US Activist Hedge Fund Institutional SEC 13D 13G — July 09, 2026

09-07-2026

Carlos Domingo, CEO and Director of Securitize Corp. (formerly Securitize Holdings, Inc.), filed a Schedule 13D disclosing beneficial ownership of 9,016,960 shares of Common Stock (including exercisable options), representing 5.4% of the outstanding shares as of July 1, 2026. The shares were acquired in connection with the July 1, 2026 business combination between Cantor Equity Partners II, Inc. and Old Securitize, Inc. The filing also reveals a $3.5 million loan agreement entered into by Domingo in December 2025, secured by a pledge of 150,000 Old Securitize shares (converted to 666,591 shares of Common Stock).

• · The Exchange Ratio for the Business Combination was approximately 4.4439454 shares of Issuer equity per share of Old Securitize equity.
• · The Lock-Up Agreement restricts transfer of Restricted Securities for 180 days from Closing Date (July 1, 2026), with early-release provisions if VWAP exceeds $15.00, $17.50, and $20.00 for at least 20 out of 30 consecutive trading days starting 90 days after Closing.
• · An addendum to the Lock-Up Agreements clarified that restrictions do not apply to shares acquired by Lock-Up Parties through open market or PIPE financing purchases of CEPT Class A Ordinary Shares prior to the Business Combination.
• · The Restated Registration Rights Agreement requires the Issuer to file a shelf registration statement within 30 calendar days of the Business Combination and use commercially reasonable efforts to have it declared effective within 90 calendar days of filing (or 3 business days if not reviewed).
• · The Reporting Person has sole voting power over all securities held by the Trusts.

09-07-2026

Baron Ren, through his wholly-owned entity Golden Brighter Limited, filed an amended Schedule 13D disclosing a 19.10% beneficial ownership stake in Maase Inc. as of July 8, 2026. The filing reveals two recent disposals: 380,000 Class A shares on January 15, 2026 for $570,000, and 8,197,938 Class A shares on July 8, 2026 for $12,296,907. Despite these sales, the ownership percentage remained high at 19.10%, though voting power is only 7.66% due to the superior voting rights of Class B shares.

• · The filing is Amendment No. 3 to Schedule 13D, originally filed September 5, 2025.
• · Golden Brighter Limited is 100% owned by Baron Ren.
• · Each Class A share has 1 vote; each Class B share has 100 votes.
• · The disposals were in privately negotiated transactions, not open market sales.
• · No other person has the right to receive dividends or proceeds from the shares.

09-07-2026

CDH Venture Capital III Ltd and related entities filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 8,262,060 Class A ordinary shares (represented by 2,754,020 ADSs) of BingEx Ltd as of June 30, 2026. This stake represents 4.8% of the 173,811,951 Class A ordinary shares outstanding as of February 28, 2026. The filing indicates no change in ownership from the prior filing, as the same number of shares was reported.

• · The filing is an amendment (Schedule 13G/A) filed on July 9, 2026.
• · CDH Venture Capital III Ltd is 100% owned by CDH Venture Partners III, L.P., whose general partner is CDH Venture GP III Company Limited.
• · Voting and investment power is exercised by the investment committee of CDH Venture GP III Company Limited, consisting of WU Shangzhi, WANG Lin, and HUANG Yan.
• · Each of WU Shangzhi, WANG Lin, and HUANG Yan disclaims beneficial ownership except for their pecuniary interests.
• · The ADSs are quoted on The Nasdaq Global Select Market under the symbol 'FLX' with CUSIP number 090337106.

09-07-2026

Gary G. Friedman, Chairman and CEO of RH, filed an amended Schedule 13D disclosing a decrease in his beneficial ownership from approximately 24.91% to 23.88% of RH's outstanding common stock. The decrease resulted from an increase in total shares outstanding (to 18,926,221) and his sale of 125,000 shares between July 6-8, 2026, at an average price of $165.35 per share, to fund personal residence improvements and repay personal line of credit borrowings. The filing reflects a net reduction in ownership of approximately 1.03% since the prior filing.

• · The sale of 125,000 shares was executed over three days: July 6 (69,069 shares at $169.48 avg), July 7 (7,693 shares at $170.12 avg), and July 8 (48,238 shares at $158.66 avg).
• · Friedman's beneficial ownership includes 3,226,337 shares of common stock and 1,700,000 shares subject to options exercisable within 60 days.
• · The filing was triggered by a decrease in beneficial ownership exceeding 1.0% since the prior filing.

09-07-2026

MHR Fund Management LLC and related entities, led by Mark H. Rachesky, M.D., filed an amended Schedule 13D with the SEC on July 9, 2026, disclosing aggregate beneficial ownership of 18,096,228 Class B Variable Voting Shares of Telesat Corporation, representing approximately 35.5% of the class. The filing updates ownership percentages for various MHR entities, with MHR Sun GP LLC owning 13.2% and MHR Fund Management LLC owning 35.4%. The reporting persons state the shares were acquired for investment purposes and may consider further acquisitions or dispositions in the future.

• · The filing is an amendment (No. 2) to the original Schedule 13D filed on November 19, 2021, and Amendment No. 1 filed on May 14, 2024.
• · The reporting persons have no plans or proposals for any of the transactions described in Item 4 (b) through (j) of Schedule 13D, such as extraordinary corporate transactions, changes in board or management, or material changes in capitalization.
• · The reporting persons reserve the right to acquire or dispose of additional securities in the future.

