Activist investor & 5%+ owner · SC 13D/13G filings
Total Filings
50
Stocks Covered
24
Latest Filing
Mar 6, 2026
FactSet Research Systems Inc.
SC 13G/A · Mar 6, 2026
9.3%
3.5M shares
Choice Hotels International, Inc.
SC 13G/A · Jan 7, 2026
14.7%
6.8M shares
Vail Resorts, Inc.
SC 13G/A · Nov 14, 2025
14.0%
5.0M shares
Montrose Environmental Group, Inc.
5.3%
1.9M shares
Gartner, Inc.
5.2%
3.9M shares
Iridium Communications Inc.
0.0%
13K shares
indie Semiconductor, Inc.
10.2%
20.3M shares
4.1%
1.6M shares
CAREDX, INC.
SC 13G · Nov 14, 2025
5.1%
2.7M shares
Red Rock Resorts, Inc.
SC 13G/A · Aug 14, 2025
17.8%
10.7M shares
7.2%
7.7M shares
12.3%
23.9M shares
SC 13G/A · May 15, 2025
2.5M shares
4.6%
3.6M shares
Krispy Kreme, Inc
1.8%
3.1M shares
TWFG, Inc.
SC 13G · Feb 14, 2025
5.4%
800K shares
SC 13G/A · Feb 14, 2025
17.1%
10.2M shares
Primerica, Inc.
1.5M shares
6.3%
2.1M shares
Hyatt Hotels Corporation
11.3%
4.8M shares
6.7%
11.4M shares
Afya Limited
4.2%
SC 13G/A · Jan 3, 2025
10.4%
19.2M shares
SC 13G/A · Nov 14, 2024
12.7%
15.8%
9.4M shares
4.7%
9.0M shares
Kinsale Capital Group, Inc.
7.1%
1.7M shares
8.8%
10.5M shares
8.1%
14.6M shares
10.5%
4.7M shares
Guidewire Software, Inc.
6.6%
5.5M shares
4.9%
3.8M shares
FIGS, Inc.
14.6%
23.8M shares
6.0%
2.3M shares
European Wax Center, Inc.
0 shares
Endava plc
1.4%
850K shares
Codere Online Luxembourg, S.A.
7.7%
9.4%
4.4M shares
Baldwin Insurance Group, Inc.
4.5%
3.0M shares
ARCH CAPITAL GROUP LTD.
19.6M shares
SC 13G · Nov 14, 2024
4.8%
2.2M shares
SC 13G/A · Sep 9, 2024
9.5%
4.5M shares
SC 13G/A · Feb 14, 2024
6.5%
SARISSA CAPITAL ACQUISITION CORP.
SC 13G/A · Feb 14, 2023
7.6%
3.7M shares
SC 13G/A · Apr 7, 2022
9.6%
4.3M shares
Desktop Metal, Inc.
SC 13G/A · Feb 15, 2022
8.7%
4.2M shares
SC 13G/A · Feb 14, 2022
