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Operational activist. Targets underperforming companies where board and management changes unlock value.
| Stock | % Port | Activity | Shares | Rpt price | Value▼ | Price now | vs Rpt | 52-wk range |
|---|---|---|---|---|---|---|---|---|
GDDY | 12.87% | -1.4% | 8.26M | $70.88 | $585.5M | $95.90 | +35.3% | $71.59$171.42 |
ACM | 10.48% | -0.7% | 6.97M | $68.37 | $476.8M | $68.31 | -0.1% | $66.28$135.52 |
HUM | 10.17% | -0.7% | 953.0K | $485.19 | $462.4M | $397.32 | -18.1% | $163.11$428.88 |
WTW | 9.86% | -0.6% | 2.23M | $200.94 | $448.5M | $292.79 | +45.7% | $240.61$352.79 |
GEN | 8.50% | UNCH | 19.20M | $20.14 | $386.8M | $26.77 | +32.9% | $17.78$32.22 |
WIX | 4.42% | NEW | 2.57M | $78.23 | $200.9M | $53.13 | -32.1% | $40.16$190.93 |
CVLT | 4.26% | -3.9% | 3.65M | $53.04 | $193.9M | $147.34 | +177.8% | $71.75$200.68 |
PZZA | 4.25% | UNCH | 2.76M | $70.01 | $193.2M | $33.01 | -52.8% | $29.55$55.74 |
MRCY | 3.37% | -4.3% | 3.77M | $40.60 | $153.2M | $97.00 | +138.9% | $50.13$128.45 |
ON | 3.35% | -56.4% | 2.45M | $62.33 | $152.5M | $88.40 | +41.8% | $44.56$134.92 |
HUN | 2.77% | -38.3% | 5.13M | $24.54 | $125.9M | $11.84 | -51.8% | $7.30$16.09 |
GDOT | 2.21% | UNCH | 5.29M | $18.98 | $100.5M | $13.43 | -29.3% | $9.31$15.41 |
MD | 2.15% | UNCH | 5.92M | $16.51 | $97.7M | $25.84 | +56.5% | $11.84$27.94 |
CYXTQ | 1.86% | UNCH | 20.77M | $4.08 | $84.7M | -- | -- | -- |
IWN | 1.70% | NEW | 600.0K | $128.93 | $77.4M | $221.99 | +72.2% | $155.54$224.42 |
LPSNXXXX | 1.45% | UNCH | 7.00M | $9.42 | $66.0M | -- | -- | -- |
IWM | 1.16% | +1.6% | 319.4K | $164.92 | $52.7M | $294.13 | +78.3% | $212.34$302.72 |
ENOV | 0.59% | -36.4% | 578.0K | $46.07 | $26.6M | $27.20 | -41.0% | $19.14$34.28 |
ACIW | 0.56% | -76.7% | 1.21M | $20.90 | $25.4M | $57.74 | +176.3% | $38.05$60.17 |
IRRX | 0.21% | UNCH | 937.8K | $10.06 | $9.4M | -- | -- | -- |
EHTH | 0.19% | UNCH | 2.20M | $3.91 | $8.6M | $1.43 | -63.4% | $1.20$5.89 |
TGR | 0.17% | UNCH | 750.0K | $10.13 | $7.6M | -- | -- | -- |
HCMA | 0.17% | UNCH | 750.0K | $10.10 | $7.6M | $10.32 | +2.2% | $10.03$10.49 |
IVCAF | 0.17% | UNCH | 750.0K | $10.08 | $7.6M | $12.00 | +19.0% | $11.02$12.98 |
KNSW | 0.17% | UNCH | 750.0K | $10.03 | $7.5M | -- | -- | -- |
PPYA | 0.17% | UNCH | 750.0K | $10.03 | $7.5M | $11.01 | +9.8% | $11.00$11.01 |
