Executive Summary
This intelligence stream reveals significant activist and institutional activity centered on shareholder value maximization and corporate control. Key themes include explicit activist positioning by the Smith family at Sonic Automotive, who are openly seeking to take the company private, and Oramed Pharmaceuticals' vocal opposition to Nano Dimension's proposed transaction with Infinite Epigenetics.
Major institutional staking is evident, with Vanguard increasing its Cogent Communications stake to 10.3% and Millennium Management taking 5%+ positions in WW International and TPG Inc. Notable exits include Lynrock Lake's aggressive sell-down of Teradata stock and Horizon Space Acquisition's de-SPAC exit. Related party block trades and insider monetization are observed at EchoStar (Charles Ergen's 53.2% static control) and Stablecoin Development Corp (formerly NovaBay), where major holders exercised warrants to maintain dominant >45% stakes. A significant M&A catalyst is pending with Holcim's public tender offer for Cementos Pacasmayo, while the Open Lending Corp acquisition at $3.15/share provides a clear arbitrage opportunity. The overall theme is one of capital reallocation, with passive institutional accumulation in select names offset by activist pressure and ownership consolidation in others, particularly in the technology and automotive sectors.
Materiality, sentiment, and priority are scored by Gunpowder’s analysis pipeline. How we score filings →
Filing types in this digest: Schedule 13D · Schedule 13G
Tracking the trend? Catch up on the prior US Activist Hedge Fund Institutional SEC 13D 13G digest from May 13, 2026.
Investment Signals (12)
- Sonic Automotive (SAH) (BULLISH)▲
Founding Smith family stakes surged to 41.8%-42.3% (diluted), explicitly stating shares are undervalued and reserving right to take company private or acquire >50%
- Nano Dimension (NNDM) (BULLISH)▲
Activist Oramed accumulated 7.2% stake (~$11.2M total) and publicly opposes the Infinite Epigenetics transaction, increasing likelihood of deal abandonment or better terms
- Cogent Communications (CCOI) (BULLISH)▲
Vanguard increased passive stake to 10.3% (up from 10.1%), signaling strong institutional confidence in the business model
- Open Lending Corp (LPRO) ↓ (BULLISH)▲
Merger agreement at $3.15/share cash with support from 6.4% shareholder True Wind Capital - a near-term catalyst for exiting positions
- Teradata (TDC) (BEARISH)▲
Lynrock Lake sold ~2.2M shares (23% of its position) in the past 60 days at $32-33, signaling deep concern about company prospects
- Cementos Pacasmayo (CPAC) (BULLISH)▲
Holcim committed to a public tender offer for 100% of outstanding shares, providing a significant premium opportunity for minority holders
- Lifetime Brands (LCUT) (BEARISH)▲
Mill Road Capital sold 2,731 shares and wrote out-of-the-money call options at $7.50 strike (Nov 2026), capping upside and signaling limited conviction
- Stablecoin Development Corp (NBY)▲
Framework and R01 groups exercised all pre-funded warrants, solidifying dominant >45% control, reducing liquidity and creating governance risk [MIXED/BEARISH]
- Shattuck Labs (STTK) (BULLISH)▲
Deep Track Capital disclosed 5.17% stake, a specialized healthcare fund positioning in a promising biotech
- WW International (WW) (BULLISH)▲
Millennium Management disclosed 6.0% passive stake, adding institutional credibility to a turnaround story
- Enliven Therapeutics (ELVN)▲
OrbiMed decreased ownership to 10.93%, a -0.5% decrease potentially signaling reduced conviction or profit-taking [NEUTRAL/BEARISH]
- Tesla (TSLA) (NEUTRAL)▲
Elon Musk's 13G filing reveals 19.9% beneficial ownership with complex vesting/forfeiture dynamics; key for governance and CEO control
Risk Flags (9)
- Teradata/Activist Exit↓ [HIGH RISK]▼
Lynrock Lake sold ~2.2M shares (23% of position) in 8 trading sessions, indicating deep bearish conviction or fundamental thesis breakage
- Nano Dimension/Activist Conflict↓ [HIGH RISK]▼
NNDM faces opposition from a 7.2% holder, Oramed, with explicit public opposition to the Infinite Epigenetics deal - risk of shareholder lawsuit or failed vote
- Stablecoin Development Corp/Governance Risk [HIGH RISK]▼
Two shareholder groups (Framework at 45.9%, R01 at 46.9% individually) hold combined ~92.8% control - near-total control concentration and zero public float risk
- Lifetime Brands/Insider De-Risking↓ [MEDIUM RISK]▼
Mill Road Capital sold shares and wrote deep out-of-the-money call options, capping upside and potentially signaling intent to exit gradually
- BNB Plus Corp/Biotech Transformation↓ [MEDIUM RISK]▼
Activist Comstock pushing strategic review to restructure biotech and crypto businesses - high uncertainty and potential for value destruction
- Enliven Therapeutics/OrbiMed Reduction↓ [LOW RISK]▼
Despite just -0.5% decrease, reduction from a key formative investor suggests cautious stance; further selling could pressure stock
- Almonty Industries/Plansee Selling↓ [LOW RISK]▼
Austrian shareholder reduced stake by 2.5M shares (8% of holdings) in February 2026 - novel institutional selling signal
- EchoStar/Control Concentration↓ [LOW RISK]▼
Charles Ergen's 53.2% ownership creates governance risk - no recent purchases suggests no near-term catalyst
- Central Puerto/Passive Uruguayan Holdco↓ [LOW RISK]▼
Cantomi Uruguay's 5.4% filing with no activist intent may mask eventual block trade overhang
