M&A dealsStake-builds
Stake-build board 2026-09-11 12:34
Stake-build board
55 watchlisted situation(s) · as at 2026-09-11 12:34 · added from the daily digest with the Watchlist button
Activists · 10
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 · £65m · watched for Lakestreet Capital Partners
activist Lakestreet Capital Partners AG
18.82% from 14.78% (+4.03pp)
single filing · no run to judge yet +
1 filing(s) · latest 2026-07-23
✓ in Live Sits · named in the target JSON · people on CH tracker for this
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 cardVIDENDUM PLC
VID · £88m · 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
7.07% from 3.72% (+3.35pp)
buying, 3 in a row · no sales in the window + + +
3 filing(s) · latest 2026-07-27
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 · £386m · watched for Harwood Capital LLP
activist Harwood Capital LLP
6.01% from 3.03% (+2.98pp)
buying, 3 in a row · no sales in the window + + +
3 filing(s) · latest 2026-09-02
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 cardSDCL EFFICIENCY INCOME TRUST PLC
SEIT · £392m · watched for Saba Capital Management, L.P
activist Saba Capital Management, L.P.
27.05% from 24.09% (+2.97pp)
buying, 3 in a row · no sales in the window + + +
2.85pp from the 29.9% Rule 9 ceiling — crossing it forces a mandatory offer
3 filing(s) · latest 2026-08-28
archive cardWorkspace Group PLC
WKP · £763m · watched for Saba Capital Management, L.P
activist Saba Capital Management, L.P.
29.11% from 27.08% (+2.03pp)
buying, 2 in a row · no sales in the window + +
0.79pp from the 29.9% Rule 9 ceiling — crossing it forces a mandatory offer
2 filing(s) · latest 2026-07-14
archive cardTheWorks.co.uk PLC
WRKS · £36m · 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 cardSTV Group PLC
STVG · £92m · watched for Richard Griffiths
activist Richard Griffiths
9.48% from 7.49% (+1.99pp)
buying, 2 in a row · no sales in the window + +
2 filing(s) · latest 2026-08-11
archive cardINVESTMENT COMPANY PLC(THE)
INV · £10m · watched for Dowgate Group Limited
activist Dowgate Group Limited
47.24% from 45.87% (+1.37pp)
buying, 2 in a row · no sales in the window + +
3 filing(s) · latest 2026-08-24
archive cardFIDELITY EMERGING MARKETS LIMITED
FEML · £578m · watched for City of London Investment Ma
activist City of London Investment Management Com
35.93% from 36.95% (-1.02pp)
single filing · no run to judge yet -
1 filing(s) · latest 2026-09-07
Potential bidders — PE / Strategic · 6
archive cardVodafone Group PLC
VOD · £19.1bn · 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 · £31m · 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
✓ 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
13% from 4% (+9pp)
buying, 9 in a row · no sales in the window + + + + + + + + +
9 filing(s) · latest 2026-06-29
✓ in Live Sits · people on CH tracker for this→ Bidder JSON
strategic Leima Equity Four a.s. ALSO HERE
3%
NEW position · first disclosure we hold +
2 filing(s) · latest 2026-08-05
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 cardTT Electronics plc
TTG · £194m · watched for DBAY Advisors Limited as dis
pe_vc DBAY Advisors Limited as discretionary i
29.04% from 27.08% (+1.96pp)
single filing · no run to judge yet +
0.86pp from the 29.9% Rule 9 ceiling — crossing it forces a mandatory offer
1 filing(s) · latest 2026-07-07
✓ in Live Sits · named in the target JSON→ CH tracker
archive cardSTV Group PLC
STVG · £92m · 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 · 3
archive cardNinety One PLC
N91 · £1.7bn · 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 cardPalace Capital PLC
PCA · £65m · watched for Lakestreet Capital Partners
individual Gisela Pierburg ALSO HERE
4.19% from 3.29% (+0.9pp)
single filing · no run to judge yet +
1 filing(s) · latest 2026-07-23
archive cardIFOREX FINANCIAL TRADING HOLDINGS LTD.
IFRX · £33m · watched for Eyal Carmon
individual Eyal Carmon
58% from 57.6% (+0.4pp)
single filing · no run to judge yet +
1 filing(s) · latest 2026-08-21