Wall Street Digest

BTU – Peabody Energy Corp

Filed by: Lee Ainslie, Maverick Capital
Ownership: 6,647,830 shares (5.5%)
Change: +6,615,395 shares (100% new)
Filing: SC 13G | Event: 9/19 | Accepted: 9/26/25

WING – Wingstop Inc

Filed by: Stephen Mandel, Lone Pine Capital
Ownership: 1,491,245 shares (5.3%)
Change: +1,491,245 shares (100% new)
Filing: SC 13G | Event: 9/19 | Accepted: 9/26/25

ORKA – Oruka Therapeutics Inc

Filed by: Andreas Halvorsen, Viking Global
Ownership: 2,666,690 shares (5.5%)
Change: +2,666,690 shares (100% new)
Filing: SC 13G | Event: 9/17 | Accepted: 9/24/25

FORD – Forward Industries Inc

Filed by: Tushar Jain, Multicoin Capital
Ownership: 13,757,991 shares (15.7%)
Change: +13,757,991 shares (100% new)
Filing: SC 13D | Event: 9/11 | Accepted: 9/18/25

BILL – Bill Holdings Inc

Filed by: Jeffrey Smith, Starboard Value
Ownership: 8,639,900 shares (8.5%)
Change: +8,639,900 shares (100% new)
Filing: SC 13D | Event: 8/28 | Accepted: 9/4/25

IVVD – Invivyd Inc

Filed by: Peter Kolchinsky, RA Capital
Ownership: 21,338,288 shares (9.9%)
Change: +21,338,288 shares (100% new)
Filing: SC 13G | Event: 8/22 | Accepted: 8/29/25
Filed by: Steve Cohen, Point72
Ownership: 16,730,467 shares (8.0%)
Change: +16,730,467 shares (100% new)
Filing: SC 13G | Event: 8/26 | Accepted: 8/27/25

WWW – Wolverine World Wide Inc

Filed by: Steve Cohen, Point72
Ownership: 4,074,274 shares (5.0%)
Change: +4,074,274 shares (100% new)
Filing: SC 13G | Event: 8/28 | Accepted: 8/29/25

🧐 Why These Filings Matter

Whenever a hedge fund or well-known investor files a 13D or 13G, it means they’ve taken a 5%+ stake in a company. That’s a material position — and here’s why it’s worth paying attention:

Smart Money Signals – These are some of the most sophisticated investors in the world. If they’re building a stake, it usually reflects deep research, conviction, or insight.
Market Impact – Large positions often create buying pressure and can push stocks higher as news spreads.
Validation – A hedge fund buy can reinforce a bullish thesis you may already have — or flag a stock worth a fresh look.
Activist Catalysts (13D) – When activists like Starboard, Icahn, or Elliott get involved, they may push for board seats, restructurings, or strategic shifts. That can unlock hidden value.
Transparency Edge – These filings are one of the few legal ways for regular investors to “see inside” hedge fund portfolios in near real time.

⚠️ Reminder: Not every buy leads to profits. Hedge funds get trades wrong, and their cost basis is often very different from the price when the news hits. Still, tracking these disclosures is a powerful way to spot new ideas and themes early.