US Activist Hedge Fund Institutional SEC 13D 13G — September 14, 2026

14-09-2026

Markel Group Inc. filed Amendment No. 6 to its Schedule 13D, disclosing beneficial ownership of approximately 42% of Hagerty, Inc.'s Class A Common Stock (79,380,264 shares) as of September 14, 2026. In connection with the September 2026 Secondary Offering, Markel exchanged 7,836,411 shares of Class V Common Stock for Class A shares and entered into a 60-day lock-up agreement. Despite the 42% economic ownership, Markel controls only about 29.0% of the company's voting power due to the multi-class structure.

• · Markel's ownership increased from prior filings due to the exchange of Class V shares for Class A shares in the secondary offering.
• · The lock-up agreement prohibits Markel from selling or hedging its shares for 60 days after the prospectus supplement date.
• · Class V Common Stock carries 10 votes per share until December 2, 2036, or transfer to a non-qualified transferee (then 1 vote per share).
• · Series A Preferred Stock votes with Class A Common Stock on an as-converted basis (one vote per share).
• · The September 2026 Secondary Offering does not count against the four Shelf Underwritings under the Registration Rights Agreement.

14-09-2026

This SC 13D/A filing discloses amendments to beneficial ownership for Vulcan Infrastructure and Power Inc. (formerly Greenidge Generation Holdings Inc.) by Atlas Capital Resources entities and their affiliates. The reporting persons beneficially own 7,109,358 shares of Class A Common Stock, representing approximately 20.00% of the outstanding shares. In September 2026, Atlas entities acquired 2,923,976 shares at $1.71 per share via private placement for $5,000,000 aggregate and converted 2,680,031 shares of Class B Common Stock into Class A Common Stock. Other fund entities (ACR9, ACR Parallel, ACR P, and GGH LP) owned smaller percentages.

• · The 13D filing is an amendment (No. 6), originally filed January 31, 2023, with amendments on Jan 24, 2025; Jul 7, 2025; Jan 12, 2026; Jul 8, 2026; and Jul 20, 2026.
• · Atlas GREE Investment Holdco LLC assigned its rights to purchase shares to ACR9, ACR Parallel, and ACR P on September 3, 2026.
• · Conversion of Class B to Class A Common Stock occurred on September 10, 2026.
• · Individual holdings: ACR9 holds 14.09%; ACR Parallel holds 5.06%; ACR P holds 0.52%; GGH LP holds 0.33%; Atlas Capital GP LP and GP LLC each hold 20.00%.
• · Investor Rights Agreement allows Atlas entities to nominate four directors: Andrew M. Bursky, Timothy J. Fazio, David Filippelli, and Jerome Lay.

14-09-2026

Toyota Motor Corporation filed an Amendment No. 1 to its Schedule 13G with the SEC on September 14, 2026, reporting that it beneficially owns 0 Class A ordinary shares of Grab Holdings Ltd as of September 9, 2026. This represents a 0.0% ownership stake, calculated based on 3,969,290,878 Class A ordinary shares outstanding. The filing indicates Toyota has fully exited its previously reported position in Grab.

• · Toyota's beneficial ownership is 0 shares, representing 0.0% of Grab's Class A ordinary shares.
• · The filing is an amendment to the original Schedule 13G filed on December 9, 2021.
• · Toyota certifies the securities were not acquired or held for changing or influencing control of Grab.

14-09-2026

Dr. Phillip Frost and Frost Gamma Investments Trust disclosed a 9.82% beneficial ownership stake in Safe Pro Group Inc. (SPAI) as of September 9, 2026, holding 2,000,000 shares (including 1,000,000 shares of common stock and an option to purchase 1,000,000 shares). The filing is a Schedule 13G, indicating passive investment intent, and the stake is valued based on 20,362,862 shares outstanding as of August 14, 2026.

• · The filing is a Schedule 13G under Rule 13d-1(c), indicating passive investment intent, not an activist position.
• · The 2,000,000 share stake consists of 1,000,000 shares of common stock and an option to purchase 1,000,000 shares, both held by Frost Gamma Investments Trust.
• · Dr. Frost disclaims beneficial ownership of the securities held by FGIT except for any pecuniary interest.
• · The filing date is September 14, 2026, with the event date of September 9, 2026.

14-09-2026

SPARX Asset Management Co., Ltd. and related entities (Mirai Creation Fund III, SPARX Group Co., Ltd., and Shuhei Abe) filed a Schedule 13G disclosing beneficial ownership of 657,543 shares of Blue Laser Fusion, Inc. (formerly Unite Acquisition 2 Corp.) common stock, representing an 8.32% stake as of September 4, 2026. The filing is a routine passive ownership disclosure under Rule 13d-1(c), indicating the group does not intend to influence control of the issuer.

