Dell, Bitfarms, Bloom Energy, and More Stocks See Action From Activist Investors -- Barrons.com

Dow Jones07-26

These disclosures are from 13Ds filed with the Securities and Exchange Commission. 13Ds are filed within 10 days of an entity's attaining more than 5% in any class of a company's securities. Subsequent changes in holdings or intentions must be reported in amended filings. This material is from July 17 through July 23, 2025. Source: VerityData

Original Filings

Genco Shipping & Trading $(GNK)$ Diana Shipping disclosed a new position in the ocean shipping company of 3,315,902 shares. Diana Shipping purchased 2,939,721 of those shares from May 21 through July 17, 2025, at per share prices ranging from $12.89 to $15.05. Following those purchases, Diana Shipping owns 7.7% of Genco Shipping & Trading's outstanding stock. Shares of Genco Shipping have gained roughly 10.4% in value since the beginning of this year.

Decreases in Holdings

Dell Technologies $(DELL)$ Silver Lake lowered its stake in the computer maker to 58,887,472 shares. Silver Lake and its affiliates did so through the sale of 2,707,804 Dell Technologies shares from June 9 through July 16, 2025, at per share prices ranging from $112.83 to $128.27. Following the sales, Silver Lake owns 14.7% of Dell Technologies' outstanding stock. Shares of Dell Technologies have gained approximately 9.1% in value since the beginning of this year.

Bloom Energy $(BE)$ SK ecoplant reduced its stake in the fuel cell provider to 13,491,701 shares. SK ecoplant did so through the sale of 10 million Bloom Energy shares on July 10, 2025, in a Rule 144 block sale at a price of $27.60 per share. Following the latest sale, SK ecoplant continues to own 5.8% of Bloom Energy's outstanding stock. Shares of Bloom Energy have gained about 14.5% in value in 2025.

LENZ Therapeutics (LENZ) Versant Venture Capital VI lowered its stake in the late-stage biopharmaceutical company to 1,575,899 shares. Versant Venture Capital did so through the sale of 391,376 LENZ Therapeutics shares from June 27 through July 10, 2025, at per share prices ranging from $30.47 to $34. Following the latest sales, Versant Venture Capital continues to own 5.6% of LENZ Therapeutics' outstanding stock. Shares of LENZ Therapeutics have gained roughly 16.8% in value since the beginning of this year.

Bitfarms $(BITF)$ Riot Platforms reduced its stake in the Bitcoin-mining company to 54,745,063 shares. Riot Platforms did so through the sale of 7,230,637 Bitfarms shares from July 9 through July 16, 2025, at per share prices ranging from $1.04 to $1.15. Following those sales, Riot Platforms continues to own 9.8% of Bitfarms' outstanding stock. Shares of Bitfarms have lost roughly 21.1% in value since the beginning of this year.

ARS Pharmaceuticals $(SPRY)$ Deerfield Capital lowered its stake in the pharmaceutical company to 8,633,537 shares. Deerfield Capital did so through the sale of 1,090,971 ARS Pharmaceuticals shares from July 10 through July 21, 2025, at per share prices ranging from $18 to $18.54. Following the latest sales, Deerfield Capital continues to own 8.8% of ARS Pharmaceuticals' outstanding stock. Shares of ARS Pharmaceuticals have gained approximately 68.1% in value since the beginning of this year.

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July 25, 2025 16:44 ET (20:44 GMT)

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