Activist investor & 5%+ owner · SC 13D/13G filings
Total Filings
54
Stocks Covered
25
Latest Filing
Jan 16, 2026
Holley Inc.
SC 13G/A · Jan 16, 2026
5.2%
6.3M shares
Rocket Companies, Inc.
1.4%
13.0M shares
TrueBlue, Inc.
7.4%
2.2M shares
RANGE RESOURCES CORP
SC 13G · Jan 16, 2026
5.6%
13.2M shares
Proficient Auto Logistics, Inc
7.7%
Nomad Foods Ltd
5.8%
8.8M shares
VALVOLINE INC
5.1%
6.5M shares
Vimeo, Inc.
0.0%
0 shares
KELLY SERVICES INC
DENNY'S Corp
0.1%
78K shares
ARROW ELECTRONICS, INC.
4.9%
2.5M shares
American Integrity Insurance Group, Inc.
6.1%
1.2M shares
8X8 INC /DE/
7.2M shares
VIMEO INC
SC 13G · Nov 3, 2025
8.2M shares
TRUEBLUE INC
5.4%
1.6M shares
1.1M shares
6.3%
7.6M shares
FLEX LTD.
SC 13G/A · Nov 3, 2025
4.4%
17.9M shares
8.2%
2.3M shares
8.6M shares
NOMAD FOODS LTD
8.0%
12.2M shares
RESIDEO TECHNOLOGIES INC
6.6M shares
13.3M shares
SC 13G/A · Aug 11, 2025
5.7%
8.4M shares
9.1%
13.9M shares
HARLEY-DAVIDSON, INC.
3.2%
3.9M shares
19.3M shares
First American Financial Corp
SC 13G · Aug 11, 2025
5.3%
5.4M shares
ARROW ELECTRONICS INC
2.7M shares
PROFICIENT AUTO LOGISTICS INC
SC 13G/A · Aug 8, 2025
7.9%
2.1M shares
MASTERBRAND INC
7.9M shares
INTERDIGITAL INC
SC 13G/A · May 12, 2025
FLEX LTD
18.7M shares
SC 13G · May 12, 2025
1.7M shares
US FOODS HOLDING CORP
6.7%
15.5M shares
SLM CORP
4.8%
10.0M shares
6.4%
9.9M shares
BEACON ROOFING SUPPLY INC
4.1%
ROBERT HALF INC.
4.0%
4.1M shares
ROCKET COMPANIES INC
9.2%
13.6M shares
SC 13G · May 9, 2025
1.4M shares
6.0%
8X8 INC
SC 13G/A · May 9, 2025
6.4M shares
SC 13G/A · Feb 14, 2025
11.9M shares
ALLEGION PLC
4.6M shares
11.3M shares
Science Applications International Corp
4.7%
6.5%
9.5M shares