• · The filing is a Schedule 13G (passive investor filing), not a 13D (activist filing).
• · The reporting group includes four entities: Mirai Creation Fund III, SPARX Asset Management Co., Ltd., SPARX Group Co., Ltd., and Shuhei Abe.
• · The shares are held through SMBC Trust Bank Ltd., acting as trustee of Mirai Creation Fund III.
• · The issuer changed its name from Unite Acquisition 2 Corp. to Blue Laser Fusion, Inc. on July 19, 2022.
• · The filing date is September 14, 2026, with ownership determined as of September 4, 2026.

14-09-2026

OSN Streaming Ltd submitted a revised non-binding proposal on September 11, 2026 to acquire all outstanding ordinary shares of Anghami Inc not already owned by the reporting persons for $3.75 per share in cash, an increase from the original June 24, 2026 proposal. The reporting persons, including OSN Streaming and its parent entities, collectively beneficially own 7,417,345 ordinary shares (including warrants), representing 71.26% of the total 10,408,663 shares used for the calculation. The revised proposal reflects engagement with the special committee but remains non-binding and subject to further negotiation.

• · The revised proposal increases the purchase price from the original June 24, 2026 proposal, but the exact original price is not disclosed in this filing.
• · The warrants held by OSN Streaming are exercisable at $115 per share, significantly above the proposed $3.75 acquisition price.
• · Post-completion, OSN Streaming Holding's stake in OSN Streaming will decrease from 80.16% to 70.23%, while the Purchaser's stake will increase from 19.84% to up to 29.77%.
• · KIPCO and its affiliates own approximately 95.6% of Panther Media Group, which indirectly controls OSN Streaming through a chain of wholly owned subsidiaries.

14-09-2026

Alta Partners LLC filed an amended Schedule 13G with the SEC on September 14, 2026, disclosing beneficial ownership of 2,054,011 shares of Envoy Medical, Inc. Class A Common Stock, representing 2.59% of the outstanding shares. These shares are issuable upon exercise of warrants. The filing indicates no change in control intent.

• · The filing is an amendment (SCHEDULE 13G/A) filed under Rule 13d-1(c).
• · Alta Partners LLC is a New York limited liability company.
• · The shares are held solely for investment purposes, with no intent to change or influence control of the issuer.
• · The filing date is September 14, 2026, with a date of change also September 14, 2026.

14-09-2026

Dr. Raza Bokhari, CEO and Executive Chairman of Medicus Pharma Ltd., filed a Schedule 13D disclosing beneficial ownership of 4,859,349 common shares (5.3% of total outstanding shares as of September 10, 2026). This includes 2,941,176 shares held directly, 1,125,000 shares underlying exercisable stock options, and 793,173 shares held by RBx Capital, LP, an entity he controls. The filing indicates Bokhari's continued significant influence over the company and his intention to review his investment on an ongoing basis, with no current plans for major corporate changes.

• · The filing is a Schedule 13D, indicating active interest and potential influence, not a passive 13G.
• · Dr. Bokhari's stock options were granted as compensation for his services as an officer and director; no cash was paid.
• · RBx Capital, LP acquired its 793,173 shares using working capital prior to the company's IPO in November 2024.
• · No borrowed funds were used to acquire the reported securities.
• · Dr. Bokhari disclaims beneficial ownership of the shares held by RBx Capital, LP except for his pecuniary interest.
• · The filing includes a Joint Filing Agreement between Dr. Bokhari and RBx Capital, LP.

14-09-2026

TDR Capital and its affiliates filed Amendment No. 8 to their Schedule 13D, disclosing that on September 10, 2026, they sold 16,100,000 shares of Target Hospitality Corp. common stock at $17.71375 per share via an underwritten public offering. Following the sale, the TDR Capital group beneficially owns 29,878,409 shares, representing 30.5% of the outstanding common stock, down from a prior higher stake. The filing details the chain of ownership through multiple Luxembourg holding entities and confirms no criminal or civil securities law proceedings against the reporting persons in the last five years.

• · The offering included a full exercise of the underwriters' option to purchase an additional 2,100,000 shares.
• · The underwriting agreement was entered into on September 8, 2026, and the offering closed on September 10, 2026.
• · The filing is Amendment No. 8 to the original Schedule 13D, last amended on June 22, 2026.
• · All reporting persons are organized under the laws of the United Kingdom or Luxembourg.
• · No reporting person has been convicted in a criminal proceeding or subject to securities law judgments in the last five years.

