Every activist campaign, in one place.
When an investor crosses 5% of a public company they file 13D (active) or 13G (passive). 13D means they will push for change — board seats, breakup, sale, CEO replacement. This page tracks every major ongoing and recent 13D/13G campaign.
Ongoing campaigns
| Activist | Target | Latest filing |
|---|---|---|
| Engine Capital Engine Capital |  ETSYEtsy, Inc. | 2024-12-03 |
| Pershing Square Capital Bill Ackman / Pershing Square |  FNMAFederal National Mortgage Association | 2024-11-14 |
| ValueAct Capital Partners ValueAct Capital |  NTRNutrien Ltd. | 2024-07-29 |
| Berkshire Hathaway Warren Buffett / Berkshire Hathaway |  OXYOccidental Petroleum Corporation | 2024-06-18 |
| Elliott Elliott Investment Management |  TRIPTripadvisor Inc. | 2024-04-01 |
Recent filings (all outcomes)
ETSYSpin off Depop + Reverb, refocus core marketplace, cut costs. Filed with intent to engage on strategic review.
FNMAGSE conservatorship exit via recapitalization. 11-year position banking on eventual privatization.
LUVDemand CEO + Chair replacement, board overhaul, modernize revenue management. Settled Oct 2024 with 5 new directors + CEO retention.
NTRImprove capital allocation, explore potash/nitrogen business separation. Constructive-activism posture typical of ValueAct.
OXYPassive accumulation past 10% threshold. Buffett has stated no intent to take majority. Position built Feb 2022 onward.
ADSKImprove margins to 38%+ from ~30%. Board refreshment. Oct 2024: settled with 2 new directors.
NSCReplace CEO Alan Shaw, improve operating ratio post-East Palestine derailment. Proxy fight May 2024: won 3 of 13 board seats; CEO survived narrowly.
TRIPStrategic alternatives review — explore sale or separation of Viator business. Board formed committee June 2024.
By campaign type
Pushing for change — board seats, breakup, CEO replacement
Positioned for a specific catalyst, not pushing for change
Crossed 5% threshold but explicitly no engagement intent
How to read this data
Any investor crossing 5% of a public company’s outstanding shares must file 13D (with intent to influence) or 13G (passive long-term hold) within 10 days. Amendments (13D/A, 13G/A) follow when the position changes by 1%+ or intent shifts. Every row here links to the underlying EDGAR filing.
Crossing 10% triggers Section 16 reporting (faster, more granular). See Form 4 insider activity for executive-level filings.
Related SEC filings on HoldLens
DEF 14A explainer · Proxy tracker (DEF 14A) · Insider trades (Form 4) · Material events (8-K) · Chapter 11 (8-K Item 1.03) · SEC enforcement
Sister property: SecFilingDex — encyclopedic entry for Schedule 13D vs 13G (activist vs passive 5%+ ownership) with the regulatory citations behind every campaign above.