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

13-07-2026

Novel Inspiration International Co., Ltd., Xinpo Venture Capital Co., Ltd., and Shih-Yao David Lin filed an amended Schedule 13D disclosing combined beneficial ownership of 29.92% of IRIDEX Corp's common stock as of July 10, 2026. The filing details recent interest payments in shares (111,997 shares issued on July 7, 2026) and open market purchases by Xinpo (1,186,809 shares at an aggregate cost of $1,310,308). The Reporting Persons intend to engage with IRIDEX's board and management on strategic matters, including potential board representation, operational improvements, and shareholder value initiatives, but have no current plans for major corporate actions.

• · The Note bears interest at 12% per annum, payable quarterly in common shares at a price equal to the greater of the average closing price over the prior quarter and $0.21 per share.
• · Novel Inspiration and Mr. Lin may be deemed to collectively own shares convertible into up to 5,000,000 common shares (from Series B Preferred and Convertible Note) plus 551,429 common shares issued as interest to date.
• · The Reporting Persons have no plans or proposals for any of the actions enumerated in Item 4(a)-(j) of Schedule 13D beyond those described.
• · None of the Reporting Persons has been convicted in a criminal proceeding or been party to a securities-related civil proceeding in the last five years.

13-07-2026

TMT General Partner Ltd. and affiliated funds filed a Schedule 13G disclosing aggregate beneficial ownership of 94,171,764 Class A ordinary shares of DSC Holdings Ltd., representing 14.1% of the outstanding shares as of June 30, 2026. The filing reflects a significant stake held through multiple Cayman Islands funds, with TMT General Partner Ltd. exercising voting and dispositive control. No prior-period comparison is available, so no period-over-period trends can be assessed.

• · The filing is a Schedule 13G (passive investment) rather than a 13D (activist), indicating the group does not intend to influence control.
• · The ownership percentage is calculated based on 670,157,244 Class A ordinary shares outstanding after the completion of the offering, as reported in the prospectus filed on June 26, 2026.
• · The reporting persons have entered into a Joint Filing Agreement dated July 13, 2026.

13-07-2026

Seto Wai Yue, Chairlady, Director, and CEO of Dreamland Ltd, filed a Schedule 13D disclosing beneficial ownership of 829,890 ordinary shares (749,890 Class A and 80,000 Class B), representing 23.81% of total outstanding ordinary shares. The filing follows a private placement on July 7, 2026, in which she purchased 580,000 Class A and 72,000 Class B shares at $3.75 per share. The filing is a routine beneficial ownership disclosure and does not indicate any change in control or new strategic plans.

• · Each Class A ordinary share is entitled to one vote; each Class B ordinary share is entitled to twelve votes.
• · The percentage reported (23.81%) reflects beneficial ownership as a percentage of total outstanding ordinary shares, not aggregate voting power.
• · The Reporting Person has not been convicted in any criminal proceeding (excluding traffic violations) in the last five years.
• · The Reporting Person has not been a party to any civil proceeding resulting in securities law violations in the last five years.
• · The Reporting Person is a citizen of Hong Kong.

13-07-2026

WK Frater Holdings Limited disclosed a 17.01% beneficial ownership stake in Raytech Holding Ltd, holding 999,014 ordinary shares as of June 29, 2026. The filing was made on Schedule 13G, indicating a passive investment intent. The total shares outstanding used for the calculation is 5,874,743, which includes shares from a public offering that closed on June 29, 2026.

• · The filing is a Schedule 13G, indicating the shares were not acquired with the purpose of changing or influencing control of the issuer.
• · WK Frater Holdings Limited is organized under the laws of the British Virgin Islands.
• · The filing date is July 13, 2026, with an event date of June 29, 2026.

13-07-2026

Capricorn Fund Managers Ltd disclosed a 17.2% beneficial ownership stake in SkinHealth Systems Inc. (formerly Beauty Health Co) as of May 15, 2026, holding 22,276,935 Class A ordinary shares. The filing is an amended Schedule 13G, indicating the shares were acquired in the ordinary course of business and not for control purposes.

• · The filing is an amendment to Schedule 13G (SC 13G/A), filed on July 13, 2026.
• · Capricorn Fund Managers Ltd is a foreign investment advisor registered and regulated with the FCA (UK Financial Conduct Authority).
• · The shares were acquired under Rule 13d-1(b), indicating passive investment intent.
• · The company's former names include Beauty Health Co and Vesper Healthcare Acquisition Corp.