ACAB | 0.17% | UNCH | 750.0K | $10.02 | $7.5M | -- | -- | -- |
PNSTQ | 0.16% | UNCH | 750.0K | $9.99 | $7.5M | $0.00 | -100.0% | $0.00$0.07 |
ASCB | 0.16% | UNCH | 750.0K | $9.95 | $7.5M | -- | -- | -- |
CLIN | 0.16% | UNCH | 750.0K | $9.88 | $7.4M | -- | -- | -- |
FZT | 0.16% | UNCH | 750.0K | $9.81 | $7.4M | -- | -- | -- |
DHAC | 0.15% | UNCH | 675.0K | $10.13 | $6.8M | -- | -- | -- |
ONYX | 0.15% | UNCH | 672.8K | $10.12 | $6.8M | -- | -- | -- |
WPCB | 0.15% | UNCH | 676.8K | $9.92 | $6.7M | -- | -- | -- |
BRKH | 0.15% | UNCH | 661.3K | $10.01 | $6.6M | $9.92 | -0.9% | $9.80$10.00 |
RNER | 0.14% | UNCH | 638.0K | $10.10 | $6.4M | -- | -- | -- |
AVAC | 0.14% | UNCH | 640.5K | $10.05 | $6.4M | -- | -- | -- |
MLAI | 0.14% | UNCH | 640.9K | $10.02 | $6.4M | -- | -- | -- |
SHCA | 0.14% | UNCH | 636.9K | $10.07 | $6.4M | -- | -- | -- |
CSLMF | 0.14% | UNCH | 639.3K | $9.90 | $6.3M | -- | -- | -- |
BPAC | 0.14% | UNCH | 617.2K | $10.08 | $6.2M | $10.14 | +0.6% | $9.87$10.14 |
BIOS | 0.14% | UNCH | 617.2K | $10.05 | $6.2M | -- | -- | -- |
ACAH | 0.13% | +93.1% | 622.2K | $9.82 | $6.1M | -- | -- | -- |
FLD | 0.13% | UNCH | 620.0K | $9.81 | $6.1M | $0.43 | -95.6% | $0.35$4.70 |
AXH | 0.13% | UNCH | 594.6K | $10.15 | $6.0M | -- | -- | -- |
SZZL | 0.13% | UNCH | 596.8K | $10.06 | $6.0M | $10.38 | +3.2% | $9.21$10.50 |
ROSE | 0.13% | UNCH | 588.3K | $10.15 | $6.0M | -- | -- | -- |
MSSAF | 0.13% | UNCH | 600.0K | $9.95 | $6.0M | $12.50 | +25.6% | $11.74$12.50 |
GBBK | 0.13% | UNCH | 600.0K | $9.87 | $5.9M | -- | -- | -- |
LATG | 0.12% | UNCH | 550.0K | $10.09 | $5.5M | -- | -- | -- |
| ADD | IJH | +580.0K sh(+11.0%) | $393.7M | 8.61% |
| TRIM | AQN | -6.30M sh(-9.9%) | $351.1M | 7.68% |
| SOLD ALL | ADSK | -1.00M sh | $296.5Mprior | -- |
| NEW | LW | +6.11M sh | $258.4M | 5.65% |
| NEW | KMX | +6.20M sh | $257.9M | 5.64% |
| SOLD ALL | CRM | -940.3K sh | $249.1Mprior | -- |
| ADD | RIOT | +2.80M sh(+22.0%) | $192.1M | 4.20% |
| TRIM | GEN | -2.78M sh(-26.2%) | $147.0M | 3.21% |
| TRIM | NWSA | -290.4K sh(-4.9%) | $139.7M | 3.05% |
| TRIM | FLR | -2.31M sh(-44.4%) | $134.6M | 2.94% |
| TRIM | CWAN | -4.50M sh(-45.2%) | $129.1M | 2.82% |
| TRIM | HR | -5.78M sh(-45.9%) | $115.9M | 2.53% |
| ADD | KVUE | +6.38M sh(+30.5%) | $471.1M | 8.92% |
| ADD | MTCH | +325.0K sh(+2.9%) | $368.0M | 6.97% |
