SEC Schedule 13D / 13G
Activist Stake Alerts, by Email and Telegram
When an investor crosses 5% of a public company with plans to push for change, they must disclose it to the SEC on a Schedule 13D. We read every one as it files, pull out who bought what and why, and send it to you, usually within minutes of the filing hitting EDGAR.
From $6 a month. Every call we send is scored and published, wins and misses.
What gets through
Most ownership filings are routine paperwork: index funds rebalancing, amendments that restate the same position. Those never reach you. An alert has to clear all of this first:
- →A new Schedule 13D disclosing 5% or more of a listed company, with the filer's own stated purpose quoted in the alert.
- →An amended 13D only when the stake actually changed by 2.5 percentage points or more against the filer's last disclosed position. Amendment number eighteen restating the same stake never alerts.
- →A passive Schedule 13G only when the buyer is an investor worth following. A routine 13G from an index fund is noise, and we treat it that way.
- →A verified ticker, resolved against the SEC's own company file. If we cannot confirm which stock it is, we drop the alert rather than guess.
Every parsed stake also feeds context into our other alerts: when news breaks on a company where a disclosed activist already holds a position, the alert says so.
Recent stakes we caught
Disclosed 5%+ positions from the last 90 days, straight from the filings. This is the raw feed behind the alerts, not a curated list.
762
Stakes caught, 90 days
531
Companies
762
Activist 13Ds
| Company | Investor | Stake | Form | Filed |
|---|---|---|---|---|
| $NFE | Strategic Value Partners, LLC | 14.7% | 13D | 2d ago |
| $BRR | Anthony Pompliano | 17.4% | 13D | 2d ago |
| $OSCR | Joshua Kushner | 12.1% | 13D | 2d ago |
| $JATT | JATT Ventures II L.P. | 23.1% | 13D | 2d ago |
| $MG | Mill Road Capital III, L.P. | 6.1% | 13D | 2d ago |
| $ELOG | Albert Wong | 39.8% | 13D | 2d ago |
| $EAF | Undavia Nilesh | 8.5% | 13D | 2d ago |
| $MRDN | Anthony Brian Goodman | 5.5% | 13D | 2d ago |
| KKR Real Estate Select Trust Inc. | KKR Alternative Assets LLC | 29.4% | 13D | 2d ago |
| $FRHC | Turlov Timur R | 64.9% | 13D | 2d ago |
| $BZAI | Lane Bess | 9.0% | 13D | 2d ago |
| $ATNI | Cornelius B. Prior, Jr. | 28.2% | 13D | 2d ago |
| $RAKR | Michael John O'Connor | 16.0% | 13D | 2d ago |
| AMG BBH Asset-Backed Credit Fund, LLC | BROWN BROTHERS HARRIMAN & CO | 66.2% | 13D | 2d ago |
| $TROO | JMD CORPORATE SERVICES LIMITED | 14.7% | 13D | 2d ago |
| $MLCO | Melco International Development Limited | 56.3% | 13D | 2d ago |
| $OSUR | YA II PN, Ltd. | 5.7% | 13D | 3d ago |
| $TALO | Carlos Slim Helu | 23.4% | 13D | 3d ago |
| $XBP | Par Chadha | 25.9% | 13D | 3d ago |
| $SHAZ | Situational Awareness LP | 21.1% | 13D | 3d ago |
| $AUR | Uber Technologies, Inc. | 9.2% | 13D | 3d ago |
| $FANG | SGF FANG Holdings, LP | 23.2% | 13D | 3d ago |
| $TYRA | RA Capital Management, L.P. | 19.9% | 13D | 3d ago |
| $TRMD | Hafnia Limited | 18.2% | 13D | 3d ago |
| $VIP | Rogers George Ted III | 8.5% | 13D | 3d ago |
Common questions
What is a Schedule 13D?
A filing an investor must submit to the SEC after acquiring more than 5% of a public company with the intent to influence it: board seats, a sale, a strategy change. It names the buyer, the stake, and the stated purpose, and it is public.
What is the difference between a 13D and a 13G?
Intent. A 13D signals the buyer wants to change something at the company. A 13G is the passive version, filed by investors who are just holding. That is why we alert on essentially every new 13D but only pass through a 13G when the name behind it is worth knowing.
How fast do the alerts arrive?
We poll EDGAR every minute. An alert normally lands within minutes of the filing appearing. The filing itself is public; being early to it is the part that matters.
Do activist stakes actually move stocks?
Often, on the day of disclosure, and not always upward or durably. A 13D from a known activist reads differently from an anonymous fund crossing 5%. We publish how our own calls turned out, including the ones that went against us, so you can judge it yourself.
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