13-07-2026

Capricorn Fund Managers Ltd disclosed a 4.9% beneficial ownership stake in KINGSWAY Corp (formerly KINGSWAY FINANCIAL SERVICES INC) as of June 30, 2026, holding 1,410,526 common shares. The filing is an amendment (SC 13G/A) and the shares were acquired in the ordinary course of business, not for control purposes.

• · Capricorn Fund Managers Ltd is registered and regulated with the UK Financial Conduct Authority (FCA).
• · The filing is made under Rule 13d-1(b), indicating the shares were acquired in the ordinary course of business and not for changing or influencing control.
• · Capricorn Fund Managers Ltd has sole voting power and sole dispositive power over all 1,410,526 shares.
• · The filing date is July 13, 2026, with the ownership date as of June 30, 2026.

13-07-2026

Lockheed Martin Investment Management Co and Lockheed Martin Corporation Master Retirement Trust disclosed a 7.9% beneficial ownership stake in TCW Direct Lending VIII LLC, holding 500,000 Limited Liability Company Units as of April 1, 2026. The filing was made jointly on Schedule 13G, indicating passive investment intent. No prior period comparison is available in this filing.

• · The filing is made under Rule 13d-1(d) (passive investment).
• · Lockheed Martin Investment Management Co is the named fiduciary of the Master Retirement Trust.
• · The principal business address of both Reporting Persons is 6801 Rockledge Drive, MP 150, Bethesda, MD 20817.
• · LMIMCo is organized under Delaware law; MRT is established under New York law.
• · The outstanding share count (6,310,260 units) is based on the Issuer's Form 10-Q filed May 13, 2026.

13-07-2026

Grace & Mercy Foundation, Inc. filed an amended Schedule 13D disclosing an increase in its beneficial ownership of Gloo Holdings, Inc. to 3,423,076 shares of Class A Common Stock, representing 12.0% of the class. The increase resulted from the purchase of 923,076 shares at $3.25 per share in a public offering on July 9, 2026, for an aggregate of approximately $3,000,000. The filing also notes the Issuer's dual-class structure with Class B shares having ten votes per share.

• · The purchase price per share was $3.25.
• · The transaction closed on July 10, 2026.
• · The source of funds was working capital of the Reporting Person.
• · The Issuer has a dual-class structure: Class A has one vote per share, Class B has ten votes per share and is convertible into Class A.
• · No other transactions in Class A Common Stock were effected by the Reporting Person in the past 60 days.

13-07-2026

The Second Rewritten Trust Indenture of the John S. Simoni Living Trust and John S. Simoni individually filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 3,064,142 shares of Northpointe Bancshares Inc. common stock, representing an 8.9% stake as of June 30, 2026. John S. Simoni serves as trustee of the trust and holds voting and investment power over the shares. The filing indicates no change in the percentage ownership from the prior filing, remaining flat at 8.9%.

• · The filing is an amendment (Schedule 13G/A) filed on July 13, 2026, with a date of change of July 13, 2026.
• · The beneficial ownership is reported by two reporting persons: the Second Rewritten Trust Indenture of the John S. Simoni Living Trust and John S. Simoni individually.
• · John S. Simoni's address is 500 SE 5th Ave #1002 S., Boca Raton, FL 33432.
• · The filing incorporates by reference a Joint Filing Agreement dated May 14, 2025, from a prior Schedule 13G.

13-07-2026

Focus on Next Frontier, S.L.U. filed a Schedule 13G with the SEC on July 13, 2026, reporting beneficial ownership of 2,531,250 Class A ordinary shares of Wallbox N.V., representing 10.5% of the company's outstanding shares. The filing states the securities were not acquired for the purpose of changing or influencing control of the issuer.

13-07-2026

Group Holdings - Frontier LLC filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 22,706,526 shares of Frontier Group Holdings, Inc. common stock, representing 9.9% of the outstanding shares as of July 9, 2026. The filing is an amendment to the initial Schedule 13G filed on April 12, 2024, and the shares were not acquired with the purpose of changing or influencing control of the issuer.

• · The filing is Amendment No. 1 to the initial Schedule 13G filed on April 12, 2024.
• · The beneficial ownership percentage is calculated based on 229,789,335 shares outstanding as of May 1, 2026.
• · The Reporting Person certifies that the securities were not acquired to change or influence control of the issuer.

13-07-2026

Impactive Capital LP filed an amended Schedule 13D disclosing that as of July 10, 2026, it ceased to be a beneficial owner of more than 5% of Asbury Automotive Group Inc. common stock. The fund now holds 897,724 shares (4.8% of 18,618,800 shares outstanding), down from a prior above-5% stake. On July 10, 2026, Impactive Capital sold 140,955 shares at a weighted average price of $213.49 per share, reducing its position below the 5% threshold.

