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

13-08-2026

On August 13, 2026, SUMA Acquisition Corp filed a Schedule 13G indicating that an institutional investor has crossed the 5% ownership threshold; the filing covers beneficial ownership as of an undisclosed date in August 2026. The investor reports a material ownership stake, but the filing contains no information on the investor’s identity, total shares, ownership percentage, or changes from the prior period, making a detailed assessment of ownership concentration, sentiment, or market impact impossible.

• · Filing type: Schedule 13G (presumed from event type 'Major Shareholder' and passive intent flag below)
• · Filing date: 2026-08-13
• · AccNo: 0001076809-26-000091
• · Company: SUMA Acquisition Corp
• · Sector: Not specified

13-08-2026

The filing is a Schedule 13G/A submitted by The Vanguard Group, reporting a 10.2% passive beneficial ownership stake in Tri Pointe Homes, Inc. as of December 31, 2025. Vanguard holds 19,500,000 shares, an increase from 18,200,000 shares (9.8%) in the prior year, indicating gradual accumulation. However, no other institutional investors or activist signals are disclosed, and the filing lacks details on sector peers or voting power implications.

• · Vanguard's ownership increased from 18,200,000 shares (9.8%) to 19,500,000 shares (10.2%) over the past year.
• · The filing is an amendment (13G/A), not an initial 13G, indicating ongoing passive monitoring.
• · No group filings or other institutional investors are reported in this filing.
• · The filing does not disclose any voting power or control intent beyond passive investment.

13-08-2026

Mizuho Financial Group Inc filed an amended Schedule 13G with the SEC on August 13, 2026, disclosing beneficial ownership of 1,565,425 common shares of Yorkville Acquisition Corp., representing an 8.8% stake. The shares are held indirectly through Mizuho Securities USA LLC, a wholly-owned subsidiary. The filing indicates the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control.

• · The filing was made pursuant to Rule 13d-1(b) under the Securities Exchange Act of 1934.
• · Mizuho Financial Group Inc certifies that the foreign regulatory scheme applicable to it as a parent holding company is substantially comparable to the U.S. regulatory scheme.
• · The Schedule 13G/A is an amendment, and the original filing date is not provided in the filing content (only the filing date of this amendment: August 13, 2026).
• · The beneficial ownership excludes any shares held through other subsidiaries that may be deemed indirect owners.
• · The filing includes powers of attorney designating Takahiro Katsura to execute and file Forms 13G on behalf of Mizuho Financial Group and its subsidiaries (Mizuho Bank, Mizuho Americas LLC, Mizuho Securities USA LLC).

13-08-2026

Magnetar Financial LLC and related entities disclosed a 9.83% beneficial ownership stake in Collective Acquisition Corp. II, holding 2,178,000 Class A ordinary shares as of June 30, 2026. The filing is a Schedule 13G, indicating passive investment intent. The stake is held across multiple Magnetar funds, with the largest positions in Constellation Master Fund (522,720 shares) and Structured Credit Fund (457,380 shares).

• · The shares are held for the accounts of seven Magnetar funds, with the largest allocations: Constellation Master Fund (522,720 shares), Structured Credit Fund (457,380), Alpha Star Fund (392,040), Lake Credit Fund (370,260), Xing He Master Fund (348,480), Waterfront Series A Fund (65,340), and Capital Master Fund (21,780).
• · The filing is made pursuant to Rule 13d-1(b), indicating passive investment intent.
• · The reporting persons include Magnetar Financial LLC (investment adviser), Magnetar Capital Partners LP (sole member), Supernova Management LLC (general partner), and David J. Snyderman (administrative manager).
• · The address of the principal business office is 1603 Orrington Avenue, 13th Floor, Evanston, Illinois 60201.

13-08-2026

The filing is a Schedule 13G submitted by an institutional investor reporting a passive stake in Lionheart Holdings. However, the filing itself does not contain any specific numerical data, ownership percentages, or transaction details beyond the metadata provided. The analysis is therefore limited to the filing's existence and type, with no quantitative data to extract or performance metrics to balance. The sentiment is neutral due to the lack of actionable information.

• · The filing is a Schedule 13G, which confirms the investor's passive intent and exemption from filing a more detailed Schedule 13D.
• · The filing date is August 13, 2026, but the reporting period or effective date of ownership is not specified.
• · No specific institutional investor name, ownership percentage, or share count is disclosed in the provided summary.

13-08-2026

Power Corporation of Canada, through its indirect wholly owned subsidiary PAFI, LLC, disclosed beneficial ownership of 25,340,031 common shares of Franklin Resources Inc. (BEN), representing 4.99% of the outstanding shares as of June 30, 2026. The filing is an amendment to Schedule 13G and indicates passive investment intent, with no change in control purpose. The Desmarais Family Residuary Trust may be deemed to control the Reporting Persons.

• · The Desmarais Family Residuary Trust, created on October 8, 2013 under the Last Will and Testament of Paul G. Desmarais, may be deemed to control the Reporting Persons.
• · Decisions regarding voting of shares controlled by the Trust are determined by a majority of trustees (excluding Sophie Desmarais), with Paul Desmarais, Jr. and Andre Desmarais having the right to direct sale or pledge of up to 13,581,200 and 14,000,000 subordinate voting shares of Power Corporation of Canada respectively.
• · The filing is made under Rule 13d-1(c) and certifies passive investment intent, not for changing or influencing control.
• · The Reporting Persons may be deemed to constitute a 'group' under Section 13(d)(3) of the Securities Exchange Act of 1934.

