13D/G large-stake feed

Latest 13D/G Reports

Since 06 May 2026. Review filer CIK, subject security, ownership %, and SEC evidence first.

Recent 13D/G signals

Large-stake disclosures to inspect

Start with holder, issuer/security, stake size, and SEC evidence.

13G/A

Oasis Management Co Ltd. stake in VAIL RESORTS INC

Holder CIK 0001317904

13G/A MTN
CIK
0001317904
Issuer
VAIL RESORTS INC
Security
MTN
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
7.9% / 2,808,396 shares
Filed
15 May 2026, 16:16:23 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13G/A

Redmile Group, LLC stake in Stoke Therapeutics, Inc.

Holder CIK 0001425738

13G/A STOK
CIK
0001425738
Issuer
Stoke Therapeutics, Inc.
Security
STOK
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
6.7% / 4,164,120 shares
Filed
15 May 2026, 16:16:19 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13G/A

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC stake in National CineMedia, Inc.

Holder CIK 0001164833

13G/A NCMI
CIK
0001164833
Issuer
National CineMedia, Inc.
Security
NCMI
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
8.5% / 7,897,853 shares
Filed
15 May 2026, 16:16:19 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13G/A

Point72 Asset Management, L.P. stake in Black Rock Coffee Bar, Inc.

Holder CIK 0001603466

13G/A BRCB
CIK
0001603466
Issuer
Black Rock Coffee Bar, Inc.
Security
BRCB
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
4.3% / 755,707 shares
Filed
15 May 2026, 16:16:13 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13G/A

Redmile Group, LLC stake in Immunome, Inc.

Holder CIK 0001425738

13G/A IMNM
CIK
0001425738
Issuer
Immunome Inc.
Security
IMNM
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
4.9% / 5,558,885 shares
Filed
15 May 2026, 16:15:59 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

13G/A

DISCIPLINED GROWTH INVESTORS INC /MN stake in GEOSPACE TECHNOLOGIES CORP

Holder CIK 0001050442

13G/A GEOS
CIK
0001050442
Issuer
GEOSPACE TECHNOLOGIES CORP
Security
GEOS
Source
SEC 13G/A
Action
Beneficial ownership disclosure
Magnitude
8.5% / 1,101,426 shares
Filed
15 May 2026, 16:15:56 UTC

Check whether this is a new stake, an amended position, or a material ownership change before moving to the issuer page.

Rows shown
1,151-1,200 of 4,055
Per page
50
Current page
24

Schedule 13D/G ownership events

Activist and large-stake radar

Stake size, change direction, reporting filer, issuer, active/passive form type, and SEC evidence.

Visible reports

6

Fresh large-stake filings promoted above the legacy table.

13D/13G mix

0/6

Active-intent candidates versus passive large-stake disclosures.

Largest visible stake

8.5%

Highest class ownership surfaced in the preview cards.

Newest evidence

15 May 2026

Use recency before treating an old large-stake story as fresh.

Signal checks

13D active-intent check

active/control intent, item text, amendments

13G passive stake check

large passive holder disclosure

Stake change direction

ownership percent and share change

Issuer and owner follow-up

issuer, filer history, insider activity, 13F context

SEC-verifiable Schedule 13D/G path

Open the Schedule 13D/G filing, then cross-check insider and Form 13F evidence.

Large-stake signal

Oasis Management Co Ltd.

VAIL RESORTS INC (MTN)

Schedule 13G/A Ownership 7.9% Filing-backed
CIK
000090266426002523
Source
SEC Schedule 13G/A
Action
Large stake increase disclosed
Magnitude
7.9%
Filed
15 May 2026, 16:16:23 UTC
Period
31 Mar 2026

Oasis Management Co Ltd. filed Schedule 13G/A for VAIL RESORTS INC (MTN). Reported class ownership: 7.9%. Ownership change: +2.7%. Share change: +52%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

Redmile Group, LLC

Stoke Therapeutics, Inc. (STOK)

Schedule 13G/A Ownership 6.7% Filing-backed
CIK
000110465926062573
Source
SEC Schedule 13G/A
Action
Large stake reduction disclosed
Magnitude
6.7%
Filed
15 May 2026, 16:16:19 UTC
Period
31 Mar 2026

Redmile Group, LLC filed Schedule 13G/A for Stoke Therapeutics, Inc. (STOK). Reported class ownership: 6.7%. Ownership change: -1.3%. Share change: -4.8%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC

National CineMedia, Inc. (NCMI)

Schedule 13G/A Ownership 8.5% Filing-backed
CIK
000117266126002325
Source
SEC Schedule 13G/A
Action
Large stake increase disclosed
Magnitude
8.5%
Filed
15 May 2026, 16:16:19 UTC
Period
31 Mar 2026

HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC filed Schedule 13G/A for National CineMedia, Inc. (NCMI). Reported class ownership: 8.5%. Ownership change: +1.9%. Share change: +28%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

Point72 Asset Management, L.P.