14-09-2026

Duquesne Family Office LLC and Stanley Druckenmiller disclosed a 12.7% beneficial ownership stake in Guardian Metal Resources PLC, holding 24,699,825 common shares as of March 31, 2026. The filing is a Schedule 13G under Rule 13d-1(c), indicating the stake is passive and not intended to influence control of the issuer.

• · Filing date: September 14, 2026; beneficial ownership as of March 31, 2026.
• · Duquesne Family Office LLC is a Delaware limited liability company; Stanley Druckenmiller is a U.S. citizen.
• · The filing is made under Rule 13d-1(c), confirming the securities are held for investment purposes and not to change or influence control of the issuer.
• · The stake is held jointly by Duquesne Family Office LLC and Stanley Druckenmiller, with each reporting the same 24,699,825 shares and 12.7% ownership.

14-09-2026

Charles Youakim, CEO and founder of Sezzle Inc., filed an amended Schedule 13D reporting a beneficial ownership of 13,413,162 shares, representing 39.6% of the company's outstanding common stock as of September 2, 2026. The filing also discloses that Youakim lost voting and dispositive power over 1,508,454 shares previously held by the Charles G. Youakim 2020 Irrevocable GST Trust due to a divorce-related court order, effective September 2, 2026, which reduced his beneficial ownership but was partially offset by vesting of restricted stock units and option exercises.

• · The 2023 RSU Grant vested 19,737 shares on July 1, 2026, with 12,759 shares issued net of 6,978 shares forfeited for tax withholding at $118.00 per share.
• · Youakim lost voting and dispositive power over 1,508,454 shares held by the Charles G. Youakim 2020 Irrevocable GST Trust due to a divorce-related court order effective September 2, 2026.
• · The beneficial ownership calculation includes 119,466 shares from options exercisable within 60 days and 67,474 shares from unvested RSUs.
• · Cerro Gordo LLC holds 947,370 shares (2.8% of outstanding), with Youakim having sole voting and investment power.

14-09-2026

Apeiron Investment Group and related reporting persons filed Amendment No. 5 to Schedule 13D, disclosing that their beneficial ownership in AtaiBeckley Inc. (formerly atai Life Sciences Luxembourg S.A.) dropped to zero following the consummation of the merger with Eli Lilly and Company on September 11, 2026. The merger consideration was $6.75 per share in cash plus one contingent value right (CVR) per share, with the CVR entitling holders to up to an additional $2.50 per share upon achievement of clinical and regulatory milestones. The reporting persons, including Christian Angermayer, also received cash and CVRs for cancelled stock options.

• · The Merger Agreement was entered into on July 15, 2026.
• · The Merger was consummated on September 11, 2026.
• · At the Effective Time, each share of Common Stock (except treasury shares, shares held by the Issuer or its subsidiaries, or by Parent/Merger Sub) was converted into the right to receive $6.75 per share in cash plus one CVR.
• · Each CVR represents the right to receive up to an aggregate of $2.50 in cash per CVR upon achievement of specified clinical and regulatory milestones.
• · Company Stock Options with exercise price less than the Closing Amount were cancelled and exchanged for cash equal to the product of the number of shares and the excess of the Closing Amount over the exercise price, plus one CVR per share.
• · The Reporting Persons ceased to beneficially own any shares of Common Stock as a result of the Merger.
• · The Reporting Persons have no sole or shared voting or dispositive power over any shares of Common Stock.
• · No transactions in the shares of common stock were effected by the Reporting Persons during the past 60 days, except as described in the Schedule 13D.

14-09-2026

Millennium Management LLC, together with Millennium Group Management LLC and Israel A. Englander, filed a Schedule 13G disclosing beneficial ownership of 2,943,086 shares of Capricor Therapeutics, Inc. common stock, representing a 5.1% stake as of September 8, 2026. The filing is a passive investment disclosure under Rule 13d-1(c), indicating the shares were not acquired to influence control of the issuer. No prior period comparison is available in this filing.

• · The Schedule 13G was filed on September 14, 2026, with an event date of September 8, 2026.
• · The filing is made pursuant to Rule 13d-1(c), indicating passive investment intent.
• · Each reporting person disclaims beneficial ownership except to the extent of their pecuniary interest.
• · A Joint Filing Agreement dated September 11, 2026, was included as an exhibit.