• · The filing is an amendment to Schedule 13D, indicating a change in beneficial ownership status.
• · Impactive Capital, Impactive Capital GP, Lauren Taylor Wolfe, and Christian Asmar each report shared voting and dispositive power over all 897,724 shares.
• · No transactions were reported by Impactive Capital GP, Ms. Taylor Wolfe, or Mr. Asmar individually in the past 60 days; only Impactive Capital LP (through the Impactive Funds) executed the sale.
• · The sale price range on July 10, 2026 was $212.39 to $215.08 per share.

13-07-2026

Orca Capital AG filed a Schedule 13G with the SEC on July 13, 2026, disclosing beneficial ownership of 1,450,000 Class A ordinary shares of Elong Power Holding Ltd., representing 9.9% of the outstanding shares. The filing is a passive investment disclosure under Rule 13d-1(c), and the ownership percentage is calculated based on 14,503,289 shares outstanding after the company's registered offering. Orca Capital AG is subject to a 4.99% blocker on warrant exercises, limiting its ability to increase ownership beyond that threshold through pre-funded or common warrants.

• · The filing is made under Rule 13d-1(c), indicating a passive investment intent.
• · Orca Capital AG's address is Sperlring 2, 85276 Hettenshausen, Germany.
• · The beneficial ownership excludes 1,300,000 shares from pre-funded warrants and 2,750,000 shares from common warrants due to a 4.99% blocker provision.
• · The filing date is July 13, 2026, and the event date triggering the filing is July 10, 2026.

13-07-2026

Dov Shiff and affiliated entities filed an amended Schedule 13D disclosing aggregate beneficial ownership of 15,443,237 shares of SKYX Platforms Corp., representing approximately 11.5% of outstanding shares. On July 2, 2026, DZDLUX s.a.r.l. purchased 235,712 shares from Shiff Group Assets Ltd. for approximately $245,140, and Mr. Shiff gifted 80,000 shares to his spouse on June 10, 2026. The filing reflects a restructuring of holdings among related parties rather than a change in overall economic exposure.

• · Mr. Shiff holds options to purchase 50,000 shares at exercise prices ranging from $1.09 to $12.34 per share, with expiration dates from December 2026 to March 2031.
• · The purchase price for the 235,712 shares was determined by a dynamic pricing mechanism based on the closing market price on the closing date.
• · Shiff Group Assets Ltd. (the seller) no longer holds any shares of SKYX following the transaction.
• · The filing is Amendment No. 8 to the original Schedule 13D filed on February 16, 2022.

13-07-2026

Jericho Capital Asset Management L.P. and its managing member Josh Resnick filed a Schedule 13G/A with the SEC on July 13, 2026, reporting that they have fully exited their position in Upstart Holdings, Inc. as of March 31, 2026. The filing shows a reduction from a previously reported beneficial ownership stake to zero shares and 0.0% ownership, indicating a complete divestment by the investment firm.

• · The filing is an amendment (Schedule 13G/A) to a prior beneficial ownership report.
• · The reporting persons certify that the securities were acquired and held in the ordinary course of business and not for changing or influencing control of the issuer.
• · The filing date is July 13, 2026, with the ownership change effective as of March 31, 2026.

13-07-2026

Fresenius Medical Care Holdings, Inc. and its parent Fresenius Medical Care AG have filed Amendment No. 10 to their Schedule 13D, disclosing a plan to reduce their beneficial ownership in Humacyte, Inc. below 5%. On July 10, 2026, FMCH established a Rule 10b5-1 trading plan with Citigroup Global Markets Inc. to sell up to 5,000,000 shares of Humacyte common stock, representing approximately 6.8% of the outstanding shares. The selling period begins after a 30-day cooling-off period and ends on October 31, 2026, and the plan is part of FME AG's 'Reignite' strategy focusing on value creation.

• · The 10b5-1 plan was adopted on July 10, 2026, with a 30-day cooling-off period before sales can begin.
• · The plan ends on October 31, 2026, or earlier if terminated.
• · FMCH instructed its observer on Humacyte's board to discontinue attending board meetings and to decline access to confidential information.
• · After the plan is completed, Fresenius' beneficial ownership will fall below 5%, and future sales will not require reporting under Section 13(d).
• · The plan includes a commission of $0.02 per share to CGMI.

