Whale Moves
Cross five per cent of a company's voting shares and you have days to say so. File a 13D if you might seek to influence it, a 13G if you are simply holding — which is the difference between an activist and an index fund.
Recent filings
One row per filing. The percentage is the largest any single name on it reported — the names overlap, so they are not additive.
| Company | Who | Of class |
|---|---|---|
| ESEESCO Technologies Inc | TBG AGmay seek influence5.1M sh2026-10-01 | 16.4% |
| ESTCElastic NV | PICTET ASSET MANAGEMENT SAmay seek influence5.4M sh2026-10-05 | 5.2% |
| ESRTEmpire State Realty Trust Inc | Bruce Schanzerwith 2 others: Erez Asset Management LLC, Erez REIT Opportunities LPmay seek influence10M sh2026-10-01 | 5.8% |
| RWTRedwood Trust Inc | Amster Howardwith 18 others: HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #1 U/A DTD 05/20/2019, HORIZON GROUP PROPERTIES INC., PLEASANT LAKE APARTMENTS LIMITED PARTNERSHIP, HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #3 U/A DTD 05/20/2019, HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #4 U/A DTD 05/20/2019, AMSTER LIMITED PARTNERSHIP, HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #7 U/A DTD 05/20/2019, HOWARD AMSTER 2021 CHARITABLE REMAINDER UNITRUST U/A DTD 11/23/2021, PLEASANT LAKE APARTMENTS CORP, HOWARD AMSTER 2022 CHARITABLE REMAINDER UNITRUST #1 U/A DTD 03/09/2022, HOWARD AMSTER FOUNDATION, PLEASANT LAKE SKOIEN INVESTMENTS LLC, HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #5 U/A DTD 05/20/2019, HOWARD AMSTER 2021 CHARITABLE REMAINDER UNITRUST #1 U/A DTD 08/10/2021, HOWARD AMSTER AND TAMRA GOULD CHARITABLE REMAINDER UNITRUST U/A DTD 03/18/1993, HOWARD AMSTER CHARITABLER REMAINDER UNITRUST U/A DTD 04/22/1998, HOWARD AMSTER CHARITABLE REMAINDER UNITRUST U/A DTD 01/11/2005, HOWARD AMSTER 2019 CHARITABLE REMAINDER UNITRUST #2 U/A DTD 05/20/2019may seek influence11.3M sh2026-09-18 | 9.0% |
| FMCFMC Corp | Tessenderlo Group NVwith 1 other: Luc Jules R Tackmay seek influence31.1M sh2026-09-23 | 20.0% |
| HSTMHealthStream Inc | WJRJJ Ventures, LLCmay seek influence2.8M sh2026-09-14 | 9.6% |
| NFENew Fortress Energy Inc | Strategic Value Partners, LLCwith 5 others: Victor Khosla, Strategic Value Special Situations Master Fund V, L.P., Strategic Value Special Situations VI MF, L.P., Strategic Value Capital Solutions II MF L.P., Strategic Value Excelsior Fund, L.P.may seek influence19.2M sh2026-09-11 | 14.7% |
| MTNVail Resorts Inc | Oasis Management Co Ltd.with 5 others: Seth Fischer, Robert Chapek, M. Ashton Hudson, Bryce Roberts, Picabo Streetmay seek influence2.2M sh2026-09-11 | 6.2% |
| DTDynatrace Inc | PICTET ASSET MANAGEMENT SAmay seek influence14.6M sh2026-09-15 | 5.0% |
Source: Schedule 13D and 13G filings, via EDGAR, structured since the SEC's 2024 amendments. A filing names everyone with an interest in the same stake — a fund, its adviser, its principal, and any directors it proposes — so the names listed under each row report overlapping holdings and several may hold nothing at all.