Repay Holdings and 3 More Stocks See Action From Activist Investors -- Barrons.com

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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 April 16 through April 22, 2026. Source: VerityData

Activist Filings

Repay Holdings $(RPAY)$ Veradace Capital Management filed an initial 13D regarding its stake in the payment processing company, shifting to the stance of an activist investor from previous disclosures in a passive 13G. Veradace Capital Management reported that it purchased 1,430,933 Repay Holdings shares from Jan. 5 through Feb. 24 at per share prices ranging from $6.81 to $9.02.

On April 8, Veradace Capital Management shared its concerns with Repay regarding the company's performance over the past several years, shareholder opposition to the KUBRA Data Transfer acquisition, and the absence of any meaningful shareholder perspective on the board. Veradace Capital Management also indicated its desire for two new shareholder-supported directors to be added.

Following the latest purchases, Veradace Capital Management owns 7,355,504 Repay Holdings shares, or 8.6% of those outstanding. Shares of Repay Holdings have gained roughly 6.4% in value since the beginning of this year.

Increases in Holdings

GeoPark $(GPRK)$ Colden Investments raised its stake in the Latin American oil-and-gas producer to 18,115,791 shares. Colden Investments did so through the purchase of 1,452,548 GeoPark shares from March 23 through April 14 at per share prices ranging from $8.11 to $10.15, funded personally by Colombian billionaire Jaime Gilinski, Colden Investments' sole shareholder and ultimate beneficial owner.

Following the latest purchases, Colden Investments and affiliates own a 28% stake in GeoPark's outstanding stock. Shares of GeoPark have gained approximately 28.1% since the beginning of this year.

Decreases in Holdings

Diebold Nixdorf (DBD) Millstreet Capital Management lowered its stake in the financial and retail technology company to 4,704,438 shares. Millstreet Capital Management did so through the sale of 512,234 Diebold Nixdorf shares from April 8 through April 16 at per share prices ranging from $82.42 to $85.43.

Following the latest sales, Millstreet Capital Management continues to own a 13.4% stake in Diebold Nixdorf's outstanding stock. Shares of Diebold Nixdorf have gained approximately 32.5% in value since the beginning of this year.

NuScale Power (SMR) Fluor lowered its stake in the nuclear power company to 13,500,000 shares. Fluor did so through the sale of 12,936,472 NuScale Power shares to Citibank on April 15 at a price of $11.63 per share.

Following the latest sale, Fluor continues to own a 3.9% stake in NuScale Power's outstanding stock, placing Flour below the 5% threshold that would require it to report further sales. Shares of NuScale Power have lost roughly 22.9% of their value since the beginning of this year.

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April 24, 2026 16:39 ET (20:39 GMT)

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