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 Oct. 15 through Oct. 21, 2026. Source: VerityData
Activist Filings
Strata Critical Medical $(SRTA)$ Third Point filed an initial 13D regarding its stake in the organ transport and medical logistics company, shifting to the stance of an activist investor from previous disclosures in a passive 13G. Third Point reported that it purchased 170,011 Strata Critical Medical shares from Aug. 31 through Oct. 13 at per share prices ranging from $4.53 to $5.66, after selling 43,500 shares from Aug. 31 through Sept. 30 at $5.11 to $5.66. Third Point said it believes the stock is undervalued and that Strata's business, while strong, isn't of a scale to support its current overhead, adding that management incentive options aren't aligned with creating shareholder value. The firm said Strata should explore strategic alternatives, including a potential sale managed by a reputable investment banking firm.
Following the latest activity, Third Point now owns 5,126,511 Strata Critical Medical shares, or 5.8% of those outstanding. Shares of Strata Critical Medical have lost roughly 4.7% of their value in 2026.
Increases in Holdings
Crescent Energy $(CRGY)$Independence Energy Aggregator raised its stake in the oil-and-gas producer to 68,655,357 shares. Independence Energy Aggregator did so through the purchase of 40,000,000 Crescent Energy shares on Oct. 8 at a price of $12.50 per share pursuant to an underwritten public offering.
Following the purchase, Independence Energy Aggregator owns a 16.3% stake in Crescent Energy's outstanding stock. Shares of Crescent Energy have gained approximately 57.6% in value in 2026.
Decreases in Holdings
Talos Energy $(TALO)$ Carlos Slim lowered his stake in the oil-and-gas company to 24,500,000 shares. The Mexican billionaire reported that he sold 8,940,000 Talos Energy shares from Oct. 8 through Oct. 13 at per share prices ranging from $16.99 to $17.73.
Following the latest activity, Carlos Slim continues to own a 14.7% stake in Talos Energy's outstanding stock. Slim also disclosed a shift to passive investment intent in a 13G filing on Oct. 20 from previous disclosures in an active 13D. Shares of Talos Energy have gained roughly 59.7% in value in 2026.
Navigator Holdings $(NVGS)$ BW Group lowered its stake in the liquefied-gas shipping company to 3,070,147 shares. BW Group did so through the sale of 988,931 Navigator Holdings shares from Oct. 2 through Oct. 15 at per share prices ranging from $22.00 to $24.66.
Following the latest sales, BW Group continues to own a 4.99% stake in Navigator Holdings' outstanding stock, placing BW Group below the 5% threshold that would require it to report further sales. Shares of Navigator Holdings have gained roughly 22.8% in value in 2026.
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