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

Forward Air FWRD

	Holder			Kind
08/13	Barclays08/13	7.84%2,480,010 sh	First report	13G passive
08/06	FMR08/06	6.4%2,008,264.35 sh	First report	13G passive
07/28	Bracebridge Capital07/28	5.1%1,608,505 sh	First report	13G passive
07/08	BlackRock07/08	5.4%1,698,107 sh	−5.5pp	13G passiveAmendment
05/12	Cetus Capital VI05/12	0.76%245,588 sh	−9.1pp	13G passiveAmendment
25/07/03	Clearlake Capital Group25/07/03	12.6%3,825,000 sh	No earlier report	13DAmendment