13-07-2026

Joe Ronen Hayon filed a Schedule 13G/A with the SEC on July 13, 2026, disclosing beneficial ownership of 28,500 ordinary shares of Inspira Technologies OXY B.H.N. Ltd (now QTREX Quantum Ltd.), representing 0.1% of the 55,406,688 outstanding shares. The filing is an amendment to a previous 13G and indicates no change in the reporting person's holdings from the prior period.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(d).
• · The reporting person is a citizen of Israel.
• · The issuer's former name was Inspira Technologies OXY B.H.N. Ltd, changed on December 21, 2020.
• · The reporting person has sole voting and dispositive power over all 28,500 shares.

13-07-2026

Millennium Management LLC, along with Millennium Group Management LLC and Israel A. Englander, filed an amended Schedule 13G with the SEC on July 13, 2026, disclosing a 2.5% beneficial ownership stake in Elme Communities (ELME) as of June 30, 2026. The filing indicates that the group holds 2,196,199 shares of beneficial interest and certifies that the securities were not acquired for the purpose of changing or influencing control of the issuer.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(c), indicating a passive investment intent.
• · The reporting persons disclaim beneficial ownership of the securities held by entities under their control, as noted in the footnotes.
• · A Joint Filing Agreement dated July 10, 2026, was included as an exhibit.

13-07-2026

Frantisek Bostl and his fund STARTEEPO Invest have increased their beneficial ownership in Xerox Holdings Corp to 6.84% (8,940,000 shares) through open-market purchases and call options, paying an aggregate $21,021,403. The group intends to engage more actively with management on long-term strategy, capital allocation, and shareholder value, including positioning in higher-growth IT and digital markets. No specific plans for major transactions (e.g., merger, sale of assets) have been disclosed.

• · The fund purchased 100,000 shares at $2.8142 on July 9, 2026; 600,000 shares at $2.7944 on July 9, 2026; and 100,000 shares at $2.7771 on July 10, 2026.
• · Mr. Bostl disclaims beneficial ownership of the shares held by the fund except to the extent of his direct pecuniary interest.
• · This is Amendment No. 2 to the Schedule 13D, originally filed May 14, 2026, and amended June 3, 2026.

13-07-2026

Integrated Core Strategies (US) LLC, an affiliate of Millennium Management, filed a Schedule 13G/A disclosing beneficial ownership of 930,544 shares of Oportun Financial Corp common stock as of June 30, 2026, representing approximately 2.0% of the outstanding shares. The filing is a routine amendment under Rule 13d-1(c) and indicates the shares were not acquired to influence control of the issuer.

• · The filing is an amendment to a previous Schedule 13G, indicating a change in ownership or filing status.
• · The shares 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 among the reporting entities dated July 10, 2026.
• · The securities are not held for the purpose of changing or influencing control of the issuer.

13-07-2026

Resolution Capital Ltd filed a Schedule 13G/A with the SEC on July 13, 2026, disclosing beneficial ownership of 4,190,823 common shares of Urban Edge Properties (UE), representing 3.33% of shares outstanding. The filing was made late due to an administrative oversight; a prior filing should have been made in February 2023 when ownership was 3.14% at the end of December 2022. The current ownership level of 3.33% is only slightly higher than the previously unreported level, indicating a relatively stable position.

• · The filing is an amendment (13G/A) filed under Rule 13d-1(b), indicating passive investment intent.
• · Resolution Capital Ltd is based in Sydney, Australia.
• · The late filing was due to an administrative oversight; the prior material change in ownership occurred in December 2022.
• · No shares are held with shared voting or dispositive power; all 4,190,823 shares are held with sole voting and dispositive power.

13-07-2026

Thomas John Corley filed a Schedule 13G/A with the SEC on July 13, 2026, disclosing beneficial ownership of 80,435 subordinate voting shares of Femto Technologies Inc., representing 7.8% of the class. The filing indicates no change in control intent and is based on 1,037,774 shares outstanding as of April 30, 2026.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(c).
• · Corley has sole voting and dispositive power over all 80,435 shares.
• · The issuer's former name was BYND CANNASOFT ENTERPRISES INC., changed on October 14, 2021.

13-07-2026

Truist Financial Corp filed a Schedule 13G/A amendment on July 13, 2026, to correct a previous filing by additionally checking Item 3(b) (Bank) status. The filing reports beneficial ownership of 399,701 shares of Sterling Capital Funds, representing 30.56% of the outstanding shares, with sole voting power over 313,815 shares, shared voting power over 18,530 shares, and sole dispositive power over 399,701 shares. No negative or flat performance metrics are present in this disclosure; it is solely an ownership correction.