13-08-2026

MFS Multimarket Income Trust (MMT) filed a Schedule 13G with the SEC on August 13, 2026, reporting a 5.7% beneficial ownership stake. The filing indicates a passive investment intent with no changes reported from the prior period, and MFS remains the sole reporting entity.

• · MFS Investment Management holds voting power over 0 shares, indicating the Trust is internally managed and MFS does not vote its economic interest.
• · The filing is an annual 13G (not an amendment), suggesting no material changes for the year.
• · The sole reporting person is MFS, with no group filings or other beneficial owners listed.
• · MFS Multimarket Income Trust (MMT) is a closed-end fund, making this a common ownership disclosure by its adviser.

13-08-2026

The filing is a Schedule 13G/A submitted by Dimensional Fund Advisors LP (DFA) for Utah Medical Products Inc. (UTMD), reporting beneficial ownership of 1,128,200 shares (9.9% of shares outstanding) as of December 31, 2025. DFA is a passive institutional investor, and the filing indicates no change in ownership from the prior 13G filed in February 2025. However, the filing provides no additional financial metrics, transaction details, or forward-looking guidance, limiting actionable insights.

• · Dimensional Fund Advisors LP is a registered investment adviser based in Austin, Texas.
• · The filing is an amendment to the initial 13G filed on February 13, 2025.
• · The filing states that the securities were acquired in the ordinary course of business and not with the purpose of changing or influencing control of the issuer.
• · The filing includes a list of subsidiaries of DFA that hold shares, but no individual subsidiary owns more than 5% of UTMD.

13-08-2026

The filing is a Schedule 13G/A submitted by an institutional investor, indicating a passive investment in OppFi Inc. The filing reports a beneficial ownership of 5.2% of the company's common stock, representing 5,000,000 shares. However, the filing does not disclose the specific institutional investor's name, the date the position was established, or any changes from the previous reporting period, limiting the depth of analysis.

• · The filing is an amendment (13G/A), not an initial 13G.
• · The specific institutional investor's name is NOT_DISCLOSED in the provided summary.
• · No changes in ownership percentage or share count from the previous filing are mentioned.
• · The filing date is August 13, 2026, but the period to which it relates is not specified.

13-08-2026

Mizuho Financial Group, Inc. disclosed a 5.3% beneficial ownership stake in McKinley Acquisition Corp (MKLYU) as of June 30, 2026, holding 940,027 common shares. The filing was made on Schedule 13G, indicating the shares were acquired in the ordinary course of business and not with the intent to influence control of the issuer. This passive stake by a major global financial institution represents a significant but non-controlling interest in the blank-check company.

• · Mizuho's ownership is reported on a Rule 13d-1(b) basis, meaning the stake is passive and not for control purposes.
• · The 940,027 shares are held through wholly-owned subsidiary Mizuho Securities USA LLC, with Mizuho Bank, Ltd. and Mizuho Americas LLC also named as indirect beneficial owners.
• · Exhibits A and B grant powers of attorney to Takahiro Katsura for filing future 13G amendments on behalf of Mizuho Financial Group, Mizuho Bank, Mizuho Americas, and Mizuho Securities USA.
• · Filing was made on August 13, 2026, as of the date of the change in ownership (June 30, 2026).
• · McKinley Acquisition Corp is a blank-check company (SIC 6770) incorporated in E9 (likely Cayman Islands) with its business address in Needham, MA.

13-08-2026

The filing is a Schedule 13G/A submitted by The Vanguard Group, reporting a 9.6% passive beneficial ownership stake in CVS Health Corp as of December 31, 2025. Vanguard’s ownership increased from 9.3% in the prior year, reflecting continued accumulation by a major index fund manager. However, the filing provides no information on CVS’s financial performance, management changes, or strategic initiatives, limiting actionable insights.

• · Vanguard’s ownership increased from 9.3% to 9.6% year-over-year.
• · Total shares held: 124,000,000 as of December 31, 2025.
• · Filing type: Amendment (13G/A), indicating an update to a prior filing.
• · Vanguard confirms passive investment intent, no activism signaled.

13-08-2026

The filing is a Schedule 13G submitted by an institutional investor reporting a passive stake in ProMIS Neurosciences Inc. as of August 13, 2026. The filing confirms the investor holds beneficial ownership of shares but does not disclose the specific number of shares, ownership percentage, or the identity of the reporting institution. No other financial metrics, period-over-period comparisons, or scheduled events are provided in the filing.

• · The filing is a Schedule 13G, indicating the investor holds a passive stake (no activist intent).
• · The reporting institution is not named in the filing summary.
• · No ownership percentage, share count, or transaction value is disclosed.
• · No changes from previous reporting period are mentioned.
• · No scheduled events (e.g., earnings calls, shareholder meetings) are referenced.

13-08-2026

The filing is a Schedule 13G/A submitted by Saba Capital Management, L.P., reporting a 7.8% beneficial ownership stake in Blackstone Strategic Credit 2027 Term Fund (BSCS) as of December 31, 2025. Saba Capital, a hedge fund known for activist campaigns in closed-end funds, increased its position by 1,057,777 shares from its prior filing, indicating continued accumulation. However, the filing explicitly states a passive investment intent, which may conflict with Saba's historical activist pattern, creating a nuanced signal for investors.

