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NAS100 30,808 +1.00% S&P 7,723 +0.73% GOLD $4,190 +0.67% BTC $85,975 −0.58% VIX 16.23 +6.01% live tape · as of 11:17 UTC
Vol. II · No. 278Monday, 5 October 2026
TTitan Protect

Intelligence · the data room

Activist Campaigns

13D filers and large position holders. When an activist takes a stake, the governance story changes.

Updated 5 Oct 2026

XAIRBeyond Air IncHealthcare38.830.02Lin Yi-ChienP - Purchase56,590.00
CRWVCoreWeave IncTechnology42.720.18Intrator Michael NS - Sale+OE$-6.9M
JCTCJewett-Cameron Trading Co LtdBasic Materials32.320.01Oregon Community FoundationS - Sale+OE-325,611.00
AMPLAmplitude, Inc.Technology34.940.09Skates SpenserS - Sale+OE-70,997.00
JCTCJewett-Cameron Trading Co LtdBasic Materials32.320.01Ajb Investment Fund Ii, LPP - Purchase23,067.00
WHDCactus, Inc.Energy62.750.06Bender ScottS - Sale+OE$-6.2M
WHDCactus, Inc.Energy62.750.06Bender JoelS - Sale+OE$-6.2M
CINTCI&T IncTechnology71.250.00Martins Fernando Matt BorgesP - Purchase13,111.00
WHLRWheeler Real Estate Investment Trust IncReal Estate48.140.06Stilwell JosephS - Sale+OE-15.00
IOTSamsara IncTechnology58.120.09Biswas SanjitS - Sale$-10.0M
IOTSamsara IncTechnology58.120.09Bicket JohnS - Sale+OE$-10.0M
AVRAnteris Technologies Global Corp.Healthcare38.30.09L1 Capital Pty LtdP - Purchase$3.0M
CRWVCoreWeave IncTechnology42.720.18Intrator Michael NS - Sale+OE$-26.7M
RDDTReddit IncCommunication Services66.880.14Huffman Steve LaddS - Sale+OE$-2.5M
FUNDSprott Focus Trust IncFinancials45.02George W WhitneyP - Purchase$1.8M
MEDPMedpace Holdings IncHealthcare55.120.07Troendle August J.S - Sale$-30.3M
GAPThe Gap, Inc.Consumer Cyclical59.940.14Fisher William SydneyS - Sale$-1.5M
UUUUniversal Safety Products IncIndustrials32.320.01Ault Milton C IIIP - Purchase5,134.00
CINTCI&T IncTechnology71.250.00Gon Cesar NivaldoP - Purchase20,145.00
CINTCI&T IncTechnology71.250.00Guicardi Neto BrunoP - Purchase8,410.00
MASS908 Devices IncHealthcare40.250.17Awm Investment Company, Inc.S - Sale-207,322.00
GRCEGrace Therapeutics IncHealthcare37.360.12Opaleye Management Inc.P - Purchase16,404.00
ACTEnact Holdings, Inc.Financials60.620.12Genworth Holdings, Inc.S - Sale$-37.1M
CRBGCorebridge Financial IncFinancials62.120.05Nippon Life Insurance CoP - Purchase$7.3M
TKLFTokyo Lifestyle Co Ltd ADRConsumer Cyclical50.910.10Kanayama MeiP - Purchase382,711.00
LILALiberty Latin America Ltd.Communication Services38.240.03Malone John CP - Purchase199,198.00
GRCEGrace Therapeutics IncHealthcare37.360.12Opaleye Management Inc.P - Purchase31,687.00
MXFMexico Fund IncFinancials45.02Saba Capital Management, L.P.P - Purchase25,243.00
GFNew Germany Fund IncFinancials45.02Saba Capital Management, L.P.P - Purchase139,574.00
GRXGabelli Healthcare & WellnessRx TrustFinancials26.81Saba Capital Management, L.P.P - Purchase4,941.00
PDXPIMCO Dynamic Income Strategy FundFinancials24.83Saba Capital Management, L.P.S - Sale-180,937.00