09-07-2026

MHR Fund Management LLC and related entities filed an amended Schedule 13D with the SEC, disclosing aggregate beneficial ownership of 37,648,498 common shares (13.0%) of Lionsgate Studios Corp. as of July 8, 2026. The filing details the complex ownership structure involving multiple MHR funds, trusts, and Dr. Mark H. Rachesky, who individually holds 37,910,710 shares (13.0%). The reporting persons state the shares were acquired for investment purposes and may consider further acquisitions or dispositions, but have no current plans for major corporate transactions.

• · The filing excludes 7,035,969 shares held by Liberty Global parties and 37,548,125 shares held by Liberty entities, which the reporting persons may be deemed to beneficially own under voting agreements.
• · MHR Capital Partners Master Account LP holds 2,385,199 shares (0.8%), MHR Sun II holds 797,526 shares (0.3%), and MHR Sun IIA holds 1,916,271 shares (0.7%).
• · The reporting persons have no plans or proposals for major corporate transactions such as mergers, asset sales, or changes in board composition at this time.

09-07-2026

Liberty Mutual Holding Company Inc. and its affiliates filed a Schedule 13G/A with the SEC on July 9, 2026, disclosing aggregate beneficial ownership of 501,359 common shares of Sound Point Direct Lending BDC, representing 9.2% of the 5,456,612 shares outstanding as of April 30, 2026. The filing reflects no change in the number of shares held compared to the prior filing, indicating a stable ownership position. The shares are held across four wholly-owned insurance subsidiaries, with Liberty Mutual Insurance Company and Peerless Insurance Company each holding 200,544 shares (3.7% each), and Safeco Insurance Company of America and The Ohio Casualty Insurance Company each holding 50,136 shares (0.9% each).

• · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G filed on February 13, 2026.
• · Liberty Mutual Holding Company Inc. disclaims beneficial ownership of all shares held by its subsidiaries.
• · The shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.
• · The issuer's name was changed from Sound Point BDC to Sound Point Direct Lending BDC effective March 17, 2025.

09-07-2026

ALPS Advisors, Inc. and its affiliated Alerian MLP ETF filed a Schedule 13G/A disclosing beneficial ownership of 36,629,600 common units (8.87%) of Western Midstream Partners, LP as of June 30, 2026. The Alerian MLP ETF alone holds 36,093,217 units (8.74%). The filing is a routine passive investment disclosure under Rule 13d-1(b), with no change in control intent.

• · The filing is an amendment (13G/A) to a prior Schedule 13G.
• · ALPS Advisors, Inc. disclaims beneficial ownership of the securities held by the Funds.
• · The securities were acquired and are held in the ordinary course of business, not to change or influence control of the issuer.

09-07-2026

ALPS Advisors, Inc. and Alerian MLP ETF filed a Schedule 13G with the SEC on July 9, 2026, disclosing beneficial ownership of 9,851,493 common units (7.98%) and 9,734,757 common units (7.89%), respectively, in WaterBridge Infrastructure LLC as of June 30, 2026. The filing indicates the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control of the issuer.

• · The Schedule 13G is filed pursuant to Rule 13d-1(b), indicating passive investment intent.
• · ALPS Advisors, Inc. disclaims beneficial ownership of the securities reported, which are held by investment funds it advises.
• · Alerian MLP ETF is a registered investment company to which ALPS Advisors provides investment advice.
• · The filing covers securities as of June 30, 2026, and was signed on July 6, 2026.

09-07-2026

ALPS Advisors, Inc. and its advised fund, Alerian MLP ETF, filed a Schedule 13G/A disclosing beneficial ownership of 4,384,141 common units (8.25%) of Delek Logistics Partners, LP as of June 30, 2026. The filing is a routine passive ownership disclosure under Rule 13d-1(b), with no change in control intent. The Alerian MLP ETF alone holds 4,342,693 units (8.17%).

• · The filing is an amendment (Schedule 13G/A) filed on July 9, 2026, with a date of change of July 6, 2026.
• · ALPS Advisors, Inc. disclaims beneficial ownership of the securities, stating they are owned by the Funds it advises.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

09-07-2026

ALPS Advisors, Inc. and its advised fund Alerian MLP ETF filed a Schedule 13G/A disclosing combined beneficial ownership of 29,254,074 common units in Hess Midstream LP, representing 22.79% of outstanding shares, as of June 30, 2026. The bulk of the holdings (28,894,932 units, 22.51%) are held by the Alerian MLP ETF, with ALPS Advisors disclaiming beneficial ownership of the securities. The filing represents a passive stake and was made under Rule 13d-1(b), with no intention to change or influence control.

• · The filing is an amendment (Schedule 13G/A), indicating previous beneficial ownership disclosure was already on file
• · ALPS Advisors is an investment adviser registered under the Investment Advisers Act of 1940; Alerian MLP ETF is a registered investment company advised by ALPS
• · Neither ALPS nor the ETF has sole voting or dispositive power over any shares; the 29.3M units represent sole dispositive and shared voting power held by ALPS on behalf of the Funds
• · AAI disclaims beneficial ownership of the securities reported in the schedule

09-07-2026

Wasatch Advisors LP disclosed a 5.4% beneficial ownership stake in BBB Foods Inc (TBBB) as of June 30, 2026, holding 4,239,474 Class A Common Shares. The filing is an amendment (SC 13G/A) and indicates the shares were acquired in the ordinary course of business, not for control purposes.

• · Wasatch Advisors LP has sole voting power over 3,393,446 shares and sole dispositive power over all 4,239,474 shares.
• · The filing is made under Rule 13d-1(b), indicating the filer is an institutional investment manager.
• · The filing date is July 9, 2026, with the ownership snapshot as of June 30, 2026.