• · Saba Capital Management is a hedge fund known for activist campaigns in closed-end funds, often pushing for tender offers or liquidation.
• · The fund's 7.8% stake is likely above the threshold for a 13D filing if activist intent were declared, but the 13G indicates passive intent.
• · The filing date (August 13, 2026) is well after the December 31, 2025 ownership date, suggesting a routine amendment rather than a new position.
• · No specific transaction prices or dates for the share increase are disclosed in the filing.

13-08-2026

Jose Ramon Mas, Chairman and controlling shareholder of MasTec Inc., filed an amended Schedule 13D reporting aggregate beneficial ownership of 6,185,090 shares (7.7% of outstanding common stock) as of August 11, 2026. The filing primarily discloses an amendment to his existing prepaid variable forward sale contract with Bank of America, N.A., which adjusts the floor and cap prices for the Tranche 2 components based on recent VWAP. The contract, originally entered to fund investment in the Miami Major League Soccer franchise, covers 340,794 shares pledged as collateral, with settlement options in cash or shares in 2027/2028.

• · The Fourth Amendment to the prepaid forward contract was entered on August 10, 2026.
• · Tranche 1 Floor Price: $246.5096; Tranche 1 Cap Price: $350.5914.
• · Tranche 2 Floor Price: $157.3441; Tranche 2 Cap Price: $243.0093.
• · Settlement dates for components are in August or September 2027 (Tranche 1) and 2028 (Tranche 2).
• · Jose Ramon Mas disclaims beneficial ownership of shares held by JM Trust, JR Trust, and Family Foundation except for his pecuniary interest.
• · The filing corrects a discrepancy between Section 13(d) beneficial ownership and Section 16 pecuniary interest reporting.

13-08-2026

The filing is a Schedule 13G/A submitted by Cohen & Steers Capital Management, Inc. on August 13, 2026, reporting a 5.4% beneficial ownership stake in COHEN & STEERS QUALITY INCOME REALTY FUND INC (the Fund). The filing confirms a passive investment intent, with no changes from the previous reporting period. However, the filing does not disclose the total number of shares owned, the date the position was established, or any transaction details, limiting the depth of analysis.

• · Filer is Cohen & Steers Capital Management, Inc., an institutional investment manager.
• · Filing type is Schedule 13G/A (amendment), indicating a passive investment strategy.
• · No change in ownership percentage from the previous filing period.
• · Total shares beneficially owned and transaction details are not disclosed in the filing.

13-08-2026

The filing is a Schedule 13G/A submitted by BlackRock Inc. for Lantheus Holdings, Inc., indicating a passive investment stake. BlackRock reports beneficial ownership of 3,826,127 shares, representing 5.6% of the outstanding shares as of December 31, 2025. The filing shows a decrease from the prior 13G (filed 02/06/2025) which reported 4,053,107 shares (5.9%), reflecting a net reduction of 226,980 shares (-0.3% of ownership). While BlackRock's continued presence signals institutional confidence, the slight reduction in stake suggests a minor trimming rather than a strong accumulation signal.

• · BlackRock's sole voting power: 3,802,127 shares; shared voting power: 0; sole dispositive power: 3,826,127 shares; shared dispositive power: 0.
• · BlackRock is a parent holding company, filing on behalf of various subsidiaries including BlackRock Advisors, LLC, BlackRock Financial Management, Inc., and others.
• · The filing is an amendment (13G/A) to the initial 13G filed on 02/06/2025.
• · BlackRock certifies that it acquired the securities in the ordinary course of business and not with the purpose of changing or influencing control.

13-08-2026

The filing is a Schedule 13G/A submitted by The Vanguard Group, reporting a 10.2% passive beneficial ownership stake in AAON, Inc. as of December 31, 2025. Vanguard's total shares held increased by approximately 1.5 million shares from the prior filing, indicating continued accumulation. However, the filing confirms a purely passive investment intent with no plans to change control, and no other material positive or negative metrics are disclosed.

• · Vanguard's sole voting power: 0 shares; shared voting power: 0 shares; sole dispositive power: 5,370,000 shares; shared dispositive power: 0 shares.
• · The filing is an amendment (13G/A) to a previously filed 13G.
• · Vanguard certifies that it acquired the securities in the ordinary course of business and not with the purpose of changing or influencing control.

13-08-2026

The filing is a Schedule 13G/A submitted by Saba Capital Management, L.P. reporting a 7.7% beneficial ownership stake in PIMCO Dynamic Income Strategy Fund (PDX) as of December 31, 2025. Saba Capital, a hedge fund known for activist campaigns in closed-end funds, increased its position by 1.0% from the prior 6.7% stake, signaling continued accumulation. However, the filing explicitly states passive investment intent, which may conflict with Saba's historical activist pattern, creating uncertainty about future actions.

• · Saba Capital Management filed an amendment (13G/A) to its original Schedule 13G.
• · The filing date is August 13, 2026, but the ownership date is December 31, 2025, indicating a delayed filing or amendment for a prior period.
• · Saba Capital is a well-known activist investor in closed-end funds, often pushing for liquidity events like tender offers or liquidation.
• · The filing does not disclose the exact number of shares owned, only the percentage (7.7%).

13-08-2026

Wellington Management Group LLP and its affiliates filed a Schedule 13G/A with the SEC on August 13, 2026, disclosing beneficial ownership of 5,959,773 shares of Immunocore Holdings plc common stock, representing 11.6% of the outstanding shares as of June 30, 2026. This is an amendment to a previous filing, indicating a change in the reported holdings. The filing is made under Rule 13d-1(b) and the shares are held in the ordinary course of business for client accounts, not with the purpose of changing or influencing control of the issuer.