Opportunities (10)
- Open Lending Corp/Merger Arbitrage↓ (OPPORTUNITY)◆
All-cash $3.15/share acquisition by ANV Group with support from 6.4% holder - recent share price near $3.00 offers ~5% arbitrage spread with low risk given tender support agreement
- Cementos Pacasmayo/Tender Offer↓ (OPPORTUNITY)◆
Holcim launched public tender for remaining shares after crossing 50% threshold - trading at a potential discount to offer price depending on terms
- Sonic Automotive/Going Private↓ (OPPORTUNITY)◆
Founders open about taking company private - aggressive buyback program already repurchased shares from 2022-2026, creating significant price support and upside optionality
- Nano Dimension/Activist Catalyst↓ (OPPORTUNITY)◆
Oramed's opposition creates pressure for strategic alternatives; if Infinite Epigenetics deal is blocked, stock could re-rate significantly
- Teradata/Capitulation Signal↓ (OPPORTUNITY)◆
Lynrock Lake's aggressive selling at $32-33 may represent final flush of a bearish thesis - stock may have bottomed if fundamentals stabilize
- Shattuck Labs/Specialist Healthcare Fund↓ (OPPORTUNITY)◆
Deep Track Capital with known healthcare focus now owns 5.17% - valuable endorsement for a micro-cap biotech with upcoming catalysts
- WW International/Millennium Management Signal↓ (OPPORTUNITY)◆
Millennium's 6.0% passive stake adds institutional credibility to a struggling company - potential turnaround narrative supported by sophisticated capital
- Tesla/Musk Compensation Clarity↓ (OPPORTUNITY)◆
Forfeiture of 96M shares and award of 286M restricted shares resolves key governance overhang from Tornetta decision - clearer ownership structure improves visibility
- Lionheart Holdings/SPAC Positioning↓ (OPPORTUNITY)◆
Harraden Circle's 6.52% passive stake suggests pre-deal interest - SPACs with hedge fund interest often have better de-SPAC outcomes
- LiqTech International/Niche Water Filtration↓ (OPPORTUNITY)◆
Marathon Micro Fund took 9.1% passive stake in a micro-cap water treatment company
Sector Themes (5)
- Activist Pressure in Tech-Enabled Services (SECTOR THEME)◆
Three filings (Teradata, Nano Dimension, Sonic) show activist or activist-like behavior targeting operational improvements, M&A strategy changes, or privatization - signaling broader trend in underperforming tech/service companies
- Institutional Passive Accumulation in Mid-Caps (SECTOR THEME)◆
Vanguard, Millennium, and other large asset managers using 13G filings to accumulate 5-10% stakes in mid-cap names (Cogent, WW, TPG) - signals institutional rotation into attractively valued growth names
- SPAC and De-SPAC Staking (SECTOR THEME)◆
Multiple filings (Lionheart, Horizon Space, Ocean Capital) show hedge funds taking passive stakes in pre-business combination SPACs - early positioning for deal announcements
- Dominant Shareholder Consolidation (SECTOR THEME)◆
EchoStar (53.2%), Nerdy (48.7% CEO), and Stablecoin/NovaBay (>92% combined) show trend of founders retaining outsized control - governance watch list
- Pharma/Biotech Specialist Staking (SECTOR THEME)◆
Deep Track (Shattuck Labs), OrbiMed (Enliven), and Coastlands Capital (Eloxx) all filing active stakes - growing interest from focused healthcare funds
Watch List (9)
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Watch for shareholder meeting vote on deal; Oramed's opposition may force postponement or abandonment; expected within next quarter
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Founders explicitly reserved right to take company private; watch for formal proposal or tender offer; highly material event if announced
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Tender offer expected to close following regulatory review; at $3.15/share, any spread compression near close provides low-risk arbitrage
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Holcim to announce formal tender terms; need premium calculation and timing; expected in coming weeks
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Watch for additional 13D filings or continued selling; if Lynrock exits entirely, it's a 7.6% overhang cleared
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With reduction to 10.93%, watch for continued filings below 10% threshold; would signal fundamental concern
- Stablecoin Development Corp/Shareholder Activity👁
With ~92.8% concentrated ownership, any insider selling or secondary filing would be highly material
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Comstock pushing restructuring of biotech and crypto assets - watch for spin-off, sale, or liquidation announcement
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Although passive now, 53.2% holder reserves right to engage - watch for any governance proposals or board changes
Filing Analyses
(30)
17-06-2026
The filing is a Schedule 13D/A amendment filed by Charles W. Ergen on June 17, 2026, disclosing his beneficial ownership of EchoStar Corp. common stock. As of June 15, 2026, Ergen beneficially owns 50,000,000 shares, representing approximately 53.2% of the outstanding shares. The filing states the shares are held for investment purposes, with no current plans for extraordinary corporate transactions, but reserves the right to engage in discussions with management or the board regarding strategy, capital allocation, or governance. The filing does not disclose any recent purchases, derivatives, or group activity.