Black Rock Coffee Bar, Inc. (BRCB)

Schedule 13G/A Ownership 4.3% Filing-backed
CIK
000091957426003466
Source
SEC Schedule 13G/A
Action
Large stake reduction disclosed
Magnitude
4.3%
Filed
15 May 2026, 16:16:13 UTC
Period
31 Mar 2026

Point72 Asset Management, L.P. filed Schedule 13G/A for Black Rock Coffee Bar, Inc. (BRCB). Reported class ownership: 4.3%. Ownership change: -1.1%. Share change: -20%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

Redmile Group, LLC

Immunome, Inc. (IMNM)

Schedule 13G/A Ownership 4.9% Filing-backed
CIK
000110465926062570
Source
SEC Schedule 13G/A
Action
Large stake reduction disclosed
Magnitude
4.9%
Filed
15 May 2026, 16:15:59 UTC
Period
31 Mar 2026

Redmile Group, LLC filed Schedule 13G/A for Immunome, Inc. (IMNM). Reported class ownership: 4.9%. Ownership change: -0.3%. Share change: -2.8%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Large-stake signal

DISCIPLINED GROWTH INVESTORS INC /MN

GEOSPACE TECHNOLOGIES CORP (GEOS)

Schedule 13G/A Ownership 8.5% Filing-backed
CIK
000105044226000015
Source
SEC Schedule 13G/A
Action
Large stake reduction disclosed
Magnitude
8.5%
Filed
15 May 2026, 16:15:56 UTC
Period
31 Mar 2026

DISCIPLINED GROWTH INVESTORS INC /MN filed Schedule 13G/A for GEOSPACE TECHNOLOGIES CORP (GEOS). Reported class ownership: 8.5%. Ownership change: -0.3%. Share change: -2.7%. Open the SEC evidence before treating this as an activist or passive large-stake signal.