| TRIM | ADSK | -311.3K sh(-23.7%) | $296.5M | 5.62% |
| TRIM | GEN | -1.59M sh(-13.0%) | $287.8M | 5.45% |
| TRIM | CRM | -301.8K sh(-24.3%) | $249.1M | 4.72% |
| NEW | CWAN | +9.96M sh | $240.2M | 4.55% |
| TRIM | HR | -1.89M sh(-13.0%) | $213.6M | 4.05% |
| NEW | FLR | +5.19M sh | $205.7M | 3.90% |
| TRIM | BDX | -278.1K sh(-23.0%) | $180.5M | 3.42% |
| ADD | RIOT | +3.93M sh(+44.5%) | $161.5M | 3.06% |
| TRIM | NWSA | -486.2K sh(-7.6%) | $154.0M | 2.92% |
| SOLD ALL | ALIT | -45.87M sh | $149.5Mprior | -- |
| TRIM | QRVO | -362.0K sh(-4.6%) | $684.1M | 12.87% |
| TRIM | ADSK | -154.3K sh(-10.5%) | $417.1M | 7.85% |
| TRIM | MTCH | -4.24M sh(-27.7%) | $391.0M | 7.36% |
| NEW | BILL | +7.02M sh | $372.1M | 7.00% |
| TRIM | GEN | -1.16M sh(-8.7%) | $345.5M | 6.50% |
| TRIM | CRM | -10.1K sh(-0.8%) | $294.4M | 5.54% |
| TRIM | HR | -4.80M sh(-24.9%) | $261.3M | 4.92% |
| TRIM | BDX | -1.41M sh(-53.9%) | $226.1M | 4.25% |
| TRIM | NWS | -845.5K sh(-12.3%) | $207.9M | 3.91% |
| SOLD ALL | PFE | -8.54M sh | $207.1Mprior | -- |
| TRIM | NWSA | -417.2K sh(-6.1%) | $196.0M | 3.69% |
| ADD | RIOT | +4.14M sh(+88.5%) | $167.8M | 3.16% |
| TRIM | QRVO | -397.1K sh(-4.8%) | $668.5M | 11.59% |
| ADD | MTCH | +1.23M sh(+8.7%) | $473.0M | 8.20% |
| TRIM | ADSK | -532.7K sh(-26.6%) | $454.2M | 7.87% |
| ADD | BDX | +870.5K sh(+49.8%) | $451.2M | 7.82% |
| TRIM | KVUE | -1.12M sh(-5.1%) | $438.1M | 7.59% |
| TRIM | GEN | -4.19M sh(-23.9%) | $391.9M | 6.79% |
| TRIM | AQN | -2.94M sh(-4.4%) | $363.8M | 6.31% |
| ADD | CRM | +402.6K sh(+47.4%) | $341.5M | 5.92% |
| ADD | IJH | +1.69M sh(+47.3%) | $325.6M | 5.64% |
| TRIM | HR | -781.3K sh(-3.9%) | $306.0M | 5.30% |
| TRIM | ALIT | -2.06M sh(-4.3%) | $259.6M | 4.50% |
| TRIM | NWS | -952.3K sh(-12.2%) | $235.5M | 4.08% |
| NEW | QRVO | +8.27M sh | $598.8M | 10.89% |
| SOLD ALL | GDDY | -2.83M sh | $558.6Mprior | -- |
| ADD | KVUE | +140.0K sh(+0.6%) | $528.9M | 9.62% |
| ADD | ADSK | +962.0K sh(+92.7%) | $523.6M | 9.52% |
| TRIM | MTCH | -571.1K sh(-3.9%) | $439.5M | 7.99% |
| NEW | BDX | +1.75M sh | $400.6M | 7.29% |
| ADD | AQN | +1.12M sh(+1.7%) | $341.5M | 6.21% |
| TRIM | HR | -111.5K sh(-0.6%) | $339.2M | 6.17% |
| ADD | ALIT | +696.0K sh(+1.5%) | $284.2M | 5.17% |
| TRIM | NWS | -667.2K sh(-7.9%) | $237.3M | 4.32% |
| ADD | CRM | +290.4K sh(+51.9%) | $228.0M | 4.15% |