- · The filing is an amendment (13D/A) to a previously filed Schedule 13D.
- · Ergen's ownership percentage (53.2%) is unchanged from prior filings.
- · The filing explicitly states no current plans for mergers, asset sales, or changes in board composition.
- · Ergen reserves the right to engage with management or the board on strategic matters.
- · No derivatives, hedging, or other economic exposure is disclosed.
17-06-2026
Elon Musk filed a Schedule 13G/A with the SEC disclosing beneficial ownership of 699,580,882 shares of Tesla common stock, representing 19.9% of outstanding shares. The filing reflects a complex ownership structure including shares held by the Elon Musk Revocable Trust, restricted shares subject to a service-based vesting condition, and excludes a separate 423,743,904 share performance-based award (2025 CEO Performance Award) over which Musk disclaims beneficial ownership due to a proxy/voting agreement. A prior interim award of 96,000,000 shares was forfeited on April 21, 2026 following a Tornetta Decision Event.
- · The ownership percentage is calculated using a base of 3,755,723,871 shares outstanding as of April 16, 2026, with adjustments adding the 286,428,773 restricted shares and deducting the 96,000,000 forfeited interim award shares and the 2025 Performance Award shares.
- · The restricted stock of 286,428,773 shares was received upon exercise of the 2018 stock option award to Musk.
- · Musk files as a Reporting Person under Rule 13d-1(d) of the Securities Exchange Act of 1934.
- · The Schedule 13G/A was filed on June 17, 2026, with an Event Date of June 16, 2026.
17-06-2026
Mill Road Capital II, L.P. and related parties filed Amendment No. 13 to their Schedule 13D, disclosing beneficial ownership of 1,063,079 shares of Lifetime Brands, Inc. common stock, representing approximately 4.7% of outstanding shares. During the reporting period (April 18, 2026 to June 17, 2026), the Fund sold 2,731 shares at prices around $9.27 per share and sold call options on 1,208 underlying shares with a $7.50 strike price expiring November 20, 2026, generating premium income. The filing indicates a slight reduction in share count from prior periods, though no prior ownership percentage is provided for direct comparison.
- · The Fund sold 1,382 shares on June 15, 2026 at $9.2930 per share and 1,349 shares on June 16, 2026 at $9.2424 per share.
- · Call options sold: 798 underlying shares on June 16, 2026 at $2.2899 per share premium, strike $7.50, expiring November 20, 2026; 410 underlying shares on June 17, 2026 at $2.2653 per share premium, same strike and expiration.
- · The Reporting Persons acquired the shares using working capital from the Fund and proceeds of margin loans maintained with a broker.
- · Thomas E. Lynch serves as Chairman of both the GP and the Management Company.
- · The filing updates the business address of the Reporting Persons to 334 Pemberwick Road, Second Floor, Greenwich, CT 06831.
17-06-2026
Comstock MultiChain Fund, L.P. and related parties filed an amended Schedule 13D disclosing beneficial ownership of 1,178,402 shares of BNB Plus Corp. common stock (9.99% of outstanding shares) as of June 12, 2026. The filing details a restructuring of Comstock's holdings through a warrant inducement exchange agreement, converting certain warrants into convertible preferred stock. An affiliate of the reporting persons has been retained by BNB Plus's board to conduct a strategic review of the company's biotech and digital asset treasury businesses, potentially leading to restructuring or strategic transactions.
- · The warrant exercise price was $3.82 per share of common stock.
- · No borrowed funds were used to finance the acquisition of the new securities.
- · The Preferred Stock and Warrants contain a beneficial ownership limitation (Blocker) capping ownership at 9.99%.
- · Off the Chain Capital LP is a limited partner in Comstock with an indirect interest exceeding 5% of the class of securities.
- · The strategic review may involve recommendations of combinations, partnerships, investments, or other transactions, potentially including the affiliate as a principal party.
