5% stake reports

Filings through 10/02

Anyone who comes to hold more than 5% of a US-listed company must report it. A 13D holder may seek a say in the company; a 13G holder is a passive investor.

5% stake reports: 652; Last 30 days · 09/03–10/02
13D reports: 357; Last 30 days · 09/03–10/02
First reports over 5%: 241; Last 30 days · 09/03–10/02
Dropped below 5%: 83; Last 30 days · 09/03–10/02

5% stake reports

Amplify Energy AMPY

	Holder			Kind
07/27	BlackRock07/27	6%2,457,164 sh	+4.6pp	13G passive
07/14	Perga Capital Partners07/14	8.6%3,551,270 sh	−1.5pp	13G passiveAmendment
07/14	Perga Capital Partners07/14	10.1%4,177,243 sh	+2.7pp	13G passiveAmendment
05/11	Thomist Capital Management05/11	0.3%130,842 sh	−7.5pp	13G passiveAmendment
03/17	Stoney Lonesome HF03/17	6.3%2,589,757 sh	−2.6pp	13DAmendment
02/12	Thomist Capital Management02/12	7.8%3,147,130 sh	First report	13G passive
25/11/14	Perga Capital Partners25/11/14	7.4%2,999,268 sh	First report	13G passive
25/08/14	Stoney Lonesome HF25/08/14	8.9%3,589,757 sh	+1.1pp	13DAmendment
25/08/05	Irrevocable Larson Family Investment Trust25/08/05	6.2%2,481,000 sh	+1.1pp	13G passiveAmendment
25/07/23	Irrevocable Larson Family Investment Trust25/07/23	5.1%2,041,000 sh	First report	13G passive
25/06/24	Stoney Lonesome HF25/06/24	7.8%3,154,347 sh	+0.4pp	13DAmendment
25/06/06	Stoney Lonesome HF25/06/06	7.4%3,004,347 sh	+0.7pp	13DAmendment
25/05/20	Stoney Lonesome HF25/05/20	6.7%2,700,347 sh	−0.3pp	13DAmendment
25/04/16	Stoney Lonesome HF25/04/16	7%2,830,347 sh	+0.6pp	13D