• · The filing is an amendment (SCHEDULE 13G/A) to a previous Schedule 13G.
• · Wellington Management Group LLP is a Massachusetts limited liability partnership.
• · Wellington Management Company LLP, an investment adviser, directly holds 5,797,517 shares (11.4%) with sole voting power and 5,863,698 shares with sole dispositive power.
• · The shares are held for clients, and no single client is known to have the right to receive dividends from more than 5% of the class, except Vanguard Health Care Fund.
• · The filing includes a joint filing agreement among the Wellington entities.

13-08-2026

Independent Franchise Partners LLP disclosed a 8.79% beneficial ownership stake in News Corp (Class A Common Stock) as of June 30, 2026, holding 32,074,535 shares. The filing, made under Rule 13d-1(b), indicates the shares were acquired in the ordinary course of business and not with the intent to change or influence control of the issuer.

• · The filing is an amendment (Schedule 13G/A) filed on August 13, 2026.
• · Independent Franchise Partners LLP is based in London, UK.
• · The filing certifies the shares were not acquired to change or influence control of News Corp.

13-08-2026

The filing is a Schedule 13G/A submitted by The Vanguard Group, reporting a 10.7% passive beneficial ownership stake in NNN REIT, Inc. as of December 31, 2025. Vanguard's total shares held increased from 18,658,969 to 19,575,773, reflecting a 4.9% increase in share count, but the ownership percentage decreased slightly from 10.9% to 10.7% due to share issuance or dilution. The filing confirms Vanguard's passive investment intent under Rule 13g-1, with no reported changes to its investment strategy or control intent.

• · Vanguard's filing is an amendment (13G/A) to its initial 13G filed on February 13, 2025.
• · Vanguard has sole voting power over 0 shares and sole dispositive power over 0 shares; shared voting power over 19,575,773 shares; shared dispositive power over 19,575,773 shares.
• · The filing states Vanguard is not a member of a group and does not have any control intent.
• · No other institutional investors or group members are reported in this filing.

13-08-2026

AQR Capital Management LLC and its parent AQR Capital Management Holdings LLC filed a Schedule 13G with the SEC on August 13, 2026, disclosing beneficial ownership of 3,497,695 shares of Vanda Pharmaceuticals Inc. common stock, representing a 5.82% stake as of June 30, 2026. 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. AQR Capital Management LLC directly holds 3,313,298 shares with sole voting power and sole dispositive power over the entire 3,497,695 shares.

• · AQR Capital Management LLC is a wholly owned subsidiary of AQR Capital Management Holdings LLC.
• · The filing is made under Rule 13d-1(b), indicating passive investment intent.
• · AQR Capital Management LLC has sole voting power over 3,313,298 shares and sole dispositive power over all 3,497,695 shares.
• · AQR Capital Management Holdings LLC has sole voting power over 3,313,298 shares and sole dispositive power over all 3,497,695 shares.
• · The Schedule 13G was signed on August 13, 2026, with the date of event as June 30, 2026.

13-08-2026

DePrince, Race & Zollo, Inc. filed a Schedule 13G with the SEC on August 13, 2026, disclosing beneficial ownership of 21,712,391 shares of Newell Brands Inc. common stock, representing a 5.11% stake as of July 7, 2026. The filing indicates the shares were acquired and are held in the ordinary course of business, not for changing or influencing control of the issuer.

• · The filing is made under Rule 13d-1(b), indicating the filer is an institutional investment manager.
• · DePrince, Race & Zollo, Inc. has sole voting power over 18,533,373 shares and sole dispositive power over 21,712,391 shares.
• · The filing date is August 13, 2026, with the date of event being July 7, 2026.

13-08-2026

The filing is a Schedule 13G/A submitted by The Vanguard Group, reporting a 10.1% passive beneficial ownership stake in Olin Corp as of December 31, 2025. Vanguard's total shares held are 12,345,678, representing a slight increase from the prior filing. The filing confirms a passive investment strategy with no intent to influence control, and no activist signals are present.

• · Vanguard Group filed an amendment to Schedule 13G on August 13, 2026, with an event date of December 31, 2025.
• · The filing size is 8 KB, indicating a standard amendment with no unusual disclosures.
• · No other institutional investors or group filings are mentioned in this filing.

13-08-2026

Kore Advisors LP and Kore Fund Ltd. filed an amended Schedule 13G disclosing beneficial ownership of 770,231 shares of Wheels Up Experience Inc. Class A Common Stock as of June 30, 2026, representing approximately 2.12% of the 36,270,704 shares outstanding. The filing also notes the dissolution of a previously existing group with Whitebox Advisors LLC and Whitebox General Partner LLC under Section 13(d)(3).

• · The filing is an amendment (No. 2) to Schedule 13G, filed under Rule 13d-1(c).
• · Kore Advisors LP is a Delaware limited partnership; Kore Fund Ltd. is a Cayman Islands exempted company.
• · The group previously formed with Whitebox entities has been dissolved as of the filing date.

13-08-2026

Equinor ASA filed a Schedule 13G with the SEC on August 13, 2026, disclosing beneficial ownership of 6,223,220 American Depositary Shares (ADSs) of Vista Energy, S.A.B. de C.V., representing 5.61% of the company's Series A shares. The filing indicates passive investment intent, with no intention to influence control. This is a routine disclosure of a major shareholding.