09-07-2026

ALPS Advisors, Inc. and the Alerian MLP ETF filed a Schedule 13G/A with the SEC on July 9, 2026, disclosing beneficial ownership of 24,435,476 common units of Sunoco LP, representing 11.93% of the outstanding limited partner interests. The filing indicates that the securities are held by the Alerian MLP ETF, for which ALPS Advisors serves as investment adviser, and both entities disclaim beneficial ownership beyond Section 13(d) purposes. The filing confirms the stake was acquired and is held in the ordinary course of business, not for control purposes.

• · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
• · ALPS Advisors, Inc. is registered as an investment adviser under Section 203 of the Investment Advisers Act of 1940.
• · Alerian MLP ETF is a registered investment company under the Investment Company Act of 1940.
• · Both entities disclaim beneficial ownership of the securities reported, stating they are owned by the Funds.
• · The filing certifies that the securities were not acquired with the purpose of changing or influencing control of Sunoco LP.

09-07-2026

ALPS Advisors, Inc. and the Alerian MLP ETF filed a Schedule 13G/A disclosing beneficial ownership of 5,844,099 common units of Global Partners LP, representing 17.19% of the outstanding units as of June 30, 2026. The filing indicates that the securities are held by the Funds and that ALPS Advisors disclaims beneficial ownership. No change in ownership percentage from the prior filing is reported, reflecting a flat position.

• · The filing is an amendment (Schedule 13G/A) filed on July 9, 2026, with an event date of June 30, 2026.
• · ALPS Advisors, Inc. is an investment adviser registered under the Investment Advisers Act of 1940.
• · Alerian MLP ETF is a registered investment company and one of the Funds advised by ALPS Advisors.
• · The reporting persons disclaim beneficial ownership of the securities for purposes other than Section 13(d) of the Securities Exchange Act of 1934.
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

09-07-2026

D. E. Shaw & Co., L.P. and David E. Shaw filed a Schedule 13G with the SEC on July 9, 2026, disclosing beneficial ownership of 1,366,285 shares of Alight, Inc. Class A Common Stock, representing 5.2% of outstanding shares as of July 1, 2026. The filing is a routine passive ownership disclosure under Rule 13d-1(c), with no indication of any intent to change or influence control of the issuer.

• · The filing is made pursuant to Rule 13d-1(c), indicating passive investment intent.
• · David E. Shaw disclaims beneficial ownership of the 1,366,285 shares.
• · The reporting persons certify that the securities were not acquired to change or influence control of the issuer.

09-07-2026

Hexstone Capital LLC and its managing member Brendan O'Neil disclosed a 9.37% beneficial ownership stake in Jet.AI Inc. as of July 2, 2026, holding 180,000 shares of common stock. The filing is a routine Schedule 13G, indicating the shares were acquired in the ordinary course and not with the intent to change or influence control of the issuer.

• · The filing was made under Rule 13d-1(c), indicating the reporting persons are passive investors.
• · Hexstone Capital LLC is a Nevada limited liability company; Brendan O'Neil is a U.S. citizen.
• · The reporting persons' business address is 3053 Fillmore St, Suite 303, San Francisco, CA 94123.
• · Brendan O'Neil does not directly own any shares; all 180,000 shares are held by Hexstone Capital LLC.

09-07-2026

Bleichroeder LP and related parties filed a Schedule 13D/A disclosing that after tendering 118,665.44 shares in the Issuer's quarterly repurchase offer (completed July 7, 2026 at $25.45 per share), they beneficially own 1,249,141.59 Class I Common Shares of First Eagle Real Estate Debt Fund, representing approximately 41% of the outstanding shares. The filing reflects a reduction in their stake from the prior period due to the tender, but they remain the dominant shareholder with shared voting and dispositive power over all held shares.

• · The filing is Amendment No. 4 to the original Schedule 13D filed April 7, 2025.
• · The repurchase offer ended on July 7, 2026, and the price was based on net asset value per share on that date.
• · Reporting Persons have shared voting and dispositive power over all 1,249,141.59 Shares.
• · No other transactions in the Shares were effected by the Reporting Persons within the past 60 days except the tender described.

09-07-2026

Durable Capital Partners LP filed a Schedule 13G with the SEC on July 9, 2026, disclosing beneficial ownership of 23,586,614 ordinary shares of Bending Spoons S.p.A., representing a 7.3% stake. The shares are held indirectly through Durable Capital Master Fund LP (17,707,744 shares) and Durable Capital Opportunities Fund LP (5,878,870 shares). The filing indicates passive investment intent, with no purpose of changing or influencing control of the issuer.

• · The filing is made under Rule 13d-1(b), indicating passive investment intent.
• · Durable Capital Partners LP serves as investment adviser to both Durable Capital Master Fund LP and Durable Capital Opportunities Fund LP, with sole power to direct vote and disposition of the shares.
• · Durable Capital Partners GP LLC is the general partner of the Reporting Person.
• · The economic benefits of the shares are shared based on agreements among the parties.
• · The filing certifies that the securities were acquired in the ordinary course of business and not to change or influence control.

09-07-2026

Renesas Electronics America Inc. and its parent Renesas Electronics Corporation filed a Schedule 13D disclosing beneficial ownership of 3,558,691 shares (11.9%) of SiTime Corp. The shares were issued as partial consideration for SiTime's acquisition of Renesas' timing business, which closed on July 1, 2026 for approximately $1,500,000,000 in cash and the shares. The filing includes registration rights allowing Renesas to resell the shares subject to a 6-month lock-up and volume restrictions, and provides for the appointment of Renesas CEO Hidetoshi Shibata as a Class I director of SiTime, representing a strategic partnership with potential overhang from future share sales.