17-06-2026
Holcim Ltd. and its affiliate Inversiones ASPI S.A. filed an amended Schedule 13D disclosing beneficial ownership of 211,985,547 common shares (50.01%) of Cementos Pacasmayo SAA as of June 16, 2026. On June 15, 2026, Holcim's Executive Committee determined to proceed with a public tender offer for any and all outstanding common shares, indicating a potential full acquisition.
- · The filing is an amendment to the original Schedule 13D filed on April 4, 2026.
- · The public tender offer will be for any and all issued and outstanding common shares.
- · The ownership percentage is based on 423,868,449 common shares outstanding as of June 16, 2026.
17-06-2026
Plansee Holding AG filed a Schedule 13G with the SEC on June 17, 2026, disclosing beneficial ownership of 27,656,474 common shares of Almonty Industries Inc., representing 9.78% of the 282,845,444 shares outstanding as of March 31, 2026. The filing notes a reduction from 30,156,474 shares previously held as of September 30, 2025, following a disposition of 2,500,000 shares on February 27, 2026, with the remaining shares held indirectly through GTP Europe S.A.R.L.
- · Plansee Holding AG is an Austrian company (C4) with EIN 000000000, filing under Rule 13d-1(d).
- · The shares are held indirectly through GTP Europe S.A.R.L., a Luxembourg direct subsidiary under common control with Global Tungsten & Powder LLC.
- · Plansee USA Beteiligungs GmbH (Austria) is the direct sole owner of GTP Europe S.A.R.L.
- · The filing references Almonty's Form 6-K filed with the SEC on May 12, 2026, for share count.
17-06-2026
Deep Track Capital, LP filed a Schedule 13G with the SEC on June 17, 2026, disclosing beneficial ownership of 5,000,033 shares of Shattuck Labs, Inc. (STTK) common stock, representing a 5.17% stake. The filing includes Deep Track Biotechnology Master Fund, Ltd. and David Kroin as reporting persons, with shares held for investment purposes and not to influence control.
- · The beneficial ownership is calculated using 96,801,464 total shares outstanding, which includes 95,508,165 common shares outstanding as of June 11, 2026 per the issuer's prospectus, plus 1,293,299 Pre-Funded Warrants convertible to common shares by the reporting person.
- · The Pre-Funded Warrants are subject to a 9.99% Maximum Percentage exercise limitation.
- · Deep Track Capital, LP and David Kroin disclaim beneficial ownership except to the extent of their pecuniary interest.
- · The filing is made pursuant to Rule 13d-1(c), indicating an passive investment intent.
17-06-2026
This Schedule 13D/A filing by Charles Cohn and Allison Cohn reports their beneficial ownership in Nerdy Inc. as of June 11, 2026. Charles Cohn beneficially owns 79,822,406 shares (48.7% of Class A Common Stock) and serves as Chairman and CEO, while Allison Cohn owns 12,601,127 shares (9.5%). However, the filing also notes that Charles Cohn disclaims beneficial ownership of Allison Cohn's shares, and the total Class A shares outstanding are 127,041,917, with an additional 36,740,960 Class B shares held by Charles Cohn.
- · Charles Cohn disclaims beneficial ownership of 12,601,127 shares held by Allison Cohn.
- · Allison Cohn has sole voting and dispositive power over her 12,601,127 shares.
- · The Founder and CEO Performance Award is divided into seven equal tranches with stock price goals from $18.00 to $42.00 per share.
- · The Tax Receivable Agreement provides for 85% of net cash savings from tax basis increases to be paid to TRA Holders.
- · Charles Cohn's ownership includes shares held through multiple trusts and entities, including Charles K. Cohn VT Trust and Cohn Family Trust.
17-06-2026
Stellantis N.V. and its affiliates filed a Schedule 13D disclosing beneficial ownership of 8,669,995 shares of Series A Common Stock of Factorial Energy Inc., representing 9.5% of the outstanding shares, following the completion of a business combination on June 5, 2026. The shares were acquired through conversion of previously held Factorial securities, including a $2,000,000 secured convertible promissory note. Stellantis also gained board representation with the election of Jon Nelson, Chief Executive of Stellantis Financial Services, to Factorial's board.
- · Lock-up provisions restrict transfer of shares: 25% released after 180 days, 25% after 270 days, and 50% after one year from Closing Date, with potential early release if trading price conditions are met.
- · The Issuer must file a resale registration statement within 30 calendar days after the Closing Date and use commercially reasonable efforts to have it declared effective.
- · Registration rights agreement terminates on the earlier of seven years from the date of the agreement or when a holder no longer holds any registrable securities.
- · No transactions in Series A Common Stock were effected by the Reporting Persons during the past 60 days.
17-06-2026
The filing is a Schedule 13G/A submitted by The Vanguard Group on June 17, 2026, reporting a 10.3% beneficial ownership stake in Cogent Communications Holdings, Inc. as of December 31, 2025. Vanguard's passive investment strategy is confirmed, and the filing shows a slight increase from the prior 10.1% ownership reported in the previous 13G filing. No negative metrics or declines are present in this filing.