| TRIM | IJH | -400.4K sh(-10.1%) | $208.0M | 3.78% |
| TRIM | GDDY | -304.0K sh(-9.7%) | $558.6M | 10.10% |
| ADD | MTCH | +5.10M sh(+53.4%) | $479.4M | 8.67% |
| NEW | KVUE | +21.91M sh | $467.9M | 8.46% |
| NEW | PFE | +15.37M sh | $407.7M | 7.38% |
| NEW | HR | +20.18M sh | $342.1M | 6.19% |
| ADD | ALIT | +3.83M sh(+8.8%) | $326.8M | 5.91% |
| TRIM | ADSK | -814.0K sh(-44.0%) | $306.8M | 5.55% |
| ADD | AQN | +3.17M sh(+5.1%) | $290.7M | 5.26% |
| TRIM | NWS | -250.0K sh(-2.9%) | $258.1M | 4.67% |
| NEW | IJH | +3.97M sh | $247.1M | 4.47% |
| SOLD ALL | IWN | -1.35M sh | $226.0Mprior | -- |
| TRIM | CRM | -882.6K sh(-61.2%) | $187.0M | 3.38% |
| NEW | ADSK | +1.85M sh | $510.2M | 10.85% |
| TRIM | GDDY | -1.48M sh(-32.1%) | $491.4M | 10.45% |
| TRIM | CRM | -240.0K sh(-14.3%) | $394.6M | 8.39% |
| NEW | MTCH | +9.56M sh | $361.6M | 7.69% |
| ADD | IWN | +75.0K sh(+5.9%) | $226.0M | 4.81% |
| ADD | FTRE | +400.0K sh(+5.0%) | $168.0M | 3.57% |
| SOLD ALL | MRCY | -2.29M sh | $61.9Mprior | -- |
| TRIM | HUM | -316.0K sh(-62.3%) | $60.5M | 1.29% |
| SOLD ALL | ACM | -625.4K sh | $55.1Mprior | -- |
| SOLD ALL | IWR | -300.0K sh | $24.3Mprior | -- |
| NEW | HUMPUT | +60.0K sh | $666K | 0.01% |
| TRIM | GDDY | -1.81M sh(-28.2%) | $644.4M | 15.00% |
| TRIM | GEN | -1.09M sh(-5.9%) | $437.6M | 10.19% |
| ADD | CRM | +473.4K sh(+39.2%) | $432.4M | 10.07% |
| ADD | ALIT | +3.59M sh(+9.0%) | $320.3M | 7.46% |
| TRIM | WIX | -555.0K sh(-22.8%) | $298.6M | 6.95% |
| ADD | NWSA | +1.24M sh(+20.9%) | $198.5M | 4.62% |
| TRIM | IWN | -425.0K sh(-24.9%) | $194.9M | 4.54% |
| TRIM | HUM | -469.0K sh(-48.1%) | $189.4M | 4.41% |
| ADD | FTRE | +2.70M sh(+50.9%) | $186.7M | 4.35% |
| TRIM | MRCY | -370.0K sh(-13.9%) | $61.9M | 1.44% |
| TRIM | ACM | -233.6K sh(-27.2%) | $55.1M | 1.28% |
| TRIM | IWR | -225.0K sh(-42.9%) | $24.3M | 0.57% |
| TRIM | GDDY | -1.09M sh(-14.5%) | $762.1M | 15.74% |
| ADD | AQN | +150.0K sh(+0.2%) | $392.7M | 8.11% |
| NEW | ALIT | +39.81M sh | $392.1M | 8.10% |
| TRIM | CRM | -328.0K sh(-21.3%) | $364.0M | 7.52% |
| TRIM | HUM | -18.1K sh(-1.8%) | $338.4M | 6.99% |
| TRIM | WIX | -911.0K sh(-27.3%) | $334.4M | 6.91% |
| TRIM | IWN | -100.0K sh(-5.5%) | $270.8M | 5.59% |
| TRIM | FTRE | -2.29M sh(-30.2%) | $212.8M | 4.40% |
| ADD | NWSA | +4.26M sh(+250%) | $156.0M | 3.22% |