• · The transaction closed on July 1, 2026 (Closing Date) under the Asset Purchase Agreement dated February 4, 2026.
• · Registration Rights Agreement includes a 6-month lock-up: Renesas may not transfer shares without 15 days' prior written notice, and may not transfer more than 33% of the Acquired Shares in any rolling 45-day period.
• · Renesas is entitled to request underwritten offerings (max three per 18 months) for the acquired shares.
• · Hidetoshi Shibata will serve as a Class I director until the next annual meeting after closing, entitled to standard non-employee director compensation.
• · The beneficial ownership is calculated based on 29,955,519 total shares outstanding after issuance.

09-07-2026

Globalharvest Holdings Venture Ltd filed an amended Schedule 13D with the SEC on July 9, 2026, disclosing beneficial ownership of 12,370,439 shares of Mission Produce, Inc. common stock, representing 14.01% of the 88,319,807 shares outstanding as of June 3, 2026. The filing details a series of open-market purchases over the past 60 days, including 650,415 shares at $12.73 on July 6, 491,865 shares at $13.40 on July 7, and 687,222 shares at $13.42 on July 8, 2026. The aggregate acquisition cost for all shares held is approximately $156.4 million, with the most recent purchases occurring at prices above the earlier average cost.

• · The filing is an amendment to Schedule 13D, indicating ongoing accumulation of shares.
• · The most recent purchases (July 6-8, 2026) were at prices between $12.73 and $13.42 per share, above the earlier average cost of approximately $11.27 per share (based on total cost of ~$156.4M for 12.37M shares).
• · The filing references a prior transaction with Calavo Growers, Inc. where 549,360 Mission Produce shares were received in exchange for 561,145 Calavo shares.
• · The reporting person disclaims beneficial ownership of any shares by Covered Persons and disclaims membership in a group for Section 13(d) purposes.

09-07-2026

Adage Capital Management, L.P. filed a Schedule 13G with the SEC on July 9, 2026, disclosing beneficial ownership of 1,355,149 shares of Nine Energy Service, Inc. common stock, representing a 9.71% stake. The filing was made under Rule 13d-1(d) and includes joint filers Robert Atchinson and Phillip Gross, who share voting and dispositive power over the shares held by Adage Capital Partners, L.P.

• · The filing is made under Rule 13d-1(d), indicating the filer is a passive investor not seeking control.
• · Adage Capital Management, L.P. serves as investment manager for Adage Capital Partners, L.P., which directly holds the shares.
• · Robert Atchinson and Phillip Gross each disclaim beneficial ownership except to the extent of their pecuniary interest.
• · The total outstanding shares used for percentage calculation (13,950,000) is based on the company's Form 8-K filed March 10, 2026.

09-07-2026

Wolverine Asset Management LLC and related entities filed an amended Schedule 13G with the SEC on July 9, 2026, disclosing that they beneficially own 0 Class A ordinary shares (0%) of Eureka Acquisition Corp. The filing indicates that Wolverine Asset Management, its parent Wolverine Holdings LLC, and managers Christopher L. Gust and Robert R. Bellick each hold no voting or dispositive power over any shares of the issuer.

• · Filing is an amendment (SC 13G/A) to a prior Schedule 13G.
• · Filing date: July 9, 2026; event date: July 6, 2026.
• · Wolverine Asset Management LLC is an investment adviser filing under Rule 13d-1(b).
• · The filing certifies that the securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

09-07-2026

Lynrock Lake LP, along with its affiliates, filed a Schedule 13D disclosing beneficial ownership of 19,015,087 shares of Yext, Inc. (YEXT), representing 19.0% of the outstanding common stock. The filing was triggered by the appointment of Cynthia Paul, Chief Investment Officer of Lynrock Lake, to Yext's Board of Directors on July 7, 2026, after an invitation from the company. The aggregate purchase price for the stake was approximately $122,020,350, with all shares acquired between March 2022 and June 2026 for investment purposes.

• · The Schedule 13D supersedes a prior Schedule 13G initially filed on February 14, 2024, with multiple amendments.
• · All shares were purchased by Lynrock Lake Master Fund LP between March 9, 2022 and June 15, 2026, using working capital (including possible margin loans).
• · Cynthia Paul was invited to join Yext's Board on July 1, 2026, and formally appointed on July 7, 2026, to serve until the 2027 Annual Meeting.
• · The Reporting Persons disclaim status as a 'group' for purposes of the Schedule 13D.
• · Recent transactions (past 60 days) include multiple purchases of Yext common stock at prices ranging from $3.4375 to $4.0400 per share, totaling over 800,000 shares.

09-07-2026

Peak XV Partners Seed Investment and related entities filed a Schedule 13D disclosing beneficial ownership of 6,468,999 Class A Ordinary Shares of Horizon Quantum Holdings Ltd., representing 20.3% of the outstanding shares. The stake was acquired through a business combination that closed on March 16, 2026, converting a prior $6,000,000 investment in Horizon Quantum Computing Pte. Ltd. into the current holding. The shares are subject to a lock-up agreement expiring 24 months after closing, though approximately 9.0% of non-affiliate shares were waived prior to closing.

