May 23, 2026 by Seena HassounaStrategy Capital exits monday.com — a year-long selloff changes the calculusmonday.com provides cloud-based workflow and project management tools for enterprises, generating recurring revenue via its SaaS platform.
May 23, 2026 by Seena HassounaMarathon Halves Its Copa Stake—The Panama Hub Advantage Still StandsPanama-based Copa Holdings operates a major airline network across the Americas, serving both passenger and cargo markets.
May 23, 2026 by Seena Hassouna A Quiet Trim From LEVIN — O-I Glass Faces Bigger Questions O-I Glass manufactures glass containers for food and beverage makers across the Americas, Europe, and Asia Pacific.
May 20, 2026 by Seena HassounaA 2027 Bond Fund Lost an Institutional Holder — context is keyBSCR tracks a diversified portfolio of investment-grade U.S. corporate bonds maturing in 2027, targeting defined-term credit exposure.
May 19, 2026 by Seena HassounaA Healthcare Fund Just Made Bitgo Its Biggest BetBitgo Holdings provides digital asset infrastructure and custody services for institutional clients, supporting secure management at scale.
May 19, 2026 by Seena HassounaBlack Creek trims PriceSmart after a strong run — conviction intactBlack Creek trims PriceSmart after a strong run — conviction intactPriceSmart runs membership warehouse clubs across the Americas, providing essential goods and services to value-driven customers.
May 19, 2026 by Seena HassounaStrong Gains, Full Exit — What H World's China Bet Could Mean NowH World Group operates a diverse portfolio of hotel brands serving business and leisure travelers across China and select global markets.
May 19, 2026 by Seena HassounaINDUS runs a two-stock book — and just added more of the bigger oneH World Group Limited runs a broad hotel portfolio in China and abroad, serving business and leisure travelers with multiple brands.
May 19, 2026 by Seena HassounaBridge City Nearly Tripled Its Addus Position — Into a Down StockThis healthcare provider delivers personal care, hospice, and home health services across 22 states, targeting vulnerable populations.
May 19, 2026 by Seena HassounaOne of Brink's Biggest Holders Just Took Some Off the TableThis global security firm delivers cash management and logistics services to banks, retailers, and government clients worldwide.
May 19, 2026 by Seena HassounaA beaten-down biotech just lost a meaningful backer — should you care?Harmony Biosciences develops therapies for rare neurological disorders, with WAKIX addressing excessive sleepiness in narcolepsy patients.
May 18, 2026 by Seena HassounaOne Fund Exited Polaris — the company Fundamentals Are What Matter Polaris Inc. designs and markets power sports vehicles and accessories for recreational and utility customers worldwide.
May 17, 2026 by Seena HassounaServisFirst Gets Axed by Champlain — a Minor Position in a Major DrawdownServisFirst Bancshares delivers commercial and retail banking services across the Southeast with a relationship-driven approach.
May 17, 2026 by Seena HassounaCrafting title options within editorial guidelines An ETF Shop Just Made a Beaten-Down Medtech Its Top HoldingArtivion delivers advanced cardiovascular and vascular solutions to healthcare providers worldwide through its proprietary medical devices.
May 17, 2026 by Seena HassounaA China Tech Fund Opens a Biotech Position — Here's What That Actually SignalsLegend Biotech develops cell therapies for cancer, with a pipeline spanning hematologic malignancies and solid tumors.
May 17, 2026 by Seena HassounaWith YMM Down 29%, First Beijing Bought 13 Million More SharesFull Truck Alliance is a top digital freight platform in China, connecting shippers and truckers through tech-enabled logistics services.
May 17, 2026 by Seena HassounaGDS Was Already Up 47% — Pinpoint Tripled Its Stake AnywayGDS Holdings develops and operates data centers in China, serving major cloud, internet, and financial sector clients.
May 17, 2026 by Seena HassounaM&G Shaved 2.4% of Methanex After a Near-DoublingMethanex supplies methanol worldwide, using integrated operations and its own fleet to serve industrial clients across major global markets.
May 14, 2026 by Seena HassounaExtreme Networks CEO Keeps Trimming — But His Remaining Stake Tells a Different StoryThis networking solutions provider, known for its cloud and AI-driven platforms, just reported a notable insider sale in recent SEC filings.
May 12, 2026 by Seena HassounaA Director Keeps Buying OPCH as It Falls — and the Timing Is His OwnShares of this national infusion therapy provider have drawn fresh insider buying following a year of notable price declines.