• · This amendment corrects a prior filing dated July 10, 2026, where Item 3(b) (Bank) was not selected.
• · Truist Advisory Services, Inc. (registered investment advisor) and Truist Bank (in various fiduciary capacities) are the direct holders, with Truist Financial Corp as parent holding company.
• · The securities were acquired and held in the ordinary course of business, not for changing or influencing control of the issuer.

13-07-2026

Alex Meruelo and the Alex Meruelo Living Trust filed a Schedule 13G disclosing a 4.6% beneficial ownership stake in FuelCell Energy Inc. as of July 13, 2026. The filing indicates that as of June 18, 2026, the Reporting Persons may have owned more than 5% of the common stock, but after selling 75,000 call options on July 6, 2026, their ownership fell below the 5% threshold. The total beneficial ownership consists of 3,710,500 shares for Mr. Meruelo and 3,675,000 shares for the Trust.

• · The filing is made under Rule 13d-1(c), indicating the securities were not acquired with the purpose of changing or influencing control of the issuer.
• · The Trust sold 750 call options on July 6, 2026, reducing its beneficial ownership below 5%.
• · The percentage ownership is calculated based on 79,929,602 shares outstanding after the underwritten public offering that closed on July 9, 2026.
• · Mr. Meruelo disclaims beneficial ownership of the 35,500 shares held by his spouse, except to the extent he has voting or investment power.

13-07-2026

Wasatch Advisors LP filed a Schedule 13G/A with the SEC on July 13, 2026, disclosing beneficial ownership of 693,036 shares of CSW Industrials, Inc. common stock, representing 4.2% of the outstanding shares. The filing indicates a passive investment intent, with no purpose or effect of changing or influencing control of the issuer.

• · Wasatch Advisors LP has sole voting power over 477,111 shares and sole dispositive power over 693,036 shares.
• · The filing is an amendment (13G/A) to a previous Schedule 13G, indicating a change in holdings or other details since the last filing.
• · The securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control.

13-07-2026

Wasatch Advisors LP disclosed a 12.6% beneficial ownership stake in CTS Corp as of June 30, 2026, holding 3,599,707 shares. The filing is an amendment to Schedule 13G, indicating the position was acquired in the ordinary course of business without intent to influence control. No prior period comparison is available in this filing.

• · Wasatch Advisors LP has sole voting power over 2,591,256 shares and sole dispositive power over all 3,599,707 shares.
• · The filing is made under Rule 13d-1(b), indicating the filer is an institutional investment manager.
• · The filing date is July 13, 2026, with the ownership snapshot as of June 30, 2026.

13-07-2026

Jane Street Group, LLC and its affiliates reported a 5.3% beneficial ownership stake in ETSY INC as of July 7, 2026, holding 5,066,167 shares of common stock. The filing, made under Rule 13d-1(c), is a passive investment disclosure indicating the shares were not acquired to influence control of the company. Although the aggregate stake exceeds 5%, the position is held across multiple subsidiaries with no single entity crossing the 5% threshold alone.

13-07-2026

D. E. Shaw & Co., L.P. and related entities filed an amended Schedule 13G with the SEC on July 13, 2026, disclosing a 7.3% beneficial ownership stake in Cracker Barrel Old Country Store, Inc. as of July 6, 2026. The filing indicates D. E. Shaw Valence Portfolios, L.L.C. holds 5.0% of the outstanding shares, while D. E. Shaw & Co., L.P. and David E. Shaw each report 7.3% ownership. The filing is a routine disclosure of passive investment and does not reflect any change in control intent.

• · The filing is an amendment (13G/A) filed under Rule 13d-1(c), indicating the shares were acquired and are held for passive investment purposes, not to influence control.
• · The 1,631,772 shares reported by D. E. Shaw & Co., L.P. include 1,064,863 shares held by D. E. Shaw Valence Portfolios, L.L.C., 53,000 call options exercisable by the same entity, 287,600 shares by D. E. Shaw Cogence Portfolios, L.L.C., 214,921 shares by D. E. Shaw Oculus Portfolios, L.L.C., 5,410 shares by D. E. Shaw Composite Portfolios, L.L.C., and 5,978 shares managed by D. E. Shaw Investment Management, L.L.C.
• · David E. Shaw disclaims beneficial ownership of the 1,631,772 shares attributed to him, as he does not own any shares directly.
• · The filing includes a joint filing agreement and powers of attorney dated August 1, 2024, authorizing certain employees to execute regulatory filings on behalf of David E. Shaw.