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Stake-build board 2026-11-06 07:25
Stake-build board
62 watchlisted situation(s) · as at 2026-11-06 07:25 · added from the daily digest with the Watchlist button
Activists · 10
archive cardINVESTMENT COMPANY PLC
INV · £10m · watched for Dowgate Group Limited
activist Dowgate Group Limited
45.87%
switched to SELLING · was buying before + + - -
5 filing(s) · latest 2026-10-23
archive cardJPMorgan Global Core Real Assets Limited
JARE · watched for Staude Capital Pty Ltd
activist Staude Capital Pty Ltd
21.04% from 5.17% (+15.86pp)
buying, 4 in a row · no sales in the window + + + +
5 filing(s) · latest 2026-06-22
activist Brookdale International Partners, L.P. a ALSO HERE
9.31% from 10.02% (-0.71pp)
single filing · no run to judge yet -
1 filing(s) · latest 2026-01-26
activist Almitas Capital LLC ALSO HERE
5.19%
NEW position · first disclosure we hold
1 filing(s) · latest 2026-08-06
activist City of London Investment Management Com ALSO HERE
0% from 5.18% (-5.18pp)
single filing · no run to judge yet -
1 filing(s) · latest 2026-08-05
archive cardPalace Capital PLC
PCA · £30m · watched for Lakestreet Capital Partners
activist Lakestreet Capital Partners AG
18.82% from 14.78% (+4.03pp)
buying, 1 in a row · no sales in the window + =
2 filing(s) · latest 2026-09-23
already a named bidder for Sdcl Efficiency Income Trust PLC (SEEIT)
✓ in Live Sits · named in the target JSON · people on CH tracker for this
activist Harwood Capital LLP ALSO HERE
5.51% from 6.35% (-0.85pp)
single filing · no run to judge yet -
1 filing(s) · latest 2026-10-12
already a named bidder for Chesterfield Special Cylinders Holdings PLC, Facilities by Adf PLC, Flowtech Fluidpower plc +7 more
✓ in Live Sits · people on CH tracker, other situations→ Bidder JSON+ add this situation
activist Peter Gyllenhammar AB ALSO HERE
0.11% from 13.01% (-12.9pp)
single filing · no run to judge yet -
1 filing(s) · latest 2026-07-17
already a named bidder for First Property Group PLC, Nexus Infrastructure PLC, Portmeirion Group PLC
✓ in Live Sits · people on CH tracker, other situations→ Bidder JSON+ add this situation
archive cardSTV Group PLC
STVG · £47m · watched for Richard Griffiths
activist Richard Griffiths
13.14% from 7.49% (+5.65pp)
buying, 4 in a row · no sales in the window + + + +
4 filing(s) · latest 2026-10-21
archive cardSdcl Efficiency Income Trust PLC (SEEIT)
SEIT · £396m · watched for Saba Capital Management, L.P
activist Saba Capital Management, L.P.
29.09% from 24.09% (+5pp)
buying, 6 in a row · no sales in the window + + + + + +
0.81pp from the 29.9% Rule 9 ceiling — crossing it forces a mandatory offer
6 filing(s) · latest 2026-10-16
archive cardVIDENDUM PLC
VID · £93m · watched for Harwood Capital LLP
activist Alantra EQMC Asset Management SGIIC, S.A ALSO HERE
20.8% from 23.66% (-2.86pp)
single filing · no run to judge yet -
1 filing(s) · latest 2026-04-02
activist Harwood Capital LLP
8.29% from 3.72% (+4.58pp)
buying, 4 in a row · no sales in the window + + + +
4 filing(s) · latest 2026-09-18
already a named bidder for Chesterfield Special Cylinders Holdings PLC, Facilities by Adf PLC, Flowtech Fluidpower plc +6 more
✓ in Live Sits · named in the target JSON · people on CH tracker, other situations+ add this situation
archive cardCapita PLC
CPI · £273m · watched for Harwood Capital LLP
activist Harwood Capital LLP
7.08% from 3.03% (+4.06pp)
buying, 4 in a row · no sales in the window + + + +
4 filing(s) · latest 2026-10-07
already a named bidder for Chesterfield Special Cylinders Holdings PLC, Facilities by Adf PLC, Flowtech Fluidpower plc +7 more
✓ people on CH tracker, other situations⌛ queued for bidder JSON→ Live Sits→ Bidder JSON+ add this situation
archive cardWorkspace Group PLC
WKP · £677m · watched for Saba Capital Management, L.P
activist Saba Capital Management, L.P.
