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

Marriott Vacations Worldwide VAC

	Holder			Kind
08/20	Impactive Capital08/20	9.8%3,380,818 sh	−1.9pp	13DAmendment
04/29	Vanguard Portfolio Management04/29	5.55%1,905,778 sh	First report	13G passive
03/26	Vanguard Group03/26	0%0 sh	−10.0pp	13G passiveAmendment
02/17	Fuller & Thaler Asset Management02/17	4.99%1,725,532.99 sh	−0.2pp	13G passiveAmendment
01/08	BlackRock01/08	11.8%4,084,555 sh	+2.1pp	13G passiveAmendment
25/10/17	BlackRock25/10/17	9.7%3,366,770 sh	−1.4pp	13G passiveAmendment
25/06/20	Impactive Capital25/06/20	11.7%4,045,984 sh	+2.2pp	13DAmendment
25/05/28	Impactive Capital25/05/28	9.5%3,295,984 sh	No earlier report	13DAmendment
25/05/14	Fuller & Thaler Asset Management25/05/14	5.22%1,822,686.59 sh	First report	13G passive