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Filed by Symbol Subject Shares owned Ownership % Source
Oasis Management Co Ltd. CIK 0001317904 MTN VAIL RESORTS INC 2,808,396 7.9% SEC filing
Redmile Group, LLC CIK 0001425738 STOK Stoke Therapeutics, Inc. 4,164,120 6.7% SEC filing
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC CIK 0001164833 NCMI National CineMedia, Inc. 7,897,853 8.5% SEC filing
Point72 Asset Management, L.P. CIK 0001603466 BRCB Black Rock Coffee Bar, Inc. 755,707 4.3% SEC filing
Redmile Group, LLC CIK 0001425738 IMNM Immunome, Inc. 5,558,885 4.9% SEC filing
DISCIPLINED GROWTH INVESTORS INC /MN CIK 0001050442 GEOS GEOSPACE TECHNOLOGIES CORP 1,101,426 8.5% SEC filing
Schonfeld Strategic Advisors LLC CIK 0001665241 CDNL Cardinal Infrastructure Group Inc. 439,707 2.9% SEC filing
Point72 Asset Management, L.P. CIK 0001603466 PRAX Praxis Precision Medicines, Inc. 0 0% SEC filing
Redmile Group, LLC CIK 0001425738 ALXO ALX Oncology Holdings Inc. 9,214,188 6.8% SEC filing
L.I.A. Pure Capital Ltd CIK 0001749628 CMND Clearmind Medicine Inc. 0 0% SEC filing
Select Equity Group, L.P. CIK 0001592643 MIDD MIDDLEBY CORP 1,500,535 3.3% SEC filing
J. Goldman & Co LP CIK 0001412741 DSACU Daedalus Special Acquisition Corp. 1,250,000 4.9% SEC filing
Graham Holdings Co CIK 0000104889 PUBM PubMatic, Inc. 3,398,904 8.9% SEC filing
PLATINUM EQUITY, LLC CIK 0001228754 INGM Ingram Micro Holding Corp 197,104,541 85% SEC filing
Trails Edge Capital Partners, LP CIK 0002077247 IKT Inhibikase Therapeutics, Inc. 8,057,345 6.1% SEC filing
MARATHON ASSET MANAGEMENT LP CIK 0001279913 MNKTQ Keenova Therapeutics plc 2,710,229 6.8% SEC filing
MARATHON ASSET MANAGEMENT LP CIK 0001279913 EAF GRAFTECH INTERNATIONAL LTD 1,211,615 4.7% SEC filing
Newtyn Management, LLC CIK 0001569241 MAGN Magnera Corporation 2,760,000 7.7% SEC filing
SOUTHEASTERN ASSET MANAGEMENT INC/TN/ CIK 0000807985 GLIBK GCI Liberty, Inc. 1,321,110 3.7% SEC filing
Newtyn Management, LLC CIK 0001569241 PAR Par Technology Corporation 2,732,696 6.6% SEC filing
Capitalink Ltd. CIK 0002036836 VBIX QUANTUM X LABS INC. 667,034 5% SEC filing
Capitalink Ltd. CIK 0002036836 CMND Clearmind Medicine Inc. 0 0% SEC filing
Capitalink Ltd. CIK 0002036836 JFBR Nexera Technologies Ltd 0 0% SEC filing
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 CBIO Crescent Biopharma, Inc. 1,160,000 4.2% SEC filing
TANG CAPITAL MANAGEMENT LLC CIK 0001232621 ALT Altimmune, Inc. 666,022 0.3% SEC filing
Lind Global Fund III LP CIK 0002071860 ENVB Enveric Biosciences, Inc. 161,232 7.9% SEC filing
Decheng Capital Global Life Sciences Fund IV, L.P. CIK 0001834150 UPB Upstream Bio, Inc. 2,724,868 5% SEC filing
Daniel Nissim CIK 0002092834 VBIX QUANTUM X LABS INC. 1,179,230 8.6% SEC filing
PROPPER KERRY CIK 0001282327 RDAC Rising Dragon Acquisition Corp. 137,000 2.3% SEC filing
Khosla Ventures VI, L.P. CIK 0001734961 BIOA BioAge Labs, Inc. 1,798,702 4% SEC filing
Point72 Asset Management, L.P. CIK 0001603466 LION Lionsgate Studios Corp. 6,844,626 2.4% SEC filing
Lind Global Fund III LP CIK 0002071860 IBG Innovation Beverage Group Ltd 56,139 5% SEC filing
EnCap Partners GP, LLC CIK 0001726182 VNOM Viper Energy, Inc. 8,061,914 4% SEC filing
Commodore Capital LP CIK 0001831942 PALI PALISADE BIO, INC. 12,366,776 7.2% SEC filing
Lind Global Fund II LP CIK 0001871665 TENX TENAX THERAPEUTICS, INC. 202,480 0.78% SEC filing
Point72 Asset Management, L.P. CIK 0001603466 CRVS Corvus Pharmaceuticals, Inc. 0 0% SEC filing
BIOTECHNOLOGY VALUE FUND L P CIK 0000918923 TENX TENAX THERAPEUTICS, INC. 1,908,722 10% SEC filing
HARRIS ASSOCIATES L P CIK 0000813917 LAD Lithia Motors, Inc. 1,956,637 8.4% SEC filing
Contour Asset Management LLC CIK 0001510669 ZETA Zeta Global Holdings Corp. 5,062,355 2.3% SEC filing
Lind Global Fund III LP CIK 0002071860 SLXN Silexion Therapeutics Corp 212,500 5% SEC filing
Greenhouse Funds LLLP CIK 0001626220 CLAR Clarus Corporation 5,448,431 14% SEC filing
No Street GP LP CIK 0001765774 APEI AMERICAN PUBLIC EDUCATION INC 647,588 3.5% SEC filing
Point72 Asset Management, L.P. CIK 0001603466 ANGO AngioDynamics, Inc. 3,181,829 7.7% SEC filing
MORGAN STANLEY CIK 0000895421 XIFR XPLR Infrastructure, LP 6,664,798 7.1% SEC filing
Decheng Capital Management IV (Cayman), LLC CIK 0001843384 EQ EQUILLIUM, INC. 5,733,021 8.9% SEC filing
First Trust Capital Management L.P. CIK 0001604488 TVA Texas Ventures Acquisition III Corp 644,953 2.9% SEC filing
BIOTECHNOLOGY VALUE FUND L P CIK 0000918923 TCRX TScan Therapeutics, Inc. 5,578,288 10% SEC filing
Callodine Capital Management, LP CIK 0001741675 WWW WOLVERINE WORLD WIDE INC 4,505,165 6% SEC filing
BIOTECHNOLOGY VALUE FUND L P CIK 0000918923 NKTR NEKTAR THERAPEUTICS 2,852,698 9.8% SEC filing
Greenhouse Funds LLLP CIK 0001626220 MCW Mister Car Wash, Inc. 13,342,649 4.1% SEC filing
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