Activist investor & 5%+ owner · SC 13D/13G filings
Total Filings
82
Stocks Covered
56
Latest Filing
Feb 6, 2026
UFP TECHNOLOGIES INC
SC 13G/A · Feb 6, 2026
10.1%
783K shares
CAMTEK LTD
SC 13G/A · Nov 14, 2025
8.8%
4.0M shares
GRID DYNAMICS HOLDINGS, INC.
0.0%
0 shares
Mama's Creations, Inc.
SC 13G/A · Aug 14, 2025
3.3M shares
7.7%
3.5M shares
Journey Medical Corp
6.7%
1.2M shares
Climb Global Solutions, Inc.
SC 13G · Aug 14, 2025
6.1%
281K shares
Esquire Financial Holdings, Inc.
4.3%
366K shares
TAT TECHNOLOGIES LTD
781K shares
Enpro Inc.
5.1%
1.1M shares
CASELLA WASTE SYSTEMS INC
5.5%
3.4M shares
Freshpet, Inc.
7.9%
3.8M shares
YETI Holdings, Inc.
2.3%
1.9M shares
Limbach Holdings, Inc.
639K shares
TREX CO INC
4.8%
5.2M shares
Bank OZK
4.9%
5.5M shares
Arhaus, Inc.
SC 13G/A · Aug 13, 2025
23.6%
12.7M shares
National Storage Affiliates Trust
4.7M shares
Smith Douglas Homes Corp.
14.2%
1.3M shares
STANDEX INTERNATIONAL CORP/DE/
SC 13G · Aug 13, 2025
7.2%
867K shares
Certara, Inc.
8.3%
13.5M shares
GCM Grosvenor Inc.
VALVOLINE INC
SC 13G/A · Aug 12, 2025
Open Lending Corp
SC 13G · Aug 12, 2025
5.2%
6.2M shares
Addus HomeCare Corp
SC 13G/A · Aug 11, 2025
929K shares
LAKELAND INDUSTRIES INC
SC 13G/A · Jul 3, 2025
4.6%
439K shares
HELIOS TECHNOLOGIES, INC.
SC 13G/A · Jun 6, 2025
2.7%
911K shares
GEN Restaurant Group, Inc.
2.2%
109K shares
Clearwater Analytics Holdings, Inc.
SC 13G/A · May 15, 2025
9.3M shares
SC 13G · May 13, 2025
6.5%
3.0M shares
SC 13G/A · May 13, 2025
10.2%
Finwise Bancorp
5.3%
704K shares
10.0%
Inspire Medical Systems, Inc.
1.5M shares
ICF International, Inc.
12.1%
2.2M shares
5.4%
931K shares
6.9%
INNOSPEC INC.
2.1%
528K shares
2.5M shares
VEECO INSTRUMENTS INC
5.6%
3.2M shares
Sunrise Realty Trust, Inc.
7.0%
941K shares
SANGAMO THERAPEUTICS, INC
SC 13G/A · May 12, 2025
11.6M shares
SC 13G · May 12, 2025
5.6M shares
4.6M shares
2.7M shares
Goosehead Insurance, Inc.
8.1%
2.0M shares
LUNA INNOVATIONS INC
CASTLE BIOSCIENCES INC
3.5%
998K shares
Red Violet, Inc.
SC 13G · May 9, 2025
854K shares
