Latest Schedule 13G passive stakes

Donald Smith & Co., Inc. and DSCO Value Fund, L.P. have reported beneficial ownership of 8.1% of Allegiant Travel Co. common stock as of June 30, 2026.

M3 Funds, LLC, M3 Partners, LP, M3F, Inc., Jason A. Stock, and William C. Waller have collectively reported beneficial ownership of 547,529 shares, representing 8.86% of Broadway Financial Corporation's Class A Common Stock.

Donald Smith & Co., Inc. and DSCO Value Fund, L.P. have reported beneficial ownership of 5.0% of Algoma Steel Group Inc.'s common stock as of June 30, 2026.

Eagle Point Credit Management LLC has filed a Schedule 13G, reporting beneficial ownership of 18.89% of Carlyle Credit Income Fund's preferred shares.

AQR Capital Management entities have amended their Schedule 13G filing to reflect changes in beneficial ownership of Sleep Number Corp. common stock.

Eagle Point Credit Management LLC has updated its Schedule 13G filing, reporting beneficial ownership of 207,239 shares of OFS Credit Company, Inc. Preferred Stock, representing 5.76% of the class.

An amendment to Schedule 13G details changes in beneficial ownership for KVH Industries Inc., with Michael Torok reporting increased holdings.

SilverArc Capital Management, LLC and Devesh Gandhi have reported beneficial ownership of 4.8% of TELA BIO, Inc.'s Class A Common Stock as of June 30, 2026.

SilverArc Capital Management, LLC and Devesh Gandhi report zero beneficial ownership of Kalvista Pharmaceuticals, Inc. Class A Common Stock as of June 30, 2026.

SilverArc Capital Management, LLC and Devesh Gandhi have reported beneficial ownership of 2,192,980 shares, representing 4.9% of Elutia Inc.'s Class A Common Stock.

Lighthouse Investment Partners and its affiliated entities report beneficial ownership of 4.06% of GigCapital9 Corp.'s Class A ordinary shares as of June 30, 2026.

Chidozie Ugwumba has reported a complete divestment of all beneficial ownership in Clene Inc., ceasing to have voting or investment power over the company's holdings.

Picton Mahoney Asset Management has disclosed beneficial ownership of 5.1% of Flagstar Bank's Fixed-to-Floating Rate Series A Noncumulative Perpetual Preferred Stock.

Picton Mahoney Asset Management has reported acquiring a 2.3% stake in Lionheart Holdings, holding 500,000 Class A Ordinary Shares.

Picton Mahoney Asset Management has reported a complete divestment of its Class A Ordinary Shares in SIM Acquisition Corp. I, holding zero shares as of June 30, 2026.

Picton Mahoney Asset Management has reported a complete divestment of its Class A Ordinary Shares in Centurion Acquisition Corp., holding 0% ownership.

Picton Mahoney Asset Management has updated its beneficial ownership filing for Telephone & Data Systems Inc.'s Series UU Preferred Stock, now holding 11.2% as of June 30, 2026.

An amended Schedule 13G filing reveals that Working Capital Partners, Ltd. and affiliated entities now collectively hold a 6.9% stake in Stitch Fix, Inc.'s Class A Common Stock.

Multiple Apollo-affiliated entities have reported changes in their beneficial ownership of Community Health Systems, Inc. common stock as of June 30, 2026.

Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC have filed an amended Schedule 13G, reporting beneficial ownership of 0.1% of Brazil Potash Corp.'s common shares.

Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC have filed an amended Schedule 13G, reporting beneficial ownership of 0.1% of Brazil Potash Corp.'s common shares.

Several Apollo-affiliated entities have collectively reported beneficial ownership of approximately 69.1% of Phoenix Education Partners, Inc.'s common stock.

Several Apollo Management-affiliated entities have collectively reported beneficial ownership of over 51% of Rackspace Technology, Inc. common stock as of June 30, 2026.

Several Apollo-affiliated funds have updated their beneficial ownership filings for USA TODAY Co., Inc., reporting a combined 8.3% stake.

Apollo Management entities have reported beneficial ownership of 18.9% of Grupo Aeromexico's American Depositary Shares.

Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have filed a Schedule 13G, reporting beneficial ownership of 4.9% of Cal Redwood Acquisition Corp's Class A Ordinary Shares.

Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have filed a Schedule 13G, reporting beneficial ownership of 4.9% of Cal Redwood Acquisition Corp's Class A Ordinary Shares.

Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have filed an amendment to their Schedule 13G, disclosing their beneficial ownership of Delek US Holdings, Inc. common stock.

Goldman Sachs Group, Inc. and its subsidiary Goldman Sachs & Co. LLC have filed an amendment to their Schedule 13G, disclosing their beneficial ownership of Delek US Holdings, Inc. common stock.

Goldman Sachs Group, Inc. and Goldman Sachs & Co. LLC have jointly filed a Schedule 13G, reporting beneficial ownership of 5.6% of Energy Transition Special Opportunities' Class A ordinary shares.