14-09-2026

A Schedule 13G filing reveals that entities affiliated with venture capitalist L. John Doerr (Foris Ventures, LLC and The Vallejo Ventures Trust) beneficially own approximately 14.0% of SunPower Inc.'s common stock as of September 8, 2026. The filing details holdings of 44,724,680 shares, including shares issuable upon conversion of a 10.00% Convertible Senior Secured Note due 2029 and a warrant. The reporting persons disclaim membership in a group and state the securities were not acquired to change or influence control of the issuer.

• · The filing is made under Rule 13d-1(c), indicating the securities were not acquired to change or influence control.
• · Foris Ventures, LLC is incorporated in Delaware; Vallejo Ventures Trust is organized in California.
• · The principal business office of the reporting persons is 1180 San Carlos Avenue, #717, San Carlos, CA 94070.
• · The filing expressly disclaims membership in a 'group' as defined in Rule 13d-5(b)(1).

14-09-2026

M&G Investment Management Limited reported beneficial ownership of 11,834,166 Methanex Corporation common shares, representing approximately 15.30% of the 77,364,263 shares outstanding as of July 28, 2026. M&G stated that it holds sole voting and investment discretion and acquired the shares for investment purposes, while reserving the right to engage with management and the board, seek strategic or governance changes, acquire or dispose of securities, and pursue other actions that could increase shareholder value.

• · The Schedule 13D/A was filed on September 14, 2026, and the ownership information was reported as of September 10, 2026.
• · M&G's investment rationale was that Methanex common stock was undervalued and represented an attractive investment opportunity when purchased.
• · M&G may discuss Methanex's business, management, capital structure and allocation, environmental, social and governance matters, board composition, strategic alternatives and direction with relevant stakeholders.
• · M&G reported that the funds used to purchase the common stock came from the investment capital of MAGIM.
• · The filing references transactions conducted from July 30, 2025, through the filing date, with detailed trade information provided in a separate exhibit.

14-09-2026

Siow Kim Lian, a major shareholder of JBDI Holdings Ltd, sold her entire 1,248,574 ordinary shares (13.12% stake) to Marcia Pong Yoke Seen for $1.37 million on September 10, 2026. The transaction, disclosed via a Schedule 13D/A exit filing, reduces Siow's beneficial ownership to 0% and transfers majority influence to the buyer.

• · The transaction was a private share purchase agreement dated September 7, 2026, and closed on September 10, 2026.
• · The filing constitutes an exit filing for Siow Kim Lian as she has ceased to be a beneficial owner of more than 5%.
• · JBDI Holdings Ltd is listed on NASDAQ under ticker JBDI and is incorporated in the Cayman Islands.
• · The seller disposed of the shares for personal financial planning purposes.

14-09-2026

SIT Investment Associates Inc and its affiliate SIT Fixed Income Advisors II LLC filed Amendment No. 9 to their Schedule 13D, reporting beneficial ownership of 11,970,422 common shares of Aberdeen Government Markets Income Fund (formerly MFS Government Markets Income Trust), representing 36.7% of the 32,590,193 shares outstanding as of May 31, 2026. The filing updates a series of prior amendments filed throughout 2026, with the most recent transaction activity occurring within the past 60 days as detailed in Exhibit A.

• · This is Amendment No. 9 to the Schedule 13D originally filed on February 24, 2026.
• · The filing includes a schedule of transactions in shares by the Sit Entities during the past 60 days (Exhibit A).
• · None of SIA's or SFI's client accounts own more than 5% of the shares outstanding, and none of SIA's or SFI's directors or executive officers own shares directly.
• · The clients of SIA and SFI have the right to participate in the receipt of dividends from, or proceeds from the sales of, the Shares held for their respective accounts.

14-09-2026

Linden Capital L.P. and related entities disclosed a 7.0% beneficial ownership stake in Andretti Acquisition Corp. II (Class A ordinary shares) as of September 9, 2026, with Linden Advisors LP and Siu Min Wong deemed to own 7.3% (1,000,000 shares). The filing is a routine Schedule 13G disclosure under Rule 13d-1(c), indicating the shares are not held for control purposes. No negative or declining metrics are present in this ownership disclosure.

• · Linden Capital L.P. is a Bermuda limited partnership; Linden GP LLC is a Delaware LLC; Linden Advisors LP is a Delaware limited partnership.
• · Siu Min Wong is a citizen of China (Hong Kong) and the United States.
• · The filing was made pursuant to Rule 13d-1(c) and includes a joint filing agreement.
• · The shares are not held for the purpose of changing or influencing control of the issuer.