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Recent Portfolio Changes

Filtered to positions ≥5% of portfolio or recent Form4 activity.View all unfiltered data →

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FilerTickerPortfolio %13F Status13F ChangeForm4 StatusForm4 Activity
HORIZON KINETICS ASSET MANAGEMENT LLCTPL54.0%Decreased
3.60M ($774.73M)
2025-05-15
Buy
865 ($1.10M)
from 2024-08-02 to 2025-06-18
Impactive Capital LPVAC9.0%Increased
3.06M ($44.32M)
2025-05-15
Buy
750K ($50.87M)
from 2025-06-17 to 2025-06-18
Real Talk Capital, LLCN/A7.5%Decreased
54.52K ($1.16M)
2025-06-20
-
-
Mink Brook Asset Management LLCDLHC6.1%Increased
1.44M ($5.17M)
2025-05-14
Buy
294.78K ($1.44M)
from 2025-04-28 to 2025-06-20
Atlas Merchant Capital LLCHCVI14.2%Unchanged
500K ($355K)
2025-05-12
Sale
100 ($1.25K)
on 2025-06-05
SB INVESTMENT ADVISERS (UK) LTDCPNG69.9%Unchanged
349.54M ($17.48M)
2025-05-15
Sale
40M ($1.05B)
from 2025-05-08 to 2025-06-13
Cannae Holdings, Inc.DNB67.4%Unchanged
69.05M ($243.05M)
2025-04-09
Sale
10M ($89.61M)
from 2025-05-08 to 2025-06-17
Ridgepath Capital Management LLCSGOV24.4%Decreased
503.02K ($13.27M)
2025-06-17
-
-
Ridgepath Capital Management LLCSSO15.4%Increased
386.20K ($2.80M)
2025-06-17
-
-
Ridgepath Capital Management LLCIEF8.7%New
-
-
-
Ridgepath Capital Management LLCJPST7.2%Decreased
293.85K ($2.82M)
2025-06-17
-
-
KELLOGG W K FOUNDATION TRUSTK93.6%Decreased
47.39M ($39.30M)
2025-05-06
Sale
2.41M ($197.60M)
from 2025-01-14 to 2025-06-16

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