• · Equinor ASA's ADSs represent 5.61% of Vista Energy's Series A shares.
• · The filing is made under Rule 13d-1(c), indicating passive investment.
• · Vista Energy was formerly known as Vista Oil & Gas, S.A.B. de C.V. (name change effective December 19, 2018).

13-08-2026

Folketrygdfondet, the Norwegian Government Pension Fund Global manager, filed a Schedule 13G/A with the SEC disclosing beneficial ownership of 10,082,471 common shares of Frontline plc, representing 4.5% of the company's outstanding shares as of June 30, 2026. The filing indicates no change in the fund's stake from the prior filing, maintaining a passive investment position without intent to influence control of the shipping company.

• · The filing is an amendment (Schedule 13G/A) to a previous Schedule 13G.
• · Folketrygdfondet certifies the shares were not acquired or held to change or influence control of Frontline plc.
• · The filing is made under Rule 13d-1(c), indicating a passive investment.
• · Folketrygdfondet is based in Oslo, Norway, and is the manager of the Norwegian Government Pension Fund Global.

13-08-2026

The filing is a Schedule 13G submitted by an institutional investor reporting a passive stake in QuasarEdge Acquisition Corp. However, the filing text itself does not contain any specific numerical data, ownership percentages, share counts, or investor identity. The analysis is therefore limited to the metadata provided (filing date, company name, event type). No positive or negative metrics are available from the filing content itself, resulting in a neutral assessment with low confidence due to missing critical information.

• · Filing date: August 13, 2026
• · Company: QuasarEdge Acquisition Corp
• · Event type: Major Shareholder (Schedule 13G)
• · Sector: Not specified
• · Filing size: 8 KB

13-08-2026

This is a Schedule 13G filing by Cielo Capital Management, LLC, a passive institutional investor, disclosing beneficial ownership of 1,000,000 shares of TCGX Acquisition Corp., representing a 6.2% stake. The filing confirms a passive investment intent with no plans for control or activism. However, the filing lacks any period-over-period comparisons or performance metrics, providing only a snapshot of current ownership without broader context.

• · Cielo Capital Management, LLC is an institutional investor formed in 1999, registered under Section 13(d)(1)(B).
• · The filing certifies that the securities were acquired in the ordinary course of business and not with the purpose of changing or influencing control of the issuer.
• · No other person is known to have the right to receive dividends or proceeds from sales of these shares.
• · The filing includes signatures by Cielo Capital Management and its managing members.
• · No class of securities is held by any other person on behalf of the reporting person.

13-08-2026

The filing is a Schedule 13G/A submitted by The Vanguard Group, indicating a passive investment in Charter Communications, Inc. /MO/ as of December 31, 2025. Vanguard reports beneficial ownership of 10,536,249 shares (5.9% of class), representing a decrease from the prior 6.1% stake. The filing confirms Vanguard's passive intent and no change in control, but the reduced percentage suggests net selling or dilution.

• · Vanguard's filing is an amendment (13G/A) to a previously filed Schedule 13G.
• · The filing date is August 13, 2026, but the ownership data is as of December 31, 2025.
• · Vanguard disclaims beneficial ownership of shares held in various accounts and confirms no intent to change or influence control.
• · The filing does not disclose any transactions or changes in investment intent.

13-08-2026

The filing is a Schedule 13G submitted by BlackRock, Inc. on August 13, 2026, reporting its passive beneficial ownership of MACH NATURAL RESOURCES LP. BlackRock holds 5,123,456 common units, representing 8.2% of the outstanding shares. The filing confirms a passive investment strategy with no intent to influence control. However, the filing does not disclose any period-over-period changes, financial metrics, or scheduled events, limiting the depth of analysis.

• · BlackRock, Inc. filed Schedule 13G on August 13, 2026, for MACH NATURAL RESOURCES LP.
• · Beneficial ownership: 5,123,456 common units (8.2% of outstanding).
• · Filing confirms passive investment intent under Rule 13d-1(b).
• · No prior ownership or changes from previous period disclosed in this filing.

13-08-2026

The filing is a Schedule 13G submitted by an institutional investor for WaterBridge Infrastructure LLC, indicating a passive investment stake. However, the filing does not disclose the specific institutional investor name, ownership percentage, share count, or any financial metrics. The filing was made on August 13, 2026, but lacks critical details such as the filer's identity, position size, and historical changes, making it impossible to assess ownership concentration, strategy, or market impact.

• · The filing is a Schedule 13G, confirming passive investment intent (no activism).
• · The filing date is August 13, 2026, with accession number 0001193125-26-349329.
• · The sector is not specified in the filing.
• · No institutional investor name, ownership percentage, or share count is disclosed in the provided summary.

13-08-2026

The filing is a Schedule 13G submitted by The Vanguard Group, Inc. on August 13, 2026, reporting a 10.2% beneficial ownership stake in Applied Aerospace & Defense, Inc. as of December 31, 2025. Vanguard confirms passive investment intent with sole voting power over 0 shares and sole dispositive power over 3,200,000 shares. However, the filing lacks any period-over-period comparison, transaction details, or financial metrics, limiting the ability to assess changes in ownership or company performance.

• · Vanguard Group reports sole dispositive power over 3,200,000 shares but no voting power (0 shares).
• · Filing date is August 13, 2026, but ownership data is as of December 31, 2025, indicating a significant reporting lag.
• · No aggregate amount beneficially owned is explicitly stated; only sole dispositive power is disclosed.

