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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 |
|---|---|---|---|---|---|---|---|---|
ADSK | 10.85% | NEW | 1.85M | $275.48 | $510.2M | $217.88 | -20.9% | $185.50$329.09 |
GDDY | 10.45% | -32.1% | 3.13M | $156.78 | $491.4M | $95.72 | -38.9% | $71.59$171.42 |
GEN | 10.21% | UNCH | 17.52M | $27.43 | $480.5M | $26.76 | -2.4% | $17.78$32.22 |
CRM | 8.39% | -14.3% | 1.44M | $273.71 | $394.6M | $172.84 | -36.9% | $146.32$274.00 |
MTCH | 7.69% | NEW | 9.56M | $37.84 | $361.6M | $39.43 | +4.2% | $28.81$41.03 |
AQN | 7.20% | UNCH | 62.14M | $5.45 | $338.7M | $5.83 | +7.0% | $5.32$7.11 |
ALIT | 6.83% | UNCH | 43.40M | $7.40 | $321.1M | $20.74 | +180.3% | $9.58$116.00 |
WIX | 6.67% | UNCH | 1.88M | $167.17 | $313.8M | $53.01 | -68.3% | $40.16$190.93 |
ACTG | 6.05% | UNCH | 61.12M | $4.66 | $284.8M | $4.53 | -2.8% | $3.12$5.27 |
NWS | 5.19% | UNCH | 8.73M | $27.95 | $244.1M | $32.44 | +16.1% | $25.49$35.58 |
IWN | 4.81% | +5.9% | 1.35M | $166.82 | $226.0M | $221.94 | +33.0% | $155.54$224.42 |
NWSA | 4.08% | UNCH | 7.20M | $26.63 | $191.8M | $28.63 | +7.5% | $22.20$31.61 |
FTRE | 3.57% | +5.0% | 8.40M | $20.00 | $168.0M | $17.69 | -11.5% | $4.57$18.67 |
BLMN | 2.97% | UNCH | 8.44M | $16.53 | $139.5M | $8.41 | -49.1% | $5.19$10.70 |
ROG | 1.93% | UNCH | 804.0K | $113.01 | $90.9M | $131.72 | +16.6% | $61.17$169.00 |
HUM | 1.29% | -62.3% | 191.0K | $316.74 | $60.5M | $397.48 | +25.5% | $163.11$428.88 |
GDOT | 1.25% | UNCH | 5.02M | $11.71 | $58.8M | $13.43 | +14.6% | $9.31$15.41 |
RBA | 0.43% | UNCH | 251.2K | $80.49 | $20.2M | $110.83 | +37.7% | $93.58$119.58 |
NAN | 0.15% | UNCH | 7.50M | -- | $7.2M | $11.56 | -- | $10.79$11.80 |
HUMPUT | 0.01% | NEW | 60.0K | -- | $666K | -- | -- | -- |
| 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.