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Massachusetts Financial Services Company

Activist investor & 5%+ owner · SC 13D/13G filings

Total Filings

54

Stocks Covered

37

Latest Filing

Jan 28, 2026

Filings

P10, INC.

SC 13G/A · Jan 28, 2026

3.5%

2.8M shares

CHECK POINT SOFTWARE TECHNOLOGIES LTD.

SC 13G/A · Jan 28, 2026

7.4%

7.9M shares

NETSKOPE, INC.

SC 13G/A · Jan 28, 2026

4.2%

3.6M shares

WINGSTOP INC

SC 13G · Jan 28, 2026

5.1%

1.4M shares

BLACK ROCK COFFEE BAR, INC.

SC 13G/A · Jan 28, 2026

6.3%

1.1M shares

TRANSUNION

SC 13G/A · Jan 28, 2026

8.0%

15.5M shares

THRYV HOLDINGS, INC.

SC 13G/A · Jan 28, 2026

6.5%

2.8M shares

PLAINS GP HOLDINGS, L.P.

SC 13G/A · Jan 28, 2026

4.8%

9.5M shares

TRANSUNION

SC 13G/A · Nov 4, 2025

9.4%

18.3M shares

APTIV PLC

SC 13G/A · Nov 4, 2025

4.7%

10.1M shares

NETSKOPE, INC.

SC 13G · Nov 4, 2025

6.7%

3.2M shares

STERIS PLC

SC 13G/A · Nov 4, 2025

4.9%

4.8M shares

ACV AUCTIONS INC.

SC 13G/A · Nov 4, 2025

3.9%

6.6M shares

HYATT HOTELS CORPORATION

SC 13G/A · Nov 4, 2025

6.5%

2.8M shares

CHECK POINT SOFTWARE TECHNOLOGIES LTD.

SC 13G · Nov 4, 2025

5.7%

6.2M shares

BLACK ROCK COFFEE BAR, INC.

SC 13G · Nov 4, 2025

5.3%

929K shares

PLAINS GP HOLDINGS, L.P.

SC 13G · Aug 4, 2025

5.1%

10.1M shares

NEWELL BRANDS INC.

SC 13G/A · Aug 4, 2025

4.9%

20.6M shares

GCM GROSVENOR INC.

SC 13G/A · Aug 4, 2025

4.0%

2.0M shares

HYATT HOTELS CORPORATION

SC 13G/A · Aug 4, 2025

5.3%

2.2M shares

KENVUE INC.

SC 13G/A · Aug 4, 2025

4.8%

91.2M shares

TPG Inc.

SC 13G/A · Aug 4, 2025

3.8%

5.2M shares

PLAINS GP HOLDINGS, L.P.

SC 13G/A · May 15, 2025

5.0%

9.9M shares

DIAGEO PLC

SC 13G/A · May 14, 2025

4.9%

110.1M shares

SMITH DOUGLAS HOMES CORP.

SC 13G · May 14, 2025

5.4%

487K shares

QIAGEN N.V.

SC 13G/A · May 14, 2025

11.6%

25.3M shares

AON PLC

SC 13G/A · May 14, 2025

4.6%

9.8M shares

ARAMARK

SC 13G/A · May 14, 2025

6.7%

17.6M shares

CANADA GOOSE HOLDINGS INC.

SC 13G/A · May 14, 2025

4.0%

1.8M shares

TRANSUNION

SC 13G/A · May 14, 2025

11.1%

21.7M shares

P10, INC.

SC 13G/A · May 14, 2025

6.0%

4.5M shares

HIGHWOODS PROPERTIES, INC.

SC 13G · May 14, 2025

5.7%

6.1M shares

NEWELL BRANDS INC.

SC 13G · May 14, 2025

5.0%

20.8M shares

THRYV HOLDINGS, INC.

SC 13G · May 14, 2025

5.4%

2.4M shares

FARMLAND PARTNERS INC.

SC 13G/A · May 14, 2025

1.8%

820K shares

BRUNSWICK CORPORATION

SC 13G · May 14, 2025

5.2%

3.4M shares

DUN & BRADSTREET HOLDINGS, INC.

SC 13G/A · May 2, 2025

2.0%

8.8M shares

DUN & BRADSTREET HOLDINGS, INC.

SC 13G/A · Apr 4, 2025

7.8%

34.5M shares

GUIDEWIRE SOFTWARE, INC.

SC 13G · Feb 13, 2025

5.3%

4.4M shares

P10, INC.

SC 13G · Feb 13, 2025

7.6%

4.2M shares

APTIV IRISH HOLDINGS LTD

SC 13G · Feb 13, 2025

6.1%

14.3M shares

FUNKO, INC.

SC 13G/A · Feb 13, 2025

0.9%

457K shares

KENVUE INC.

SC 13G · Feb 13, 2025

5.1%

97.7M shares

EUROPEAN WAX CENTER, INC.

SC 13G/A · Feb 13, 2025

0.1%

48K shares

AGILENT TECHNOLOGIES, INC.

SC 13G/A · Feb 13, 2025

4.4%

12.4M shares

PG&E CORP

SC 13G · Feb 13, 2025

5.6%

118.8M shares

WILLIS TOWERS WATSON PLC

SC 13G/A · Feb 13, 2025

6.4%

6.5M shares

RYANAIR HOLDINGS PLC

SC 13G · Feb 13, 2025

5.2%

56.2M shares

ARAMARK

SC 13G · Feb 13, 2025

5.1%

13.6M shares

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

SC 13G/A · Feb 13, 2025

4.4%

2.6M shares