• · The business combination agreement was dated September 9, 2025 and closed on March 16, 2026.
• · Peak Investments Seed's Private Horizon securities were converted into 6,468,999 Class A Ordinary Shares at closing.
• · The lock-up period is 24 months from the Closing Date (March 16, 2026) or until a liquidation/merger event.
• · A registration statement for resale of securities was filed on April 16, 2026 and declared effective on April 23, 2026.
• · No transactions in the issuer's securities were effected by the reporting persons during the past 60 days.

09-07-2026

Senvest Management, LLC and Richard Mashaal filed a Schedule 13G on July 9, 2026, disclosing beneficial ownership of 6,186,206 shares of WM Technology, Inc. Class A Common Stock, representing 5.6% of the outstanding shares. The filing is a routine passive ownership disclosure under Rule 13d-1(c), indicating no intention to change or influence control of the company.

• · The filing is a Schedule 13G (passive investor disclosure), not a 13D (activist filing).
• · Shares are held through two investment vehicles: Senvest Master Fund, LP and Senvest Technology Partners Master Fund, LP.
• · Senvest Management acts as investment manager for the funds; Richard Mashaal is the managing member of Senvest Management.
• · Total outstanding Class A Common Stock used for percentage calculation: 111,376,293 shares as of May 4, 2026, per the company's Form 10-Q.
• · The filing includes a Joint Filing Agreement between Senvest Management and Richard Mashaal.

09-07-2026

Heng Fai Ambrose Chan and affiliated entities (Alset Inc., Alset International Limited, Global Biomedical Pte. Ltd.) filed an amended Schedule 13D disclosing aggregate beneficial ownership of 26,464,246 shares of DSS, Inc. common stock, representing 86.8% of the 10,042,518 shares outstanding as of July 9, 2026. The filing details a $2,450,000 convertible promissory note issued to Alset International Limited on March 26, 2026, convertible at $0.74 per share, and warrants to purchase up to 16,554,055 shares at $0.93 per share, exercisable from June 3, 2026 through March 26, 2031. The filing reflects a significant concentration of ownership and potential future dilution from the convertible instruments and warrants.

• · The convertible promissory note issued March 26, 2026 became convertible on June 3, 2026.
• · The warrants have an exercise price of $0.93 per share and expire on March 26, 2031.
• · Alset International Limited holds warrants to purchase up to 16,554,055 shares, which is more than 1.6 times the current outstanding shares.
• · Heng Fai Ambrose Chan directly holds 1,184,475 shares.
• · Heng Fai Holdings Limited holds 1,002,978 shares.
• · Global Biomedical Pte. Ltd. holds 311,634 shares.
• · Alset Inc. holds 2,581,268 shares plus a $500K convertible note.
• · Alset International Limited holds 1,068,309 shares, a $2.45M convertible note, and the warrants.

09-07-2026

TXV Partners IV, LLC and its managing member E. Scott Crist filed a Schedule 13G disclosing beneficial ownership of 5,750,000 Class B ordinary shares of Texas Ventures Acquisition IV Corp, representing 25.0% of the total Class A and Class B shares outstanding (assuming conversion). The filing indicates no change in ownership from the prior period, with no shares bought or sold.

• · The 5,750,000 founder shares exclude 3,775,000 Class A shares purchasable upon exercise of warrants that are not presently exercisable.
• · Class B shares are convertible into Class A shares on a one-for-one basis automatically upon or after a business combination, or at the holder's option prior to that.
• · The filing is a joint filing agreement between TXV Partners IV, LLC and E. Scott Crist.

09-07-2026

Bess Ventures & Advisory, LLC and related parties (Lane Bess, the Destin Huang Irrevocable Trust) filed an amended Schedule 13D disclosing aggregate beneficial ownership of approximately 10.4% of Blaize Holdings, Inc. common stock as of July 7, 2026. The filing details the acquisition of shares through the business combination closing in January 2025, a foreclosure on 3.5 million shares of Debtor Collateral Stock in May 2026, and a subsequent issuance of 2 million shares pursuant to a Settlement Agreement on July 7, 2026. Lane Bess serves as Chairman of the Board and the reporting persons may engage in further transactions or strategic discussions with the company.

• · The Business Combination closed on January 13, 2025, with Blaize common stock converting at a ratio of approximately 0.78 shares of Blaize Holdings common stock per share of Blaize common stock.
• · Bess Ventures loaned $25,000,000 to the Sponsor via Bess Notes; the Sponsor defaulted, leading to foreclosure on 3,500,000 shares of Debtor Collateral Stock on May 8, 2026.
• · On July 7, 2026, the Company issued 2,000,000 shares of Common Stock to Bess Ventures pursuant to a Settlement Agreement.
• · Lane Bess holds 185,234 shares underlying stock options exercisable at $1.18 per share (converted from options exercisable for 237,500 shares of Blaize common stock at $0.92 per share).
• · The reporting persons disclaim beneficial ownership of shares not held of record by them and state they acquired the securities for investment purposes.
• · Mr. Bess expects to receive customary equity grants (stock options or restricted stock units) for his service as Chairman of the Board.

09-07-2026

Cerberus Capital Management II, L.P. and its affiliates filed Amendment No. 11 to their Schedule 13D, disclosing that on July 8, 2026, Gregory Nixon resigned from the board of Eos Energy Enterprises, Inc. and Nathaniel Fick resigned as a Class III director, with Fick being immediately re-elected to the board as a designee of the Series B Preferred Stock holder (CCM Denali Equity). The filing also confirms that Cerberus and its affiliates continue to beneficially own 159,587,654 shares of common stock, representing 31.1% of the outstanding shares, unchanged from the prior filing.