- · Vanguard's beneficial ownership increased from 10.1% to 10.3% of Cogent Communications common stock.
- · Total shares beneficially owned: 5,100,000 as of December 31, 2025.
- · Vanguard disclaims beneficial ownership of shares held in various accounts and confirms passive investment intent.
- · The filing is an amendment to the initial Schedule 13G filed on February 13, 2025.
17-06-2026
The filing is a Schedule 13G submitted by an institutional investor reporting a passive stake in Strata Critical Medical, Inc. as of June 17, 2026. No specific ownership percentage, share count, or transaction details are disclosed in the available summary, limiting the ability to assess materiality or investment signal.
- · Filing type: Schedule 13G (passive intent)
- · Filing date: June 17, 2026
- · AccNo: 0001013594-26-000667
- · Size: 22 KB
- · Sector: not specified
17-06-2026
On June 15, 2026, Open Lending Corp entered into a Merger Agreement with ANV Group Holdings Ltd. to be acquired for $3.15 per share in cash. Major shareholders True Wind Capital and its affiliates, holding 7,545,144 shares (6.4% of outstanding), have agreed to tender all their shares and support the deal. No transactions by the reporting persons occurred in the prior 60 days.
- · The Merger Agreement includes a tender offer for all outstanding shares at $3.15 per share in cash.
- · Following the offer, Merger Sub will merge into the Issuer, making it an indirect wholly owned subsidiary of Parent.
- · Nebula Holdings LLC has entered into a Tender and Support Agreement to tender all its shares, vote against any competing proposals, and waive appraisal rights.
- · The Support Agreement terminates upon termination of the Merger Agreement, the Effective Time, or certain amendments reducing consideration.
- · No transactions in the Issuer's Common Stock were effected by the reporting persons during the past 60 days.
17-06-2026
HSG Holding Ltd and its affiliates (including HongShan Capital funds) disclosed a 9.5% beneficial ownership stake in Amber International Holding Ltd (AMBR), comprising 40,968,718 Class A Ordinary Shares as of June 10, 2026. The filing is a Schedule 13G (passive investment) under Rule 13d-1(c).
- · The filing is made under Rule 13d-1(c), indicating a passive investment intent (not to change or influence control).
- · HSG Holding Ltd is the general partner of both HSG Growth V Management and HSG Venture VIII Management, which are general partners of the respective HongShan funds.
- · The CUSIP number 45113Y203 refers to the American Depositary Shares, not the underlying Class A Ordinary Shares.
- · The Class A Ordinary Shares are not listed for trading; the ADRs are traded.
17-06-2026
Bolton Partners Ltd. and its sole control person, CEO/Chairman Kamal Anthony Hatoum, collectively beneficially own 22,953,917 Class A Shares (17.6% of class) of BBB Foods Inc., following a June 6, 2026 deemed beneficial ownership threshold crossing. Their holdings include 5,210,000 Class B Shares (15 votes each), 12,445,583 Class C Shares, and 5,025,000 exercisable options for Class A Shares, plus Mr. Hatoum's direct 273,334 Class A Shares. The filing also notes Bolton Partners sold 150,000 Class C Shares at $32.50/share on June 1, 2026, while concurrently exercising pre-emptive rights to purchase 10,000 new Class B Shares at the same price.
- · Class B Shares carry 15 votes per share, while Class A Shares carry 1 vote per share.
- · Class C Shares will automatically convert into Class A Shares on a one-for-one basis on August 6, 2026.
- · Class B Shares will become convertible into Class A Shares on a one-for-one basis on August 6, 2026 (or earlier upon certain events).
- · A 'Liquidity Lock-Up Period' prevents sale of Class B and C Shares until August 6, 2026, subject to permitted transfers.
- · Holders of Class B Shares have pre-emptive rights to subscribe for new equity issuances to maintain proportional ownership.
- · Bolton Partners holds 5,025,000 options exercisable within 60 days for Class A Shares.
- · Mr. Hatoum disclaims beneficial ownership of shares held by Bolton Partners except to the extent of his pecuniary interest.
- · The filing was made due to the Reporting Persons crossing the 5% beneficial ownership threshold as of June 6, 2026, resulting from the deemed conversion of Class B and C Shares.
17-06-2026
On June 17, 2026, a group of entities led by Domicilium Capital Partners LLC and Daniel Simon filed a Schedule 13G with the SEC, disclosing aggregate beneficial ownership of 854,973 shares of Eloxx Pharmaceuticals, Inc. common stock, representing 19.99% of the outstanding shares. The filing includes several affiliated entities, with Domicilium Real Estate Fund III LP owning 5.9%, BKJLAGG, LLC owning 14.1%, MSEK Charleston LLC owning 5.6%, and Bold Stroke Investments, LLC owning 5.6%. The filing notes that pre-funded warrants held by the reporting persons are excluded due to a 19.99% beneficial ownership limitation.
