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Stocks

“Nvidia Just Sold Its Stake in Applied Digital and Arm Holdings and Piled Into a New Artificial Intelligence GPU Player Up Over 7,200% Since Its IPO”

April 7, 2026

https://finance.yahoo.com/news/nvidia-just-sold-stake-applied-204000170.html The article buried the lead. It’s here for those who got time. I consider articles like this useless This is the first and only article with a buried lead I’ll ever link to.

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Stocks

“Sportradar Stock Down 26%, but One Fund Just Disclosed a New $12.6 Million Stake”

February 25, 2026

“…Sportradar’s third-quarter numbers were not the problem. Revenue rose 14% year over year to 292 million euros, adjusted EBITDA climbed 29% to 85 million euros, and margins hit a record 29%. Customer net retention was 114%, and management raised full-year guidance to… Continue Reading…

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Stocks

“AvePoint Stock Down 47% as One Fund Slashes Stake by $65.9 Million”

February 21, 2026

“…Operationally, the company doesn’t seem broken. Third quarter revenue climbed 24% year over year to $109.7 million, SaaS revenue jumped 38% to $84 million, and annual recurring revenue reached $390 million, up 26%. Still, the stock’s 47% one-year decline shows investors have… Continue Reading…

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Stocks

“IRadimed Stock Up 80% in One Year as Fund Sells $29 Million Stake Amid Record Quarter”

February 19, 2026

“On February 17, 2026, Nine Ten Capital Management disclosed selling 342,907 shares of IRadimed (NASDAQ:IRMD), an estimated $29.42 million trade based on quarterly average pricing…” https://finance.yahoo.com/news/iradimed-stock-80-one-fund-191310149.html Looks like the fund is just taking profits. In any case I wanted to draw attention… Continue Reading…

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Stocks

“Five9 Stock Down 60% This Past Year, but One Investor Just Lifted Stake With $3.5 Million Buy”

February 19, 2026

“…According to a Securities and Exchange Commission (SEC) filing dated February 12, 2026, Gagnon Advisors increased its holdings in Five9 by 168,891 shares during the fourth quarter. The estimated value of this purchase, based on the period’s average share price, is $3.58… Continue Reading…

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Stocks

“Accelerant Holdings Stock Down 48% From IPO Price, but One Fund Just Built a $51 Million Stake”

February 19, 2026

“Keenan Capital disclosed a new stake in Accelerant Holdings (NYSE:ARX) in a February 13, 2026, SEC filing, acquiring 3,139,980 shares in a trade estimated at $51.34 million based on quarterly average pricing… Accelerant’s third quarter might help explain the stock’s appeal when prices aren’t doing… Continue Reading…

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Stocks

“Healthcare Stock Soars 74% This Past Year as One Fund Lifts Stake to 10% of Portfolio”

February 19, 2026

“…As of February 12, 2026, BrightSpring shares were priced at $37.79, up 74.4% over the past year and well outperforming the S&P 500’s roughly 11% gain in the same period… In the third quarter, BrightSpring generated $3.33 billion in revenue, up… Continue Reading…

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Stocks

“Air Lease Stock Up 43% as Investor Trims $6.9 Million Stake Despite $1 Billion Profit Year”

February 17, 2026

https://finance.yahoo.com/news/air-lease-stock-43-investor-181826338.html The article is about some investor not the stock. My focus is the stock is up not what some random investor is doing. Anyway link is above for those who wish to read more.

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Business, Stocks

“Alta Fox Boosts XPEL Stake to 15.5% of Portfolio With $58 Million Bet Last Quarter”

February 17, 2026

“On February 13, 2026, Alta Fox Capital Management disclosed a major buy of XPEL (NASDAQ:XPEL), adding 1,384,769 shares in an estimated $57.88 million trade based on quarterly average pricing… The XPEL buy brought the position to 15.49% of Alta Fox Capital Management’s… Continue Reading…

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Business, Precious Metals

“US to inject $1.6 billion into rare earths miner for 10% stake, FT reports”

January 29, 2026

“Jan 24 (Reuters) – The United States is planning to inject $1.6 billion into Oklahoma-based miner USA Rare Earth and will receive a 10% stake ​in the company, the Financial Times reported on Saturday, citing people ‌familiar with the matter…… Continue Reading…

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