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 May 28 through June 3, 2026. Source: VerityData

Increases in Holdings

Smith & Nephew $(SNN)$

Cevian Capital raised its stake in the British medical-device maker to 101,046,788 shares. Cevian did so through the purchase of 9,584,693 Smith & Nephew shares from May 5 through June 2 at per share prices ranging from $14.61 to $15.58. Following the latest purchases, Cevian Capital owns an 11.9% stake in Smith & Nephew's outstanding stock. Shares of Smith & Nephew have lost about 8.8% of their value since the beginning of this year.

Grupo Aeroportuario del Sureste $(ASR)$

Grupo ADO raised its stake in the Mexican airport operator to 67,261,970 Series B shares, equivalent to roughly 6.73 million American depositary shares, or ADS. Grupo ADO did so through the open-market purchase of 157,534 ADS from May 11 through May 28 at prices ranging from $295.62 to $311.98. Following the latest purchases, Grupo ADO and affiliates own a 22.4% stake in Grupo Aeroportuario del Sureste's outstanding stock. Shares of Grupo Aeroportuario del Sureste have lost about 7.9% of their value since the start of the year.

Decreases in Holdings

Constellium $(CSTM)$

Bpifrance lowered its stake in the aluminum products maker to 8,403,903 shares. Bpifrance did so through the sale of 4,190,000 Constellium shares on May 26 in two block trades, each at a price of $33.89 per share. Following the latest sales, Bpifrance continues to own a 6.2% stake in Constellium's outstanding stock. Shares of Constellium have nearly doubled in value since the start of the year.

Satellogic (SATL)

Liberty Strategic Capital lowered its stake in the satellite imagery provider to 32,500,000 shares. Liberty did so through the sale of 10 million Satellogic Class A shares on May 26 at a price of $9.77 per share pursuant to Rule 144. The 32,500,000-share position now consists of 10 million common shares and 22,500,000 shares issuable upon exercise of warrants struck at $10 and $15. The investment vehicle, led by former Treasury Secretary Steven Mnuchin, retains two board seats, including Mnuchin as nonexecutive chairman. Following the latest sale, Liberty Strategic Capital continues to own a 20.3% stake in Satellogic's outstanding stock. Shares of Satellogic are up more than 300% since the beginning of this year.

Qorvo $(QRVO)$

Starboard Value lowered its stake in the semiconductor company to 5,611,526 shares through the sale of 1,900,000 Qorvo shares on June 2 at per share prices ranging from $100.25 to $103.41. Starboard, led by Jeffrey Smith, retains a representative on Qorvo's board through Managing Member Peter Feld. Following the latest sales, Starboard Value continues to own a 6.4% stake in Qorvo's outstanding stock. Qorvo is merging with Skyworks Solutions (ticker: SWKS) in a deal expected to close in late 2026 or early 2027. Shares of Qorvo are up 25% in value since the beginning of this year.

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June 05, 2026 19:02 ET (23:02 GMT)

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