- · The filing is made pursuant to Rule 13d-1(c), indicating the securities were not acquired with the purpose of changing or influencing control of the issuer.
- · All reporting entities share a business address at 535 S. Kimball Ave, Suite 140, Southlake, Texas 76092.
- · The filing includes a Joint Filing Agreement among all reporting persons.
- · Domicilium Capital Partners LLC holds no shares directly but manages accounts that own the shares.
- · None of the reporting persons have sole voting or dispositive power over any shares; all power is shared.
17-06-2026
Millennium Management LLC and related entities filed a Schedule 13G/A with the SEC on June 17, 2026, disclosing a 6.0% beneficial ownership stake in WW International, Inc. as of June 10, 2026. The filing, made under Rule 13d-1(c), indicates the securities were not acquired to change or influence control of the issuer. The filing also includes a joint filing agreement among the entities.
- · The filing was made under Rule 13d-1(c) of the Securities Exchange Act of 1934.
- · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers.
- · The filing includes a joint filing agreement dated June 16, 2026, among the reporting entities.
- · The beneficial ownership is reported as of June 10, 2026.
- · The filing is an amendment to a previous Schedule 13G.
17-06-2026
Integrated Core Strategies (US) LLC, an entity within Millennium Management, has reported a 5.1% beneficial ownership stake in TPG Inc. as of June 11, 2026, holding 7,805,076 shares of Class A Common Stock. The filing is made under Rule 13d-1(c) and includes a joint filing agreement among the reporting entities, confirming that the securities were not acquired with the purpose of changing or influencing control of the issuer.
- · The filing is an SC 13G (not 13D), indicating passive investment intent without control influence.
- · Millennium Management LLC, Millennium Group Management LLC, and Israel A. Englander are joint filers, collectively reporting 5.2% ownership (8,029,263 shares).
- · The securities are held by entities under the voting and investment control of Millennium Management LLC, but the filing disclaims beneficial ownership for the parent entities beyond their pecuniary interest.
- · The joint filing agreement was executed on June 16, 2026.
17-06-2026
Horizon Space Acquisition II Corp. (HSPT) consummated its business combination with SL Bio Ltd. on June 12, 2026, resulting in the Reporting Persons (Sponsor and Mingyu Li) ceasing to beneficially own any Ordinary Shares of HSPT. This Schedule 13D/A serves as an exit filing, as the Reporting Persons no longer hold more than 5% of the outstanding shares.
- · The Business Combination was completed on June 12, 2026, pursuant to a Business Combination Agreement dated May 9, 2025.
- · Immediately prior to the merger, each HSPT Unit was detached into one HSPT Ordinary Share and one HSPT Right; each HSPT Right was converted into one-tenth of one HSPT Ordinary Share.
- · Each HSPT Ordinary Share was exchanged for one newly issued PubCo Ordinary Share.
- · The Reporting Persons no longer beneficially own any securities of HSPT as of June 12, 2026.
- · The Sponsor had previously purchased 1,725,000 ordinary shares for $25,000 under a Securities Purchase Agreement dated July 25, 2024.
17-06-2026
Harraden Circle Investments, LLC and related entities filed a Schedule 13G with the SEC on June 17, 2026, disclosing beneficial ownership of 1,500,000 Class A shares of Lionheart Holdings, representing a 6.52% stake. The filing is a passive investment (Rule 13d-1(c)) and includes multiple funds and Frederick V. Fortmiller, Jr. as reporting persons.
- · The filing is made under Rule 13d-1(c), indicating the shares were not acquired to change or influence control of Lionheart Holdings.
- · Harraden Circle Investors, LP holds 807,329 shares (3.51%), Harraden Circle Special Opportunities, LP holds 270,894 shares (1.18%), Harraden Circle Strategic Investments, LP holds 219,460 shares (0.95%), and Harraden Circle Concentrated, LP holds 202,317 shares (0.88%).
- · Frederick V. Fortmiller, Jr. is the managing member of both Harraden Circle Investments, LLC and Harraden Circle Investors GP, LLC, and may be deemed to indirectly beneficially own all 1,500,000 shares.
- · The filing date is June 17, 2026, with the event date of change as June 10, 2026.
17-06-2026
Cantomi Uruguay S.A. filed a Schedule 13G with the SEC on June 17, 2026, disclosing beneficial ownership of 82,481,755 common shares of Central Puerto S.A., representing 5.4% of the outstanding shares as of December 31, 2025. The filing indicates a passive investment intent, with no aim to change or influence control of the issuer.
- · The filing was made pursuant to Rule 13d-1(c) under the Securities Exchange Act of 1934.
- · Cantomi Uruguay S.A. is organized under the laws of Uruguay, with its business address at 25 de Mayo 444, Of 401, Montevideo, Uruguay.
