Activist investor & 5%+ owner · SC 13D/13G filings
Total Filings
13,815
Stocks Covered
829
Latest Filing
Mar 5, 2026
ROCKWELL AUTOMATION INC
SC 13G/A · Feb 5, 2025
7.6%
8.6M shares
SANFILIPPO JOHN B & SON INC
17.5%
1.6M shares
SOUTHSTATE CORP
9.7%
9.8M shares
THRYV HOLDINGS, INC.
16.8%
7.2M shares
STEEL DYNAMICS INC
7.8%
11.9M shares
UNIVERSAL HEALTH SERVICES INC
8.5%
5.0M shares
SKECHERS USA INC
9.8%
12.9M shares
TJX COMPANIES INC
8.9%
99.7M shares
WASHINGTON TRUST BANCORP INC
12.0%
2.3M shares
SYSCO CORP
7.7%
38.0M shares
RADIUS RECYCLING, INC.
14.4%
4.0M shares
TELEFLEX INC
8.1%
3.8M shares
YORK WATER
12.4%
1.8M shares
TYLER TECHNOLOGIES INC
9.5%
4.1M shares
VISHAY INTERTECHNOLOGY INC
15.2%
18.9M shares
MUELLER INDUSTRIES INC
12.8%
14.5M shares
HELMERICH & PAYNE INC
15.7%
15.5M shares
OMEGA HEALTHCARE INVESTORS INC
34.5M shares
JBT Marel Corp
18.5%
5.9M shares
Plymouth Industrial REIT, Inc.
9.3%
4.2M shares
MASTEC INC
9.2%
7.3M shares
ISHARES CORE S & P TOTAL U.S. STOCK MARKET ETF
11.5%
57.2M shares
LAMB WESTON HOLDINGS INC
8.8%
12.5M shares
WEYERHAEUSER CO
70.2M shares
STEVEN MADDEN LTD
16.1%
11.6M shares
RIGEL PHARMACEUTICALS INC
SC 13G · Feb 5, 2025
9.9%
1.7M shares
Wingstop Inc.
12.2%
3.6M shares
HOVNANIAN ENTERPRISES INC
469K shares
POTLATCHDELTIC CORP
11.3M shares
NOVAVAX INC
8.4%
13.5M shares
ZEVRA THERAPEUTICS, INC.
ZUMIEZ INC
12.3%
2.4M shares
KOSMOS ENERGY LTD
56.7M shares
VANDA PHARMACEUTICALS INC
15.6%
9.1M shares
PROGRESSIVE CORP
9.0%
52.6M shares
UGI CORP /PA/
12.1%
25.9M shares
NORTHWEST PIPE CO
10.7%
1.1M shares
REGAL REXNORD CORP
6.4M shares
ISHARES GLOBAL CONSUMER DISCRETIONARY ETF
20.5%
297K shares
Piedmont Office Realty Trust, Inc.
12.6%
15.6M shares
SJW GROUP
19.0%
6.3M shares
MIDDLESEX WATER CO
19.5%
3.5M shares
HEICO CORP
8.0%
4.4M shares
KAISER ALUMINUM CORP
19.4%
3.1M shares
GRIFFON CORP
13.4%
GLOBAL NET LEASE INC
14.1%
32.5M shares
KELLANOVA
26.4M shares
MACERICH CO
45.7M shares
METROPOLITAN BANK HOLDING CORP
1.0M shares
MODINE MANUFACTURING CO