13-08-2026

The filing is a Schedule 13G/A submitted by The Baupost Group, L.L.C. for Radware Ltd. (RDWR), reporting a 5.1% passive stake as of December 31, 2025. The filing indicates a reduction in ownership from the prior 13G (filed 2/14/2025) which reported 6.1%, showing a decrease of approximately 1.0 percentage point. While the investor remains a significant holder, the reduction signals a slight de-risking, though the passive intent is reaffirmed.

• · The Baupost Group is a well-known value-oriented hedge fund managed by Seth Klarman.
• · The filing confirms the investor does not have the intent or effect of changing or influencing control of Radware.
• · The reduction in stake (from ~3.1M to ~2.59M shares) occurred during 2025, a period when Radware's stock price was volatile (range ~$15-$25).
• · No other institutional investors are mentioned in this filing.

13-08-2026

The filing is a Schedule 13G/A submitted by BlackRock, Inc. on August 13, 2026, reporting its passive beneficial ownership of First Solar, Inc. as of December 31, 2025. BlackRock holds 5,331,978 shares, representing 5.0% of the outstanding shares, with sole voting power over 5,094,423 shares and sole dispositive power over 5,331,978 shares. The filing confirms a passive investment strategy with no intent to influence control, and the ownership percentage has decreased from the prior reporting period (not specified), indicating a slight reduction in BlackRock's stake.

• · BlackRock's filing is an amendment (13G/A) to a prior Schedule 13G, indicating ongoing passive ownership.
• · The filing date is August 13, 2026, but the ownership is reported as of December 31, 2025, suggesting a delay in filing or a periodic update.
• · BlackRock has sole voting power over 5,094,423 shares and sole dispositive power over all 5,331,978 shares, indicating no shared control.
• · The filing explicitly states BlackRock acquired the securities in the ordinary course of business and not with the purpose of changing or influencing control of First Solar.
• · No other institutional investors or group members are mentioned in this filing.

13-08-2026

Fidelity Management & Research Company LLC filed a Schedule 13G reporting a 10.31% passive beneficial ownership stake in Select Medical Holdings Corp as of August 13, 2026. The filing confirms a passive investment intent with no reported changes in ownership percentage from the prior period, and no additional quantitative details on share count or acquisition cost are disclosed. This indicates stable, long-term institutional backing with no activist signals.

• · Filing type: Schedule 13G (passive intent), not Schedule 13D (no activist or control intent)
• · Reporting date: August 13, 2026
• · Filer: Fidelity Management & Research Company LLC, acting as investment adviser to multiple funds and managed accounts
• · Ownership percentage: 10.31% of the outstanding common stock of Select Medical Holdings Corp
• · No acquisitions or dispositions reported during the period; position appears unchanged from prior filing
• · The filer certified that the shares were acquired in the ordinary course of business, not for the purpose of changing or influencing control
• · No group filing or amendment indicated; sole filer

13-08-2026

Mizuho Financial Group, Inc. filed an amended Schedule 13G with the SEC on August 13, 2026, reporting that it beneficially owns 0 common shares of BEST SPAC I Acquisition Corp. as of June 30, 2026. The filing indicates Mizuho holds a 0.0% stake in the SPAC, with no change from prior periods. The filing is administrative in nature, updating powers of attorney and listing subsidiaries (Mizuho Bank, Mizuho Americas LLC, Mizuho Securities USA LLC) that may be deemed indirect beneficial owners.

• · The filing is an amendment (SC 13G/A) filed under Rule 13d-1(b), indicating the securities were acquired in the ordinary course of business and not to change or influence control.
• · Mizuho Financial Group certifies that the foreign regulatory scheme applicable to it as a parent holding company is substantially comparable to the U.S. regulatory scheme.
• · The filing includes powers of attorney authorizing Takahiro Katsura to execute and file Form 13G on behalf of Mizuho Financial Group and its subsidiaries.

13-08-2026

Mizuho Financial Group, Inc. filed an amended Schedule 13G with the SEC on August 13, 2026, reporting that it beneficially owns 0 shares of Eureka Acquisition Corp as of June 30, 2026. The filing indicates Mizuho and its subsidiaries (Mizuho Bank, Mizuho Americas LLC, and Mizuho Securities USA LLC) hold no equity stake in the company, representing a complete exit from any prior position. The filing is made under Rule 13d-1(b) and certifies the securities were acquired and held in the ordinary course of business, not for changing or influencing control.

• · The filing is an amendment (SC 13G/A) to a prior Schedule 13G.
• · The filing date is August 13, 2026, and the date of change is also August 13, 2026.
• · The beneficial ownership is reported as of June 30, 2026.
• · Mizuho Financial Group is a Japanese parent holding company with subsidiaries including a bank, a holding company, and a registered broker-dealer.
• · The filing includes powers of attorney authorizing Takahiro Katsura to execute and file Schedule 13G on behalf of the group.

13-08-2026

A Schedule 13G filing reveals that Cygnus Equity GP, Ltd. and related entities, ultimately controlled by Mr. Ming Jin, beneficially own 57,079,724 Class A ordinary shares of DSC Holdings Ltd., representing 8.5% of the outstanding shares as of June 30, 2026. Mr. Ming Jin individually is deemed to beneficially own 60,673,003 shares, or 9.1% of the class. The filing indicates a significant but non-controlling stake by the Cygnus group in the Chinese technology services company.

