Latest Schedule 13D activist filings

Spectrum Equity has amended its Schedule 13D filing for GoodRx Holdings, Inc., disclosing a pro rata distribution of Class A Common Stock to its limited partners and subsequent open market sales, reducing its beneficial ownership to 12.9%.

Spruce House Investment Management and its affiliates have filed a Schedule 13D for Cimpress plc, disclosing an 8.35% beneficial ownership and indicating an evaluation of strategic options for their investment.

Castle Creek Capital Partners VII, LP has reduced its beneficial ownership in CF Bankshares Inc. to 9.9% after selling 74,080 shares of Voting Common Stock for over $1.78 million between May 21 and July 1, 2025.

Anson Funds Management LP and its affiliates have substantially decreased their beneficial ownership in Nano Dimension Ltd. to 7.5% and initiated short economic exposure through derivative agreements.

Anchorage Lending CA, LLC has significantly increased its beneficial ownership in Gryphon Digital Mining, Inc. to 21.3% after exercising warrants and entering into a voting and support agreement related to a planned merger with American Bitcoin Corp.

Clearlake Capital Group, L.P. and its affiliates have submitted a non-binding proposal to acquire all outstanding shares of Forward Air Corporation they do not already own for cash consideration.

A group of Alithya Group inc. insiders, including CEO Paul Raymond and directors Ghyslain Rivard and Pierre Turcotte, have filed an amended Schedule 13D, confirming their collective beneficial ownership of 9.0% of Class A subordinate voting shares and announcing a future change in the company's principal executive offices.

BlackRock Portfolio Management LLC, a wholly-owned subsidiary of BlackRock, Inc., has disclosed a 46.1% beneficial ownership stake in Mediaco Holding Inc. following BlackRock's $12 billion acquisition of HPS Investment Partners.

Oaktree Capital Management entities have reduced their stake in Runway Growth Finance Corp. by selling 1,000,000 shares of common stock for $10.45 per share.

AppTech Payments Corp. Independent Director Albert L. Lord has disclosed a beneficial ownership of 8.5% of the company's common stock, acquired through personal funds and family trusts for investment purposes.

Barnwell Industries, Inc. Employees' Pension Plan Trust has disclosed a 5.2% beneficial ownership stake in Barnwell Industries Inc. common stock, indicating an intent to acquire additional shares for investment purposes.

Redmile Group, LLC, a key investor in Fate Therapeutics Inc., has elected to increase its maximum beneficial ownership percentage of pre-funded warrants from 9.99% to 14.99%, effective 61 days after July 1, 2025.

ValueAct Capital Master Fund has increased its beneficial ownership in Rocket Companies, Inc. to 7.7% of outstanding Class A Common Stock, acquiring an additional 4.6 million shares as a result of Rocket's all-stock acquisition of Redfin Corporation.

A consortium including Sumant Sinha, CPPIB, Masdar, and Platinum Hawk has submitted a revised non-binding proposal to acquire all outstanding shares of ReNew Energy Global plc for $8.00 per share, an increase from their previous offer.

A consortium including Canada Pension Plan Investment Board and Abu Dhabi Investment Authority has increased its non-binding offer to acquire ReNew Energy Global plc to $8.00 per share, representing a significant premium, and extended the exclusivity period for the bid.

A consortium led by Canada Pension Plan Investment Board has submitted a revised non-binding proposal to acquire ReNew Energy Global plc for $8.00 per share, while extending their bid conduct agreement until September 30, 2025.

SK geo centric Co., Ltd. has amended its Schedule 13D filing for Loop Industries, Inc., disclosing recent share dispositions and the resignation of its designated director from Loop's board, signaling a shift to a purely investment-focused approach.

Activist investor Starboard Value LP and its affiliates have disclosed a 9.0% beneficial ownership stake in Tripadvisor, Inc., stating their belief that the shares are undervalued and expressing intent to engage with management and the Board on opportunities for value creation.

Lennar Corporation and its affiliates have updated their beneficial ownership in Hippo Holdings Inc. after Hippo repurchased 514,309 shares from LEN FW Investor, LLC for approximately $14.5 million.

Lennar Corporation and its affiliates have updated their beneficial ownership in Hippo Holdings Inc. after Hippo repurchased 514,309 shares from LEN FW Investor, LLC for approximately $14.5 million.

Strategic Value Partners LLC has announced a change in its nominee to the Board of Directors of LATAM Airlines Group S.A., with Alvaro Fabian replacing William de Wulf.

GIC Private Ltd, GIC Asset Management Pte. Ltd., and Radiance Star Pte. Ltd. have reduced their beneficial ownership in Pagaya Technologies Ltd. to 0.61%, ceasing to hold more than 5% of the Class A Ordinary Shares as of July 2, 2025, following a series of open market and block sales.

Eagle Point Credit Management LLC has reduced its beneficial ownership in Carlyle Credit Income Fund's Preferred Shares to 20.04% through a series of secondary market sales.

Alset Inc.'s Chairman and CEO, Heng Fai Ambrose Chan, has increased his beneficial ownership in the company to 68.3% after acquiring an additional 280,000 shares for investment purposes.

Enstar Group Limited has completed its acquisition by investment vehicles managed by Sixth Street Partners, resulting in the delisting of its Ordinary Shares and Depositary Shares from NASDAQ.

Madryn Asset Management and its affiliated funds have significantly increased their beneficial ownership in Venus Concept Inc. to 85.5% through a series of debt-to-equity exchanges, including a recent conversion of $11.1 million in convertible notes and acquisition of Series Y Preferred Stock.

Charles E. Drimal, Jr., Chairman, CEO, and President of PrimeEnergy Resources Corporation, has increased his beneficial ownership and voting control to 58.3% of the company's common stock through new voting agreements.

JLA Realty Associates, along with Steven J. Caspi, has disclosed an 8.8% beneficial ownership stake in Universal Safety Products, Inc., indicating potential future engagement regarding the company's strategic direction and corporate governance.

Blair Jordan, CEO of 180 Life Sciences Corp., has updated his beneficial ownership to 31.3% of common stock, reflecting adjustments to restricted stock grants and new option awards, as detailed in an amended Schedule 13D filing.

Intercontinental Exchange and its subsidiary have updated their beneficial ownership in Bakkt Holdings, Inc. to 54.2% of total common stock, a change primarily driven by dilution from Bakkt's recent Class A share issuances.