Activist investor & 5%+ owner · SC 13D/13G filings
Total Filings
321
Stocks Covered
191
Latest Filing
Mar 6, 2026
XOMA Royalty Corp
SC 13G · May 7, 2025
9.3%
1.1M shares
Terns Pharmaceuticals, Inc.
8.1%
7.1M shares
Tarsus Pharmaceuticals, Inc.
SC 13G/A · May 7, 2025
4.7%
1.9M shares
Syndax Pharmaceuticals Inc
2.4%
2.0M shares
ROYCE MICRO-CAP TRUST, INC.
6.0%
3.1M shares
Virtus Dividend, Interest & Premium Strategy Fund
7.7%
7.3M shares
WM TECHNOLOGY, INC.
5.4%
5.6M shares
Samsara Inc.
3.6%
10.9M shares
WEX Inc.
7.1%
2.4M shares
WESTERN ASSET PREMIER BOND FUND
14.4%
1.7M shares
NUVEEN CALIFORNIA MUNICIPAL VALUE FUND
SC 13G · May 6, 2025
5.2%
Kornit Digital Ltd.
SC 13G/A · May 6, 2025
6.2%
2.8M shares
Oddity Tech Ltd
5.5%
NUVEEN CORE PLUS IMPACT FUND
9.0%
2.6M shares
NUVEEN CALIFORNIA AMT-FREE QUALITY MUNICIPAL INCOME FUND
5.1%
Grove Collaborative Holdings, Inc.
7.4%
3.0M shares
Neuberger Berman Next Generation Connectivity Fund Inc.
4.2M shares
FRANKLIN LTD DURATION INCOME TRUST
6.3%
Fortrea Holdings Inc.
5.6%
5.0M shares
LandBridge Co LLC
14.2%
3.3M shares
Dorman Products, Inc.
4.4%
1.3M shares
INDIVIOR PLC
3.7%
4.7M shares
PROKIDNEY CORP.
7.8%
10.1M shares
NYLI CBRE Global Infrastructure Megatrends Term Fund
5.0%
KIRBY CORP
3.4M shares
PGIM Global High Yield Fund, Inc.
4.9%
HIGHLAND OPPORTUNITIES & INCOME FUND
Core & Main, Inc.
SC 13G · May 5, 2025
9.9M shares
COMMUNITY HEALTH SYSTEMS INC
SC 13G/A · May 5, 2025
2.0%
Cohen & Steers Select Preferred & Income Fund, Inc.
762K shares
Cloudflare, Inc.
6.5%
20.2M shares
CACI INTERNATIONAL INC /DE/
1.8M shares
BrandywineGLOBAL-Global Income Opportunities Fund Inc
11.4%
BlackRock Enhanced Global Dividend Trust
2.9M shares
BlackRock 2037 Municipal Target Term Trust
13.0%
799K shares
BLACKBAUD INC
9.2%
4.5M shares
BEYOND, INC.
3.5%
AUDIOCODES LTD
4.3%
Aramark
16.8M shares
ALLSPRING UTILITIES & HIGH INCOME FUND
451K shares
agilon health, inc.
12.2%
50.2M shares
abrdn Total Dynamic Dividend Fund
9.5%
10.0M shares
abrdn Global Infrastructure Income Fund
5.7%
1.6M shares
Playa Hotels & Resorts N.V.
SC 13G/A · Apr 7, 2025
0.3%
404K shares
Aurora Innovation, Inc.
10.1%
140.7M shares
PELOTON INTERACTIVE, INC.
3.9%
14.4M shares
Pharming Group N.V.
1.2%
8.5M shares
SC 13G · Mar 6, 2025
10.0%
2.3M shares
Net Lease Office Properties
SC 13G/A · Mar 6, 2025
0.9%
138K shares