- · The beneficial ownership consists of 6,558,587 ADSs (representing 65,585,870 common shares) and 16,895,885 common shares directly held.
- · The filing certifies that the securities were not acquired with the purpose or effect of changing or influencing control of the issuer.
17-06-2026
Coastlands Capital LP and related entities filed a Schedule 13G disclosing beneficial ownership of 410,530 shares of Eloxx Pharmaceuticals, Inc. common stock, representing 9.99% of the outstanding shares as of June 10, 2026. The filing includes 337,431 common shares and 73,099 shares issuable upon exercise of pre-funded warrants, subject to a 9.99% beneficial ownership limitation. The filing is made as a passive investor, not for the purpose of changing or influencing control of the issuer.
- · The filing is made under Rule 13d-1(c) as a passive investor exemption.
- · The entities disclaim membership in a group for filing purposes.
- · Each reporting person disclaims beneficial ownership except for the pecuniary interest.
- · The beneficial ownership calculation excludes pre-funded warrants held in excess of the 9.99% limitation.
- · The Partnership (Coastlands Capital Partners LP) holds the shares for the benefit of its investors.
- · The filing includes a joint filing agreement (Exhibit 99.1) authorizing Coastlands Capital LP to file future statements.
17-06-2026
OrbiMed Advisors LLC and related entities filed Amendment No. 4 to Schedule 13D on June 17, 2026, reporting a decrease in their beneficial ownership of Enliven Therapeutics, Inc. (ELVN) common stock to 10.93% (7,634,630 shares) from a prior level above 11%, primarily due to an increase in total shares outstanding to 69,822,929. The filing states no current plans for extraordinary corporate actions, mergers, or board changes, but the group may adjust its position based on market conditions.
- · The filing is Amendment No. 4 to Schedule 13D, originally filed February 28, 2023.
- · The decrease in ownership percentage was triggered by both a share sale by the Reporting Persons and an increase in total outstanding shares (69,822,929 as of June 12, 2026).
- · OrbiMed Advisors exercises voting and investment power through a management committee of Carl L. Gordon, Sven H. Borho, and W. Carter Neild.
- · The Reporting Persons state they have no current plans for mergers, asset sales, board changes, or other extraordinary corporate actions.
17-06-2026
Lynrock Lake LP filed an amended Schedule 13D with the SEC on June 17, 2026, reporting beneficial ownership of 7,189,401 shares of Teradata Corp common stock, representing 7.6% of the 94.1 million shares outstanding. However, the filing reveals that Lynrock Lake sold a total of approximately 2,165,275 shares over the past sixty days (June 10–17, 2026) at weighted average prices between $32.38 and $33.53 per share, indicating a significant reduction in its position.
- · Lynrock Lake sold 208,284 shares on June 10, 2026 at a weighted average price of $33.1875.
- · Lynrock Lake sold 153,771 shares on June 11, 2026 at a weighted average price of $32.5769.
- · Lynrock Lake sold 477,940 shares on June 12, 2026 at a weighted average price of $32.7091.
- · Lynrock Lake sold 544,767 shares on June 15, 2026 at a weighted average price of $33.5331.
- · Lynrock Lake sold 400,297 shares on June 16, 2026 at a weighted average price of $33.3442.
- · Lynrock Lake sold 380,216 shares on June 17, 2026 at a weighted average price of $32.3763.
- · The filing is Amendment No. 2 to the Schedule 13D originally filed on March 21, 2025 and amended on February 12, 2026.
17-06-2026
Framework Ventures IV L.P. and its affiliated group filed Amendment No. 5 to their Schedule 13D to report the full cashless exercise of pre-funded warrants issued in October 2025, resulting in the group holding 32,690,366 shares, or approximately 45.9% of the outstanding common stock of Stablecoin Development Corp (formerly NovaBay Pharmaceuticals, Inc.). The exercise added 11,307,300 shares net of a 24,720-share withholding. The disclosure reflects the group's continued dominant ownership stake with shared voting and dispositive power over all shares.
- · The group exercises shared voting and dispositive power over all 32,690,366 shares.
- · No reporting person has sole power to vote or dispose any shares.
- · No transactions in common stock occurred in the past 60 days other than the warrant exercise.
- · The warrant exercise price was paid on a cashless basis, with 24,720 shares withheld.
17-06-2026
R01 Fund LP and related entities (R01 Capital LLC, R01 Capital Manager LLC, and Michael Kazley) have exercised in full 11,332,020 pre-funded warrants on a cashless basis, resulting in the issuance of 11,307,300 new shares and a net increase in their collective beneficial ownership. The group now holds 33,404,510 shares (46.9%) of Stablecoin Development Corp (formerly NovaBay Pharmaceuticals), while Michael Kazley individually holds 37,523,338 shares (49.8%), based on 27,835,180 shares outstanding as of June 15, 2026.