| SOLD ALL | VRT | -2.61M sh | $125.3Mprior | -- |
| ADD | ROG | +350.0K sh(+77.1%) | $95.4M | 1.97% |
| TRIM | ACM | -950.0K sh(-52.5%) | $84.3M | 1.74% |
| TRIM | GDDY | -2.45M sh(-24.6%) | $797.6M | 16.59% |
| ADD | HUM | +153.1K sh(+18.2%) | $455.1M | 9.47% |
| TRIM | WIX | -373.0K sh(-10.0%) | $411.3M | 8.55% |
| TRIM | CRM | -194.0K sh(-11.2%) | $404.3M | 8.41% |
| ADD | AQN | +3.59M sh(+6.1%) | $391.8M | 8.15% |
| ADD | IWN | +255.0K sh(+16.5%) | $280.4M | 5.83% |
| NEW | FTRE | +7.59M sh | $265.1M | 5.51% |
| ADD | BLMN | +100.0K sh(+1.2%) | $237.6M | 4.94% |
| NEW | NWS | +8.73M sh | $224.6M | 4.67% |
| TRIM | ACM | -1.08M sh(-37.4%) | $167.2M | 3.48% |
| TRIM | VRT | -1.51M sh(-36.7%) | $125.3M | 2.61% |
| TRIM | MRCY | -163.8K sh(-7.1%) | $78.4M | 1.63% |
| TRIM | GDDY | -78.2K sh(-0.8%) | $742.0M | 19.01% |
| SOLD ALL | SPLK | -4.07M sh | $431.6Mprior | -- |
| TRIM | HUM | -44.0K sh(-5.0%) | $409.2M | 10.48% |
| TRIM | CRM | -277.6K sh(-13.8%) | $350.9M | 8.99% |
| ADD | AQN | +24.26M sh(+71.1%) | $345.7M | 8.86% |
| TRIM | WIX | -69.0K sh(-1.8%) | $341.1M | 8.74% |
| TRIM | GEN | -305.9K sh(-1.6%) | $329.0M | 8.43% |
| TRIM | ACM | -892.0K sh(-23.6%) | $239.9M | 6.15% |
| ADD | ACTG | +41.12M sh(+206%) | $223.1M | 5.72% |
| ADD | IWN | +650.0K sh(+72.2%) | $210.1M | 5.38% |
| NEW | BLMN | +8.34M sh | $205.1M | 5.25% |
| TRIM | VRT | -11.82M sh(-74.2%) | $153.3M | 3.93% |
| TRIM | GDDY | -19.0K sh(-0.2%) | $754.3M | 16.30% |
| TRIM | SPLK | -515.0K sh(-11.2%) | $431.6M | 9.32% |
| TRIM | CRM | -522.9K sh(-20.7%) | $424.2M | 9.16% |
| ADD | HUM | +85.0K sh(+10.6%) | $395.7M | 8.55% |
| TRIM | VRT | -873.7K sh(-5.2%) | $395.0M | 8.53% |
| TRIM | ACM | -1.60M sh(-29.8%) | $320.2M | 6.92% |
| ADD | WIX | +1.81M sh(+91.9%) | $296.1M | 6.40% |
| NEW | AQN | +34.14M sh | $282.0M | 6.09% |
| TRIM | ROG | -254.2K sh(-24.7%) | $125.3M | 2.71% |
| TRIM | WTW | -1.31M sh(-72.0%) | $119.8M | 2.59% |
| NEW | ABCM | +4.59M sh | $112.4M | 2.43% |
| TRIM | MRCY | -936.3K sh(-24.8%) | $98.1M | 2.12% |
Source: SEC EDGAR · CIK 0001517137 · filing period 2026-03-31
Point-in-time snapshot. Data may be delayed and is shown for informational purposes only — not a recommendation to buy or sell any security. Verify against issuer filings and primary sources before acting.
As of 2026-03-31.