29.73% from 27.08% (+2.65pp)
buying, 3 in a row · no sales in the window + + + = = = =
0.17pp from the 29.9% Rule 9 ceiling — crossing it forces a mandatory offer
7 filing(s) · latest 2026-10-27
archive cardTheWorks.co.uk PLC
WRKS · £56m · watched for Kelso Group Holdings Plc
activist Kelso Group Holdings Plc
10% from 8% (+2pp)
single filing · no run to judge yet +
1 filing(s) · latest 2026-08-12
archive cardFIDELITY EMERGING MARKETS LIMITED
FEML · £578m · watched for City of London Investment Ma
activist City of London Investment Management Com
36% from 36.95% (-0.95pp)
selling, 4 in a row · no purchases in the window - - - -
4 filing(s) · latest 2026-10-21
Potential bidders — PE / Strategic · 6
archive cardTT Electronics plc
TTG · £322m · watched for DBAY Advisors Limited as dis
pe_vc DBAY Advisors Limited as discretionary i
28.4% from 27.08% (+1.32pp)
switched to SELLING · was buying before + -
1.5pp from the 29.9% Rule 9 ceiling — crossing it forces a mandatory offer
2 filing(s) · latest 2026-10-07
✓ in Live Sits · named in the target JSON→ CH tracker
archive cardVodafone Group PLC
VOD · £29.0bn · watched for Vega SAS
pe_vc Vega SAS
19.87%
NEW position · first disclosure we hold
1 filing(s) · latest 2026-07-16
strategic Emirates Investment Authority ALSO HERE
0% from 17.01% (-17pp)
single filing · no run to judge yet -
1 filing(s) · latest 2026-07-16
✓ people on CH tracker for this→ Live Sits→ Bidder JSON
archive cardTouchstone Exploration Inc
TXP · £42m · watched for Purebond Limited
strategic Purebond Limited
36.27% from 19.99% (+16.28pp)
single filing · no run to judge yet +
1 filing(s) · latest 2026-08-06
already a named bidder for Kavango Resources PLC
✓ named in the target JSON · people on CH tracker for this→ Live Sits
archive cardChemring Group PLC
CHG · £1.5bn · watched for Albion River Management LLC
pe_vc Albion River Management LLC
14.06% from 3.02% (+11.04pp)
buying, 11 in a row · no sales in the window + + + + + + + + + + +
12 filing(s) · latest 2026-10-06
already a named bidder for Guinness Vct PLC
✓ in Live Sits · people on CH tracker for this→ Bidder JSON
strategic Leima Equity Four a.s. ALSO HERE
4.01% from 3% (+1.01pp)
buying, 2 in a row · no sales in the window + +
3 filing(s) · latest 2026-09-11
archive cardIntegrated Diagnostics Holdings plc
IDHC · £231m · watched for Hena Holdings Ltd
strategic Hena Holdings Ltd
56.66% from 49.62% (+7.04pp)
single filing · no run to judge yet +
1 filing(s) · latest 2026-08-04
archive cardSTV Group PLC
STVG · £47m · watched for Richard Griffiths
strategic Axiom Media Holdings Limited ALSO HERE
3.88%
NEW position · first disclosure we hold
1 filing(s) · latest 2026-07-24
Individuals · 2
archive cardNinety One PLC
N91 · £2.0bn · watched for Forty Two Point Two
founder Forty Two Point Two
31.21% from 31.19% (+0.02pp)
switched to SELLING · was buying before + -
2 filing(s) · latest 2026-08-05
✓ people on CH tracker for this→ Live Sits→ Bidder JSON
archive cardINVESTMENT COMPANY PLC
INV · £10m · watched for Dowgate Group Limited
individual Jeremy McKeown ALSO HERE
4.82%
NEW position · first disclosure we hold
1 filing(s) · latest 2026-07-31