- · The pre-funded warrants were originally issued on October 16, 2025.
- · This is Amendment No. 6 to the Schedule 13D, originally filed on October 15, 2025.
- · The group includes Framework Ventures entities and individuals for purposes of Rule 13d-3.
- · No transactions in Common Stock were effected by the Reporting Persons during the past 60 days.
- · R01 entities have no sole voting or dispositive power; all power is shared with Michael Kazley.
- · Michael Kazley has sole dispositive power over 4,118,828 shares.
17-06-2026
Oramed Pharmaceuticals Inc. filed an amended Schedule 13D disclosing it now owns 15,079,708 ordinary shares (7.2%) of Nano Dimension Ltd. as of June 15, 2026. Between May 13 and June 15, 2026, Oramed spent approximately $8.7M to acquire 6,336,565 shares in open market purchases, and also engaged in options transactions totaling ~$2.5M. However, Oramed expressed strong opposition to Nano Dimension's proposed transaction with Infinite Epigenetics, calling it not in the best interests of shareholders.
- · Oramed sold 600 shares on May 14, 2026 at $2.00 per share.
- · Oramed sold 500,000 shares on June 15, 2026 at $1.27 per share.
- · On May 14, 2026, Oramed purchased call options for 3,700,000 shares with $2.00 strike expiring May 15, 2026, and sold put options for 3,700,000 shares with $2.00 strike expiring May 15, 2026.
- · On June 15, 2026, Oramed purchased call options for 350,000 shares ($2.00 strike, Nov 20, 2026 expiry) and 150,000 shares ($1.50 strike, Aug 21, 2026 expiry) as part of option spreads.
- · Oramed's open market purchases occurred at declining prices: $1.73 on May 13, $1.69 on May 14, and $1.27 on June 15.
17-06-2026
This Schedule 13D/A filed on June 17, 2026, reports increases in beneficial ownership stakes held by the founding Smith family and Sonic Financial Corporation (SFC) in Sonic Automotive, driven by aggressive share repurchases by the company from June 2022 through June 2026. B. Scott Smith now holds 41.8% and David Bruton Smith holds 42.3% of Class A Common Stock on a diluted basis. The reporting persons state the shares are undervalued and explicitly reserve the right to pursue a going-private transaction or acquire more than 50% of the outstanding stock.
- · The ownership increases are principally due to Issuer repurchases of Shares in the open market from June 22, 2022 to June 12, 2026.
- · The Reporting Persons explicitly state they believe the Shares are undervalued at current market prices.
- · The Reporting Persons have not committed to an exact number of additional Shares to acquire, but reserve the right to potentially acquire more than 50% beneficial ownership.
- · The filing explicitly mentions a possible 'going-private' transaction as one of the alternatives under evaluation.
- · No transactions in Shares were effected by the Reporting Persons in the last 60 days.
17-06-2026
Joshua Thomas Shinkle filed a Schedule 13G with the SEC on June 17, 2026, reporting beneficial ownership of 50,500 common shares of Aditxt, Inc. (ADTX), representing approximately 6.19% of the company's outstanding shares. The filing indicates the shares were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control of the issuer.
- · The filing was made pursuant to Rule 13d-1(c), indicating the filer is a passive investor.
- · Joshua Thomas Shinkle's address is listed as 1198 Richey Rd, Felicity, Ohio 45120-9742.
- · The filing date is June 17, 2026, with the event date of beneficial ownership as June 11, 2026.
- · The filer certifies that the securities were not acquired for the purpose of changing or influencing control of the issuer.
17-06-2026
Space Summit Capital LLC disclosed beneficial ownership of 784,000 Units of Ocean Capital Acquisition Corp, representing 6.8% of total outstanding units, in a Schedule 13G filing dated June 17, 2026. The filing indicates passive investment intent under Rule 13d-1(c), with no purpose or effect of changing or influencing control of the issuer.
- · Filing type is Schedule 13G (passive investment), not 13D (activist).
- · Space Summit Capital LLC is a Delaware limited liability company with business address in Los Angeles, CA.
- · The filing certifies securities were not acquired to change or influence control of the issuer.
- · Ocean Capital Acquisition Corp is classified under SIC 6770 (Blank Checks) and is based in Hong Kong.
17-06-2026
Marathon Micro Fund, LP disclosed beneficial ownership of 3,000,000 shares of LiqTech International Inc, representing a 9.1% stake, in a Schedule 13G filing dated June 17, 2026. The shares were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.
- · Filing type is Schedule 13G, indicating passive investment intent.
- · Sole voting power and sole dispositive power over all 3,000,000 shares are held by Marathon Micro Fund, LP.
- · The shares were acquired as of June 10, 2026.
- · The filer's address is 4 North Park Drive, Suite 106, Hunt Valley, MD 21030.
- · An aggregate of 0 shares are held by the fund with shared voting or dispositive power.
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