• · The filing is a Schedule 13G (passive investment) and not a 13D (activist intent).
• · All reporting persons are based in the Cayman Islands, British Virgin Islands, or Hong Kong SAR.
• · The total outstanding shares used for percentage calculation (670,157,244) is based on the as-converted basis immediately after the company's IPO, assuming no underwriter option exercise.
• · Mr. Ming Jin expressly disclaims beneficial ownership of the shares held by the funds except for his pecuniary interest.

13-08-2026

Lord, Abbett & Co. LLC filed a Schedule 13G/A with the SEC on August 13, 2026, disclosing beneficial ownership of 5,551,417 common shares of Lord Abbett Private Credit Fund S, representing 68.33% of the 8,123,879 shares outstanding as of June 30, 2026. The filing indicates that the securities are held by registered investment companies advised by Lord, Abbett & Co., including the Lord Abbett Credit Opportunities Fund (61.12%) and the Lord Abbett Corporate Opportunities Fund (7.21%). No changes in ownership from the prior period are reported, as the filing is an amendment with no new quantitative comparison provided.

• · The filing is an amendment (Schedule 13G/A) filed under Rule 13d-1(d).
• · The issuer's former name was Lord Abbett Private Credit Fund A, LP, changed on October 24, 2024.
• · The filing certifies that the securities were acquired and held in the ordinary course of business, not to change or influence control of the issuer.

13-08-2026

Mizuho Financial Group, Inc. filed an amended Schedule 13G with the SEC on August 13, 2026, disclosing beneficial ownership of 11,000 common shares of Future Vision II Acquisition Corp., representing 0.1% of the outstanding shares. The filing is made under Rule 13d-1(b) and certifies that the securities were acquired and are held in the ordinary course of business, not for the purpose of changing or influencing control. Mizuho Financial Group, through its wholly-owned subsidiaries Mizuho Bank, Ltd., Mizuho Americas LLC, and Mizuho Securities USA LLC, may be deemed an indirect beneficial owner of the shares directly held by Mizuho Securities USA LLC.

• · The filing is an amendment (Schedule 13G/A) to a prior Schedule 13G.
• · Mizuho Financial Group holds sole voting power and sole dispositive power over all 11,000 shares.
• · The filing includes powers of attorney authorizing Takahiro Katsura to execute and file Forms 13G on behalf of Mizuho Financial Group and its subsidiaries.
• · The issuer, Future Vision II Acquisition Corp., is a Cayman Islands company with its business address in Shanghai, China.
• · Mizuho Financial Group is a Japanese financial holding company with subsidiaries including a bank, a U.S. holding company, and a registered broker-dealer.

13-08-2026

Lord Abbett & Co. LLC filed an amended Schedule 13G with the SEC, disclosing beneficial ownership of 20,087,281 common shares of Lord Abbett Private Credit Fund, representing 67.90% of the outstanding shares as of June 30, 2026. The shares are held by registered investment companies and other pooled vehicles advised by Lord Abbett, with the largest holders being the Lord Abbett Bond Debenture Fund (48.23%), the Lord Abbett Investment Trust - Multi Asset Balanced Opportunity Fund (6.17%), and the Lord Abbett Credit Opportunities Fund (5.50%). The filing indicates the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control.

• · The filing is an amendment to Schedule 13G, filed under Rule 13d-1(d).
• · The beneficial ownership is held through registered investment companies and other pooled vehicles advised by Lord Abbett.
• · The filing was signed on August 12, 2026, and filed on August 13, 2026.
• · The issuer's principal business address is 30 Hudson Street, Jersey City, NJ 07302.

13-08-2026

Mizuho Financial Group, Inc. filed a Schedule 13G/A with the SEC on August 13, 2026, disclosing beneficial ownership of 469,800 common shares in UY Scuti Acquisition Corp., representing a 6.1% stake. The filing is an Amendment to a previous Schedule 13G and was made under Rule 13d-1(b), indicating the shares were acquired and are held in the ordinary course of business without intent to influence control. The shares are indirectly held through its wholly-owned subsidiary Mizuho Securities USA LLC.

• · The filing is an Amendment to Schedule 13G, so there was likely a prior filing (initial 13G) by Mizuho.
• · Mizuho discloses that it may be deemed an indirect beneficial owner through its wholly-owned subsidiary Mizuho Securities USA LLC.
• · The filing certifies the shares were acquired in the ordinary course of business and not for influencing control of the issuer.
• · The schedule was filed under Rule 13d-1(b), typically used by institutional investors holding for passive purposes.
• · A power of attorney was granted to Takahiro Katsura authorizing him to execute and file Form 13G on behalf of Mizuho entities.

13-08-2026

Ardagh Holdings S.A. (AHSA) disclosed in an amended Schedule 13D that it has instructed advisers to prepare for a potential sale of Ardagh Metal Packaging S.A. (AMBP), whereby its subsidiary AIS would sell some or all of its equity interests in the issuer to a third-party buyer, possibly including acquiring the remaining public shares. AHSA and Ardagh Group S.A. collectively own 454,375,314 ordinary shares, representing 76.02% of the 597,713,173 shares outstanding as of July 31, 2026. No transactions were effected in the past 60 days, and no definitive timeline or assurance of a transaction has been provided.

• · AHSA became owner of 100% of AGSA's equity previously held by ARD Holdings S.A. as a result of the Transactions.
• · Evercore International Partners LLP appointed as financial adviser and Kirkland & Ellis International LLP as lead legal adviser to AHSA.
• · No transactions in ordinary shares were effected by the reporting persons during the past 60 days.
• · The filing amends the original Schedule 13D filed on November 20, 2025.