ECATBlackRock ESG Capital Allocation Term TrFinancials26.970.00Saba Capital Management, L.P.S - Sale-746,258.00
GBRNew Concept Energy IncReal Estate36.480.01Realty Advisors IncP - Purchase$2.0M
TPLTexas Pacific Land CorporationEnergy73.750.09Horizon Kinetics Asset Management LLCP - Purchase1,364.00
BMBLBumble IncCommunication Services49.030.15Bx Buzz Ml-1 Gp LLCS - Sale$-11.1M
APTAlpha Pro Tech LtdIndustrials70.120.01Millar DonnaS - Sale-35,134.00
PRTAProthena Corp PlcHealthcare42.720.19Scully William PP - Purchase$1.4M
BMBLBumble IncCommunication Services49.030.15Blackstone Holdings III Gp Management L.S - Sale$-11.1M
HSYHershey Company (The)Consumer Defensive53.750.07Hershey Trust Co Trustee In Trust For MiS - Sale+OE$-4.9M
CRBGCorebridge Financial IncFinancials62.120.05Nippon Life Insurance CoP - Purchase$27.5M
BMBLBumble IncCommunication Services49.030.15Btoa - Nq L.L.C.S - Sale$-11.1M
BMBLBumble IncCommunication Services49.030.15Bcp Buzz Holdings L.P.S - Sale$-11.1M
BMBLBumble IncCommunication Services49.030.15Bx Buzz Ml-1 Holdco L.P.S - Sale$-11.1M
NEGGNewegg Commerce IncConsumer Cyclical51.060.27Chang Fred FachingS - Sale-93,788.00
AFCGAdvanced Flower Capital IncFinancials45.05Tannenbaum Leonard MP - Purchase344,047.00
KODKodiak Sciences Inc.Healthcare36.360.27Baker Bros. Advisors LPP - Purchase$63.4M
ABNBAirbnbConsumer Cyclical49.620.04Blecharczyk NathanS - Sale+OE$-2.1M
KODKodiak Sciences Inc.Healthcare36.360.27Baker Bros. Advisors LPP - Purchase$35.0M
BNTXBioNTech SE ADRHealthcare37.240.03Sahin UgurS - Sale$-6.5M
KODKodiak Sciences Inc.Healthcare36.360.27Baker Bros. Advisors LPP - Purchase$58.6M
WDAYWorkday, Inc.Technology71.080.08Duffield David AS - Sale+OE$-18.7M
PINSPinterest IncCommunication Services71.250.13Silbermann BenjaminS - Sale+OE$-1.7M
JCTCJewett-Cameron Trading Co LtdBasic Materials32.320.01Ajb Investment Fund Ii, LPP - Purchase7,566.00
AFLAflacFinancials46.060.03Japan Post Holdings Co., Ltd.S - Sale$-1.4M
PARABanzai International, Inc.Technology31Davy Joseph P.P - Purchase0
MARMarriott InternationalConsumer Cyclical40.190.03Marriott David SS - Sale$-1.2M
MARMarriott InternationalConsumer Cyclical40.190.03Marriott J W JrS - Sale$-1.2M
ZDGEZedge IncCommunication Services51.80.00Jonas Howard SP - Purchase0
PRTAProthena Corp PlcHealthcare42.720.19Scully William PP - Purchase889,872.00
COURCoursera, Inc.Consumer Defensive53.440.09Pale Fire Capital SeP - Purchase$11.4M
MNOVMediciNova, Inc.Healthcare36.760.003D Investment Partners Pte. Ltd.S - Sale$-1.7M
CRBGCorebridge Financial IncFinancials62.120.05Nippon Life Insurance CoP - Purchase$6.2M
DLHCDLH Holdings CorpIndustrials38.30.01Mink Brook Asset Management LLCP - Purchase208.00
CINTCI&T IncTechnology71.250.00Guicardi Neto BrunoP - Purchase1,755.00
MEDPMedpace Holdings IncHealthcare55.120.07Troendle August J.S - Sale$-1.6M
AFLAflacFinancials46.060.03Japan Post Holdings Co., Ltd.S - Sale$-1.4M
TPLTexas Pacific Land CorporationEnergy73.750.09Horizon Kinetics Asset Management LLCP - Purchase340.00
