Latest Schedule 13D activist filings

Constellation Software Inc. has acquired a 12.7% stake in Sabre Corp and entered a strategic governance agreement, securing a board seat and influencing corporate governance.

Giordano Sordoni's beneficial ownership in Xos, Inc. decreased to 10.4% following a significant share issuance for accrued interest, despite a new RSU grant.

Major shareholder 22NW has entered into a voting agreement to support Farmer Brothers Co.'s merger with Royal Cup, Inc., making the coffee company a wholly-owned subsidiary.

Thomas J. Herzfeld and affiliated clients increased their beneficial ownership in Herzfeld Credit Income Fund, Inc. to 43.27% through recent open market purchases.

William P. Stiritz has updated his beneficial ownership in Post Holdings, Inc., maintaining a 10.3% stake through direct holdings, a trust, and his spouse.

BW Group Limited has reduced its beneficial ownership in DHT Holdings, Inc. to 7.25% through a series of open market sales in late February and early March 2026.

Altai Capital Management and its affiliates have disclosed a 5.1% beneficial ownership stake in Yatra Online, Inc., acquired for investment purposes.

Agriculture Investment Group Corp. and Granosur Holding Limited have reduced their beneficial ownership in Bioceres Crop Solutions Corp. to 14.36% through recent share sales.

Mat Ishbia and SFS Holding Corp. update beneficial ownership in UWM Holdings, reflecting sales under a 10b5-1 plan.

A group of investors led by Adrian Price has proposed a $7 million private placement in Alaunos Therapeutics, seeking Board engagement and a director appointment, with threats of further action if ignored.

An insider group, including Somasundaram Subramaniam, has ceased beneficial ownership of Ventyx Biosciences, Inc. following its acquisition by Eli Lilly and Company for $14.00 per share in cash.

Liberty 77 Funds have agreed to sell all their common shares in Starz Entertainment Corp. for $25 million in a private transaction.

An amendment to Schedule 13D details the Berkley family's 25.51% beneficial ownership in W. R. Berkley Corporation and the nomination of an MSI executive to the board.

Mitsui Sumitomo Insurance Co., Ltd. increased its beneficial ownership in W. R. Berkley Corporation to 15.7% and designated an executive for the board.

Hangdu Technology Ltd. has reduced its beneficial ownership in Jingbo Technology, Inc. to 5.28% following a share exchange for Xinghe Technology Limited and subsequent private transfers.

Sofinnova Venture Partners X and affiliated entities have reduced their beneficial ownership in Vera Therapeutics, Inc. to below 5% due to dilution and open market sales.

Sofinnova Venture Partners IX and affiliates updated their beneficial ownership in NextCure, Inc. to 7.1% of common stock, reflecting dilution from recent stock sales.

Sofinnova Venture Partners X and its affiliates now hold less than 5% of Jade Biosciences' common stock following a merger and reverse stock split.

JANA Partners Management, LP has reduced its beneficial ownership in Mercury Systems Inc. to approximately 6.9% through recent open market sales.

Carlos Slim Helu and family entities have reduced their beneficial ownership in PBF Energy Inc. to 22.6% through recent share sales.

OrbiMed Advisors and OrbiMed Capital GP V LLC have ceased to be beneficial owners of more than 5% of PMV Pharmaceuticals, Inc. common stock after significant share sales.

Two Seas Capital LP and its affiliates updated their beneficial ownership in Core Scientific, Inc. to 5.9%, detailing recent stock and options transactions.

Cosmic Vision Innovations Ltd has acquired 3.5 million Class A ordinary shares of Mega Matrix Inc. for $3.5 million, representing a 5.66% stake.

JAB Holdings B.V. has extended its long cash-settled total return equity swap related to Krispy Kreme, Inc. shares until March 1, 2028.

Activist investor Voss Capital, holding a 13.2% stake in PAR Technology, calls for an immediate strategic review to maximize shareholder value, citing undervaluation.

Activist investor Voss Capital, holding 19.3% of Xponential Fitness, calls for an immediate exploration of strategic alternatives, including a company sale, citing undervaluation.

North Run Strategic Opportunities Fund I, LP has significantly reduced its beneficial ownership in LightPath Technologies Inc. through a series of open market sales.

KKR Phoenix Aggregator L.P. completed a secondary offering of BrightSpring Health Services shares, reducing its stake but remaining a significant holder.

Sujal Patel, a key insider, increased his beneficial ownership in Nautilus Biotechnology, Inc. to 16.3% through recent option grants and open market purchases.

Parag Mallick, a key insider, has increased his beneficial ownership in Nautilus Biotechnology, Inc. to 17.6% through a recent option grant.