• · Gregory Nixon resigned from the board on July 8, 2026.
• · Nathaniel Fick resigned as a Class III director on July 8, 2026, and was immediately elected to replace Nixon as a designee of the Series B Preferred Stock holder.
• · Fick will continue to serve on the Board's Nominating and Corporate Governance Committee.
• · The ownership stake of 31.1% (159,587,654 shares) remains unchanged from the prior filing.

09-07-2026

CEO James G. Silk filed a Schedule 13D disclosing beneficial ownership of approximately 1,101,419 shares of Beneficient Class A Common Stock, representing 7.5% of outstanding shares. The filing details an October 2025 limited conversion in which Silk converted approximately $4.58 million of BCH Preferred A-1 Unit Accounts into 1,101,082 Class A Shares at a conversion price of $4.16 per share, with those shares subject to a lock-up until October 2028 and a potential forfeiture adjustment in 2028 based on the average closing price.

• · The shares and prices have been retroactively adjusted to reflect a 1-for-8 reverse stock split effective December 15, 2025.
• · Mr. Silk's 1,101,419 shares include 97 shares from restricted equity units and 240 shares from restricted stock units convertible within 60 days.
• · The Limited Conversion (October 2025) waived the 20% annual conversion limit and the minimum conversion price requirement for the BCH Preferred A-1 Unit Accounts.
• · If the 30-day average closing price on January 1, 2028 exceeds $4.16, Mr. Silk must forfeit to the Issuer the excess number of shares above what would have been issuable at that higher price.
• · The Conversion Shares (1,101,082) are subject to a lock-up agreement until October 1, 2028, and Mr. Silk must vote them in favor of the Board's recommendations (excluding director elections).
• · Before the Limited Conversion, Mr. Silk also held BCH Preferred A-0 Unit Accounts, which are freely convertible into BCH Class S Ordinary Units at a formula price no lower than $6,720 through December 31, 2027.
• · Mr. Silk has not had any criminal convictions or securities-related civil proceedings in the last five years.

09-07-2026

SoftVest Advisors, LLC and related entities disclosed a 15.42% beneficial ownership stake in Cross Timbers Royalty Trust (CRT), holding 924,960 units of beneficial interest as of June 30, 2026. The filing is an amendment to Schedule 13G, indicating the securities were acquired in the ordinary course of business and not for changing or influencing control. No prior period comparison is available in this filing, so no period-over-period changes are reported.

• · The filing is Amendment No. 2 to Schedule 13G, filed on July 9, 2026.
• · SoftVest, LP directly holds the 924,960 units; SoftVest Advisors, LLC is the investment manager, SoftVest GP I, LLC is the general partner, and Eric L. Oliver is the managing member of both.
• · The filing certifies the securities were not acquired to change or influence control of the issuer.
• · The principal business address of all reporting persons is 400 Pine Street, Suite 1010, Abilene, TX 79601.

09-07-2026

Wealthspring Capital LLC and its manager Matthew Simpson filed an amended Schedule 13G with the SEC on July 9, 2026, disclosing beneficial ownership of 2 ordinary shares of Legato Merger Corp. III as of June 10, 2026. The filing indicates that the shares are held in the ordinary course of business and not for the purpose of changing or influencing control of the issuer. The filing is an amendment to a previous Schedule 13G, but no prior ownership data is provided for comparison.

• · The filing is an amendment (13G/A) to a prior Schedule 13G.
• · The securities were acquired and are held in the ordinary course of business, not for control purposes.
• · The filing includes a joint filing agreement between Wealthspring Capital LLC and Matthew Simpson.
• · No prior ownership percentage or change in ownership is disclosed in this filing.

09-07-2026

Millennium Management LLC, along with Millennium Group Management LLC and Israel A. Englander, filed an amended Schedule 13G with the SEC on July 9, 2026, disclosing beneficial ownership of 160,894 shares of HMH Holding Inc. Class A Common Stock, representing 1.4% of the outstanding shares. The filing is made under Rule 13d-1(c) and indicates the shares are held for investment purposes without intent to change or influence control of the issuer.

• · The filing is an amendment (Schedule 13G/A) filed on July 9, 2026, with a date of change of July 9, 2026.
• · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers that may be controlled by Millennium Group Management LLC and Mr. Englander.
• · Each reporting person disclaims beneficial ownership except to the extent of their pecuniary interest.
• · A Joint Filing Agreement dated July 8, 2026, was filed as an exhibit.

09-07-2026

Wealthspring Capital LLC and its manager Matthew Simpson disclosed a 5.47% beneficial ownership stake in AmperCap Acquisition Co (APMC), a blank-check company, as of June 30, 2026. The filing is a Schedule 13G, indicating passive investment intent, and covers 990,000 ordinary shares held in the form of units (each consisting of one ordinary share and one right).

• · The filing is a Schedule 13G under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not to influence control.
• · Wealthspring Capital LLC and Matthew Simpson each report sole voting and dispositive power over the 990,000 shares.
• · The shares are held in the form of Units, each consisting of one ordinary share and one right.
• · The filing date is July 9, 2026, with the date of change being June 30, 2026.

09-07-2026

Wealthspring Capital LLC and its manager Matthew Simpson filed a Schedule 13G/A with the SEC on July 9, 2026, disclosing beneficial ownership of 0 Class A Ordinary Shares of Centurion Acquisition Corp. as of June 30, 2026. The filing indicates that Wealthspring Capital LLC and Matthew Simpson each hold 0 shares, representing 0% ownership, and the securities were acquired and held in the ordinary course of business without intent to influence control of the issuer.