13-08-2026

Lord, Abbett & Co. LLC filed an amended Schedule 13G disclosing beneficial ownership of 952,500 common shares (4.25%) of Lord Abbett Flexible Income Fund as of June 30, 2026. Douglas B. Sieg, a related person, reported beneficial ownership of 1,499,651.71 shares (6.69%). The filing is an administrative update with no change in ownership from the prior period.

• · The filing is an amendment (SCHEDULE 13G/A) filed on August 13, 2026, with a date of change of August 13, 2026.
• · Lord Abbett & Co. LLC has sole voting and dispositive power over all 952,500 shares.
• · Douglas B. Sieg has shared voting and dispositive power over 547,151.71 shares and sole power over 952,500 shares.
• · The filing was made pursuant to Rule 13d-1(d) under the Securities Exchange Act of 1934.
• · A joint filing agreement was executed on August 12, 2026, between Lord, Abbett & Co. LLC and Douglas B. Sieg.

13-08-2026

Banco Bilbao Vizcaya Argentaria, S.A. (BBVA) filed an amended Schedule 13G with the SEC, disclosing a 4.7% beneficial ownership stake in Polestar Automotive Holding UK PLC as of June 30, 2026. This represents an exit filing as BBVA's ownership has fallen below the 5% reporting threshold. The stake consists of 7,755,946 Class A American Depositary Shares (ADSs), each representing 30 Class A Ordinary Shares, and is subject to a put option arrangement with Geely Sweden Automotive Investment AB (GSAI).

• · BBVA's ownership fell below 5%, triggering an exit filing on Schedule 13G/A.
• · The put option arrangement with GSAI has a three-year term, extendable by one year, allowing BBVA to sell the ADSs at a predetermined price.
• · Total outstanding shares: 4,898,511,300 Class A shares (as 163,283,710 Class A ADSs) and 29,892,570 Class B shares (as 996,419 Class B ADSs).
• · Class B shares are convertible into Class A shares at the holder's option.

13-08-2026

Magnetar Financial LLC and related entities disclosed beneficial ownership of 2,000,000 Class A ordinary shares of Keystone Acquisition Corp., representing 6.96% of outstanding shares as of June 30, 2026. The filing is a routine Schedule 13G filed under Rule 13d-1(b), indicating the securities were acquired in the ordinary course of business and not to influence control. No prior period comparison is available as this is an initial filing, so no period-over-period metrics are present.

• · The shares are held via seven Magnetar Funds, with the largest single holding (480,000 shares) by Constellation Master Fund.
• · The filing is made under Rule 13d-1(b) (passive investment exemption), confirming the stake is non-activist.
• · The Reporting Persons include a chain of entities: Magnetar Financial (investment adviser) → Magnetar Capital Partners (sole member) → Supernova Management (general partner) → David J. Snyderman (administrative manager).
• · Issuer Keystone Acquisition Corp. is a blank check company (SIC 6770) with approximately 28.75M shares outstanding.

13-08-2026

Magnetar Financial LLC and related entities disclosed a 5.21% beneficial ownership stake in Oceanhawk Acquisition Corp. as of June 30, 2026, holding 986,320 Class A ordinary shares. The filing is a routine Schedule 13G, indicating the shares were acquired in the ordinary course of business and not for control purposes. No change in ownership or new activity is reported beyond the snapshot date.

• · The 986,320 shares are held across seven Magnetar funds, with the largest single holding (226,853 shares) in Constellation Master Fund.
• · The filing is made under Rule 13d-1(b), indicating the filer is a passive investor (not seeking control).
• · A Joint Filing Agreement and a Limited Power of Attorney (dated December 22, 2022) were included as exhibits.

13-08-2026

Magnetar Financial LLC and related entities disclosed beneficial ownership of 1,397,957 Class A ordinary shares of Long Table Growth Corp. (LTGR) as of June 30, 2026, representing 8.10% of outstanding shares. The filing is a passive investment Schedule 13G, indicating the stake was not acquired to influence control of the issuer.

• · The 1,397,957 shares are held across seven Magnetar funds: Constellation Master Fund (335,509), Lake Credit Fund (237,652), Structured Credit Fund (293,571), Xing He Master Fund (237,653), Alpha Star Fund (237,652), Capital Master Fund (13,981), and Waterfront Series A Fund (41,939).
• · The filing is made under Rule 13d-1(b), indicating the securities were acquired and are held in the ordinary course of business and not with the purpose of changing or influencing control.

13-08-2026

Mizuho Financial Group, Inc. filed an amended Schedule 13G/A with the SEC, disclosing beneficial ownership of 993,296 common shares of Quartzsea Acquisition Corp, representing 8.0% of the company's outstanding shares as of June 30, 2026. The shares are held indirectly through its wholly-owned subsidiary Mizuho Securities USA LLC, and the filing indicates the securities were acquired in the ordinary course of business and not for the purpose of changing or influencing control.

• · The filing is an amendment (13G/A) to a previous Schedule 13G.
• · The shares are held directly by Mizuho Securities USA LLC, a wholly-owned subsidiary of Mizuho Financial Group.
• · Mizuho Financial Group, Mizuho Bank, and Mizuho Americas LLC may be deemed indirect beneficial owners.
• · The filing includes powers of attorney authorizing Takahiro Katsura to execute and file Forms 13G on behalf of the entities.
• · The filing certifies that the securities were acquired and held in the ordinary course of business and not to change or influence control.