC
- ActivistAmendment 5Nov 9, 2026Diamondback Energy, Inc.43.1% · 145,972,177 shSEC
- ActivistAmendment 3Nov 9, 2026Thoma Bravo UGP, LLC28.3% · 50,090,643 shSEC
- ActivistAmendment 5Nov 7, 2026Anthony Pompliano20% · 15,101,020 shSEC
- ActivistAmendment 1Nov 6, 2026Thomas F. Frist, Jr.33.8% · 70,536,810 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
- ActivistAmendment 7Nov 6, 2026Saba Capital Management, L.P.13.48% · 1,821,810 shSEC
- ActivistAmendment 4Nov 4, 2026Clarion Partners Real Estate Income Fund Inc.Franklin Templeton, Inc.48.2% · 93,329 shSEC
- ActivistAmendment 4Nov 4, 2026Oasis Management Company Ltd.21.9% · 13,338,297 shSEC
| Filing | Symbol | Holder | % Owned | Shares | Filed | SEC filing |
|---|---|---|---|---|---|---|
ActivistAmendment 25 | TRI | Thomson Investments Limited in Thomson Reuters Corp /Can/ | 70.34% | 304,903,283 | Nov 14, 2026 | SEC |
ActivistAmendment 1 | — | NYLIM Capital LLC in NYLIM MacKay Muni Income Opportunities Fund | 80.6% | 5,438,663 | Nov 13, 2026 | SEC |
ActivistAmendment 7 | TE | Encompass Capital Advisors LLC in T1 Energy Inc. | 19.99% | 73,791,697 | Nov 13, 2026 | SEC |
ActivistAmendment 2 | MGRT | WANG Zixi in Mega Fortune Company Limited | 77.27% | 10,625,237 | Nov 13, 2026 | SEC |
ActivistAmendment 6 | OFIX | Juniper Investment Company, LLC in Orthofix Medical Inc. | 13.4% | 5,481,846 | Nov 12, 2026 | SEC |
ActivistAmendment 8 | OBIO | RTW Investments, LP in Orchestra Biomed Holdings, Inc. | 16.2% | 13,142,394 | Nov 12, 2026 | SEC |
ActivistAmendment 3 | AIFU | YS Management Company Limited in AIFU Inc. | 6.67% | 4,826,333 | Nov 12, 2026 | SEC |
ActivistAmendment 2 | NWTG | Hoge Brett Widney in Newton Golf Company, Inc. | 10.9% | 724,364 | Nov 11, 2026 | SEC |
ActivistAmendment 8Below 5% | BOOM | Steel Partners Holdings L.P. in DMC Global Inc. | 4% | 817,187 | Nov 11, 2026 | SEC |
ActivistAmendment 2 | EVMN | RA Capital Management, L.P. in Evommune, Inc. | 8.5% | 3,494,638 | Nov 10, 2026 | SEC |
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 |
ActivistAmendment 2 | MYI | Toronto Dominion Investments Llc in Blackrock Muniyield Quality Fund Iii, Inc. | 100% | 5,877 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | MIY | Toronto Dominion Investments, Inc. in Blackrock Muniyield Michigan Quality Fund, Inc. | 100% | 2,319 | Nov 10, 2026 | SEC |
ActivistAmendment 3 | MYN | Toronto Dominion Investments, Inc. in Blackrock Muniyield New York Quality Fund, Inc. | 39.8% | 2,010 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | MPA | Toronto Dominion Investments, Inc. in Blackrock Muniyield Pennsylvania Quality Fund | 100% | 826 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | BHV | Toronto Dominion Investments, Inc. in Blackrock Virginia Municipal Bond Trust | 100% | 116 | Nov 10, 2026 | SEC |
ActivistAmendment 5 | FRHC | Turlov Timur R in Freedom Holding Corp. | 64.91% | 41,405,112 | Nov 10, 2026 | SEC |
ActivistAmendment 1 | — | CS RE Holdings, LLC in Core University Living Real Estate Income Trust | 19.1% | 2,625,661 | Nov 10, 2026 | SEC |
ActivistAmendment 5 | VNOM | Diamondback Energy, Inc. in Viper Energy, Inc. | 43.1% | 145,972,177 | Nov 9, 2026 | SEC |
ActivistAmendment 3 | NABL | Thoma Bravo UGP, LLC in N-able, Inc. | 28.3% | 50,090,643 | Nov 9, 2026 | SEC |
ActivistAmendment 5 | SVIA | Anthony Pompliano in Silvia, Inc. | 20% | 15,101,020 | Nov 7, 2026 | SEC |
ActivistAmendment 1 | HCA | Thomas F. Frist, Jr. in HCA Healthcare, Inc. | 33.8% | 70,536,810 | Nov 6, 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 |
ActivistAmendment 7 | ECF | Saba Capital Management, L.P. in Ellsworth Growth and Income Fund Ltd. | 13.48% | 1,821,810 | Nov 6, 2026 | SEC |
ActivistAmendment 4 | — | Franklin Templeton, Inc. in Clarion Partners Real Estate Income Fund Inc. | 48.2% | 93,329 | Nov 4, 2026 | SEC |
ActivistAmendment 4 | NTPIF | Oasis Management Company Ltd. in Nam Tai Property Inc. | 21.9% | 13,338,297 | Nov 4, 2026 | SEC |