From the office
News & resources
Briefing · Oct 16, 2026
Shah Capital Becomes a Family Office, Steps Back at Novavax
Himanshu Shah withdrew adviser registration and formed a family office; ~6.4% Novavax holder no longer seeks influence.
Source: ReutersBriefing · Oct 16, 2026
CoreWeave CEO Has Sold Nearly $1 Billion of Stock
Filings show Michael Intrator and linked entities sold 10M+ shares since IPO, mostly under preset trading plans.
Source: ReutersBriefing · Oct 16, 2026
Dan Loeb's Third Point Buys Sysco and Performance Food
13F shows new stakes of ~$48M in Sysco and ~$75.5M in Performance Food Group as of June 30.
Source: BenzingaBriefing · Oct 15, 2026
Chris Larsen and Ripple Report 9.9% of Evernorth
A joint Schedule 13G discloses 2.34M Evernorth Class A shares held by Larsen, Ripple Labs and a family trust.
Source: KalkineBriefing · Oct 07, 2026
Ackman Calls Howard Hughes a "Compounding Machine"
Bill Ackman laid out a long-term case for Howard Hughes Holdings, his Pershing Square-controlled company.
Pershing Square bought 9 million Howard Hughes Holdings (HHH) shares at $100 last year to take control; the stock trades near $72. In late September Ackman argued the business could exceed $1 trillion in value over 50 years, shifting it toward an insurance-and-investing model after buying insurer Vantage Group for $2.1 billion.
Source: The Motley FoolBriefing · Oct 07, 2026
Berkshire Keeps Buying Lennar, Stake Near 12%
Berkshire-affiliated entities bought about 2.4 million more Lennar shares (~$190M) on Oct 1–2.
A new SEC Form 4 shows Berkshire Hathaway entities bought roughly 2.4 million additional Lennar (LEN) shares on October 1 and 2, 2026, for about $190 million at prices mostly in the high $70s. Berkshire now holds about 28.4 million Class A shares, a stake reported near 12%. The buying continues even as Lennar trades close to its 52-week low.
Source: Money MorningBriefing · Oct 06, 2026
Ken Griffin and Citadel Report 7.3% of Quantinuum
A Schedule 13G shows Griffin and Citadel entities hold about 2.4 million Quantinuum Class A shares.
A Schedule 13G filed October 6, 2026 discloses that Kenneth Griffin and affiliated Citadel entities beneficially own 2,403,427 shares of Quantinuum Inc. Class A stock, or 7.3% of the class, as of June 30, 2026. Citadel Advisors accounts for about 7.0% and Citadel Securities about 0.3%.
Source: KalkineBriefing · Oct 05, 2026
Druckenmiller's Brazil Bet Pays Off After Election Upset
Brazil's biggest ETF jumped 13% after a first-round election surprise; Duquesne held EWZ shares and calls as of June.
The iShares MSCI Brazil ETF (EWZ) rose about 13% on October 5, 2026 after Flávio Bolsonaro upset President Lula in the first round of Brazil's election. Stanley Druckenmiller's Duquesne Family Office reported $118M in EWZ shares and $146M in call options in its June filing. Whether the position is still held will not be known until the next 13F.
Source: 24/7 Wall St.Briefing · Sep 07, 2026
Aliko Dangote Refinery IPO Adds $1 Billion to Fortune
Africa's richest man prepares for the continent's biggest IPO as his refinery offering draws investor interest.
Aliko Dangote added $1 billion to his net worth after announcing the N2.2 trillion share offering for his refinery, taking his fortune to $32.5 billion. The IPO is set to be Africa's largest. Source: Bloomberg / Businessday, September 7, 2026.
Briefing · Sep 07, 2026
Bill Ackman Exits Alphabet, Bets on Netflix
Pershing Square sold its Alphabet position and bought a mega-cap stock down 42% from its highs.
Billionaire Bill Ackman's Pershing Square made notable portfolio changes in the second quarter, exiting Alphabet and initiating a position in Netflix after the streaming stock had fallen roughly 42% from its peak. Source: Motley Fool / Pershing Square disclosures, September 7, 2026.
Briefing · Sep 05, 2026
Berkshire Buybacks Resume Under Greg Abel
Abel repurchased $4.5 billion of one stock last quarter and at least $3.3 billion more this quarter.
Warren Buffett's successor Greg Abel has been more active with Berkshire's capital, spending $4.5 billion buying one stock last quarter and at least $3.3 billion more in the current quarter as buybacks resume. Source: Motley Fool, September 5, 2026.
Briefing · Sep 01, 2026
Bill Gates Adds $100M+ to Republic Services Stake
Cascade Investment filed multiple Form 4 purchases of RSG stock in late August and early September.
Bill Gates' Cascade Investment has been actively buying Republic Services (NYSE: RSG) shares on the open market, with filings showing more than $100 million in recent purchases. The position builds on a holding Gates has maintained since 2008. Source: SEC Form 4 filings and market reports, September 2026.
Briefing · Aug 08, 2026
Berkshire Hathaway Q2 2026 Earnings Beat
Operating earnings rose 16.3% as Greg Abel deploys Buffett's cash hoard and the company buys back stock.
Berkshire Hathaway posted nearly $25.7 billion in second-quarter earnings, fueled by operating profits and investment gains. Operating earnings climbed 16.3% under new CEO Greg Abel, who has also resumed meaningful stock buybacks. Source: Berkshire Hathaway news release, August 8, 2026.