• · Filing type: Schedule 13G/A (Amendment)
• · Filing date: July 9, 2026
• · Date of event determining ownership: June 30, 2026
• · Wealthspring Capital LLC is a New York limited liability company
• · Matthew Simpson is a United States citizen
• · Both filers disclaim beneficial ownership of the reported securities
• · Joint filing agreement executed on July 8, 2026

09-07-2026

Bruce Grossman filed a Schedule 13G with the SEC on July 9, 2026, reporting beneficial ownership of 1,750,001 shares of Identiv, Inc. common stock, representing 7.3% of the 24,006,212 shares outstanding as of May 4, 2026. The shares are held indirectly through Dillon Hill Capital LLC (606,525 shares) and Dillon Hill Investment Company II LLC (1,143,476 shares). The filing indicates passive investment intent.

• · The filing is made under Rule 13d-1(c), indicating passive investment.
• · Bruce Grossman has sole voting and dispositive power over shares held by Dillon Hill Capital LLC and shared voting and dispositive power over shares held by Dillon Hill Investment Company II LLC.

09-07-2026

Wealthspring Capital LLC and its manager Matthew Simpson disclosed a 6.07% beneficial ownership stake in InterPrivate Investment Partners V, Inc., a blank-check company, as of June 30, 2026. The holdings consist of 1,559,800 Class A ordinary shares held in the form of Units (each Unit includes one Class A share and one-third of one redeemable warrant). The filing is made under Rule 13d-1(b), indicating the securities were acquired in the ordinary course of business and not to influence control.

• · The filing is a Schedule 13G (passive investment), not a 13D (activist).
• · Wealthspring Capital LLC and Matthew Simpson are deemed a group for filing purposes.
• · Neither Wealthspring Capital LLC nor Matthew Simpson directly owns any shares; all 1,559,800 shares are held indirectly.
• · The issuer is a blank-check company (SIC 6770) incorporated in E9 (likely Cayman Islands).

09-07-2026

Millennium Management LLC, along with Millennium Group Management LLC and Israel A. Englander, filed an amended Schedule 13G disclosing beneficial ownership of 614,913 shares of National Healthcare Properties, Inc. Class A Common Stock, representing 1.4% of the outstanding shares as of June 30, 2026. The filing is a routine disclosure of a passive investment stake and does not indicate any change in control intent.

• · The filing is an amendment (SC 13G/A) to a previous Schedule 13G.
• · The securities are held by entities subject to voting control and investment discretion by Millennium Management LLC and/or other investment managers controlled by Millennium Group Management LLC and Israel A. Englander.
• · The filers certify that the securities were not acquired for the purpose of changing or influencing control of the issuer.
• · A Joint Filing Agreement dated July 8, 2026 was executed among the reporting persons.

09-07-2026

Maran Capital Management, LLC and its affiliates filed an amended Schedule 13D disclosing that Daniel J. Roller and Daniel R. Kozlowski resigned from the Board of Directors of Pure Cycle Corp on May 21, 2026 and July 7, 2026, respectively. Maran Capital Management intends to exercise its replacement rights under its Cooperation Agreement with the company. The filing also shows Maran Capital Management and its affiliates collectively own 7,098,900 shares (29.4% of common stock), while Daniel J. Roller individually owns 3,551,653 shares (14.7%).

• · Daniel J. Roller resigned from the Board on May 21, 2026.
• · Daniel R. Kozlowski resigned from the Board on July 7, 2026.
• · Maran Capital Management intends to exercise replacement rights under a Cooperation Agreement dated January 14, 2026.
• · Plaisance Capital LLC reported 0 shares owned.

09-07-2026

Elwood G. Norris, Stephanie A. Norris (as Trustee of the Norris Family 1997 Trust), and the Norris Family 1997 Trust filed an amended Schedule 13G with the SEC on July 9, 2026, reporting that they collectively own zero shares of WRAP TECHNOLOGIES, INC. common stock, representing 0.0% of the outstanding shares. The filing indicates a complete divestiture of their previously held beneficial ownership in the company.

• · The filing is an amendment (Schedule 13G/A) to a previous beneficial ownership report.
• · All reporting persons are U.S. citizens or organized in the United States.
• · The filing certifies the securities were not acquired or held to change or influence control of the issuer.

09-07-2026

White Lion Capital LLC disclosed a 10.41% beneficial ownership stake in Actelis Networks Inc. as of July 1, 2026, holding 3,000,000 shares. The filing also details potential future acquisitions under a Purchase Agreement and warrants, subject to ownership limitations that currently prevent additional share purchases. The filing is made under Rule 13d-1(c) and does not indicate any intent to change or influence control of the issuer.

• · White Lion Capital LLC is a Nevada limited liability company.
• · The filing is made pursuant to Rule 13d-1(c) under the Securities Exchange Act of 1934.
• · White Lion's beneficial ownership is subject to a 4.99% warrant ownership limitation, which can be increased to 9.99% upon 61 days' notice or by written agreement.
• · The Purchase Agreement ownership limitation is 9.99%.
• · As of the filing date, White Lion has no right to acquire additional shares under outstanding warrants due to these limitations.
• · The filing is not an admission of beneficial ownership for purposes of Section 13 of the Exchange Act beyond the specific Rule 13d-3 calculation.

09-07-2026

Kite Lake Capital Management (UK) LLP and related entities filed a Schedule 13G disclosing beneficial ownership of 9,541,544 shares of Optimum Communications, Inc. (formerly Altice USA) Class A Common Stock, representing 3.3% of the outstanding shares. The filing also notes that as of the trigger date, the reporting persons were deemed to indirectly beneficially own an additional 6,856,619 shares. KL Special Opportunities Master Fund Ltd. directly owns 8,691,121 shares, or 3.0% of the class.