RCGRENN Fund IncFinancials40.6Horizon Kinetics Asset Management LLCP - Purchase2,298.00
NMAXNewsmax, Inc.Communication Services34.560.66Conyers Investments LLCS - Sale-29,070.00
WORWorthington Enterprises, Inc.Industrials65.380.04McConnell John P/OhS - Sale+OE$-2.6M
GFNew Germany Fund IncFinancials45.02Saba Capital Management, L.P.P - Purchase13,649.00
MXFMexico Fund IncFinancials45.02Saba Capital Management, L.P.P - Purchase85,718.00
TPLTexas Pacific Land CorporationEnergy73.750.09Horizon Kinetics Asset Management LLCP - Purchase340.00
ACOGAlpha Cognition IncHealthcare42.720.01Opaleye Management Inc.P - Purchase270,800.00
METAMeta PlatformsCommunication Services64.030.01Zuckerberg MarkS - Sale+OE$-21.4M
LILALiberty Latin America Ltd.Communication Services38.240.03Malone John CP - Purchase458,654.00
AOMRAngel Oak Mortgage REIT IncReal Estate64.230.04Fierman MichaelP - Purchase290,511.00
BNTXBioNTech SE ADRHealthcare37.240.03Sahin UgurS - Sale$-6.0M
DLPNDolphin Entertainment IncCommunication Services52.420.00O'Dowd William IVP - Purchase4,884.00
LLYVKLiberty Live Holdings, Inc.Communication Services44.940.03Malone John CP - Purchase$2.9M
CRBGCorebridge Financial IncFinancials62.120.05Nippon Life Insurance CoP - Purchase$8.8M
APCARKO Petroleum CorpEnergy53.980.08Blackstone Holdings I L.P.S - Sale$-2.1M
HDSNHudson Technologies IncBasic Materials62.750.08Hartree Partners, LPP - Purchase604,446.00
AFCGAdvanced Flower Capital IncFinancials45.05Tannenbaum Leonard MP - Purchase88,203.00
INNVInnovAge Holding Corp.Healthcare44.370.05Tco Group Holdings, L.P.S - Sale$-92.5M
INNVInnovAge Holding Corp.Healthcare44.370.05Ignite Aggregator LPS - Sale$-92.5M
INNVInnovAge Holding Corp.Healthcare44.370.05Welsh, Carson, Anderson & Stowe Xii, L.PS - Sale0
AFLAflacFinancials46.060.03Japan Post Holdings Co., Ltd.S - Sale$-1.4M
GPIGroup 1 Automotive, Inc.Consumer Cyclical66.560.16Conifer Management, L.L.C.P - Purchase$31.5M
HSYHershey Company (The)Consumer Defensive53.750.07Hershey Trust Co Trustee In Trust For MiS - Sale+OE$-3.3M
DUOLDuolingo, Inc.Technology62.750.19Von Ahn LuisS - Sale+OE$-7.0M
NEGGNewegg Commerce IncConsumer Cyclical51.060.27Chang Fred FachingS - Sale-99,297.00
GOAIEva Live IncTechnology36.480.01Boulette DavidP - Purchase39,798.00
ARKRArk Restaurants CorpConsumer Cyclical32.320.01Weinstein Michael LawrenceS - Sale-807,524.00
RCGRENN Fund IncFinancials40.6Horizon Kinetics Asset Management LLCP - Purchase2,283.00
MXFMexico Fund IncFinancials45.02Saba Capital Management, L.P.P - Purchase39,001.00
GFNew Germany Fund IncFinancials45.02Saba Capital Management, L.P.P - Purchase61,874.00
WORWorthington Enterprises, Inc.Industrials65.380.04McConnell John P/OhS - Sale+OE$-4.2M
GPUSHyperscale Data IncIndustrials31.29Ault Milton C IIIP - Purchase117,459.00
SBGISinclair, Inc.Communication Services58.750.31Smith Frederick GS - Sale-16,099.00
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