• · 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.
• · Each reporting person disclaims beneficial ownership except for their pecuniary interest.
• · None of the advisory clients of Kite Lake Capital Management (UK) LLP are deemed to beneficially own more than 5% of the class.
• · The issuer was formerly known as Altice USA, Inc. and changed its name on April 3, 2017.

09-07-2026

Wasatch Advisors LP filed a Schedule 13G/A with the SEC on July 9, 2026, disclosing beneficial ownership of 2,121,920 ordinary shares of Camtek Ltd, representing 4.5% of the outstanding shares. The filing indicates a decrease from a prior reported position of 1,449,649 shares (which would have been a lower percentage), showing that Wasatch increased its stake by approximately 672,271 shares while the overall ownership percentage declined from a previously higher level.

• · Wasatch Advisors LP has sole voting power over 1,449,649 shares and sole dispositive power over 2,121,920 shares.
• · The filing is an amendment (Schedule 13G/A) and was made pursuant to Rule 13d-1(b).
• · Wasatch Advisors LP is a Delaware limited partnership and an investment adviser (IA).
• · The securities were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

09-07-2026

Helikon Investments Ltd and Federico Riggio filed a Schedule 13G/A with the SEC on July 9, 2026, disclosing beneficial ownership of 18,438,377 common shares of New Pacific Metals Corp, representing 9.96% of the 185,184,189 shares outstanding. The filing is an amendment to a previous 13G and indicates passive investment intent, with no change in control purpose.

• · Helikon Investments Ltd is a UK public limited company authorized and regulated by the Financial Conduct Authority.
• · Federico Riggio is a citizen of Italy.
• · The filing is made under Rule 13d-1(b) (passive investment).
• · Both Reporting Persons share the same business address: 17 Waterloo Place, London SW1Y 4AR.

09-07-2026

Joseph Stilwell and affiliated funds (Stilwell Activist Fund, Stilwell Activist Investments, Stilwell Partners, Stilwell Value LLC) filed a Schedule 13D/A disclosing a 9.7% beneficial ownership stake in Central Plains Bancshares, Inc. (CPBI) as of July 9, 2026. The filing reports that the Issuer appointed the Group's nominee, Francis 'Frank' E. Younes, to its board and will nominate him for election at the 2026 annual meeting, leading the Group to withdraw its director nomination. However, the Group is continuing to pursue a non-binding Share Repurchase Proposal seeking annual repurchases of at least 10% of outstanding common stock when the stock trades below book value per share.

• · The Group has not purchased or sold any shares of Common Stock since the filing of the Third Amendment.
• · The Group's notice of intent remains effective with respect to the Share Repurchase Proposal, which seeks stockholder approval for annual repurchases of no less than 10% of outstanding Common Stock when trading below book value per share.
• · The Group intends to proceed with filing proxy materials and soliciting votes in support of the Share Repurchase Proposal.
• · Joseph Stilwell's business address is 200 Calle del Santo Cristo, Segundo Piso, San Juan, Puerto Rico 00901.
• · The Group has taken activist positions in 79 other publicly-traded companies since 2000.

09-07-2026

Helikon Investments Ltd and its principal Federico Riggio disclosed a 12.45% beneficial ownership stake in Orezone Gold Corp as of June 30, 2026, holding 83,054,336 common shares. The filing is an amendment to Schedule 13G, indicating the stake is held in the ordinary course of business and not for control purposes.

• · Helikon Investments Ltd is a UK public limited company authorized and regulated by the Financial Conduct Authority.
• · Federico Riggio is an Italian citizen.
• · The filing is an amendment to a prior Schedule 13G, filed under Rule 13d-1(b) (passive investment).
• · The shares are held by the Helikon Long Short Equity Fund Master ICAV, managed by Helikon UK.

09-07-2026

Helikon Investments Ltd and Federico Riggio filed a Schedule 13G disclosing beneficial ownership of 5,652,519 common shares of People Inc. (formerly IAC Inc.), representing 7.60% of the 74,387,496 shares outstanding as of June 30, 2026. The filing is a routine passive ownership disclosure under Rule 13d-1(b), indicating the shares were acquired and are held in the ordinary course of business without intent to change or influence control.

• · Helikon UK is an investment manager authorized and regulated by the UK Financial Conduct Authority.
• · Federico Riggio is a citizen of Italy.
• · The filing is made pursuant to Rule 13d-1(b), indicating passive investment intent.
• · The filing date is July 9, 2026, with ownership measured as of June 30, 2026.

09-07-2026

Helikon Investments Ltd and Federico Riggio filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 4,906,222 American Depositary Receipts (ADRs) in IRSA Inversiones y Representaciones SA, representing 6.35% of the company's outstanding shares. The filing indicates that Helikon UK, an FCA-regulated investment manager, holds the ADRs through the Helikon Long Short Equity Fund Master ICAV, and Mr. Riggio serves as the ultimate controlling person. No change in ownership percentage or direction is explicitly stated in this amendment.

• · Helikon UK is authorized and regulated by the UK Financial Conduct Authority (FCA).
• · The ADRs each represent ten common shares of IRSA.
• · The filing is an amendment (Schedule 13G/A) filed on July 9, 2026, with a date of change of June 30, 2026.
• · The Reporting Persons certify that the securities were acquired in the ordinary course of business and not to change or influence control of the issuer.