Vicksburg Investments Management LLC and the Melissa Neugebauer 2020 Trust are pushing Fermi Inc (FRMI) to evaluate strategic alternatives, including mergers or acquisitions. The shareholder group, which holds 22% of shares, filed a formal proposal under SEC Rule 14a-8 requesting the board engage an independent investment bank for the review. This follows a letter sent to the board on September 9 and a presentation on September 10. Fermi reports zero trailing twelve months sales and negative TTM EPS of -1.21, while insiders sold $75.2 million in shares over the past 12 months. A 22% holder is formally pushing for an independent strategic review ahead of the October 30 Annual Meeting, creating a near-term catalyst around the shareholder vote and any board response. In a separate letter, Neugebauer requested that shareholders vote on restoring pre-IPO voting standards and raising the REIT ownership limit from 2.5% to 9.8%. Shares have declined 20% since August 13. Neugebauer cited concerns that the 222 MW TensorWave lease represents less than 5% of the company's 4.8 GW near-term power opportunity.

Celadon Partners SPV 24, Celadon Partners, LLC, and CPIF II-7 Limited report shared voting and dispositive power over 25.7 million shares, or 54.6% of Senti Biosciences Holdings, Inc. The 54.6% stake assumes issuance of 16.0 million shares upon exchange of Initial Notes under a Securities Purchase Agreement, subject to stockholder approval. On September 3, 2026, Senti entered into an Equity Commitment Letter with CPIF II-9 Limited, an affiliate of Celadon Partners SPV 24, for a $2.5 million purchase of newly issued common stock at the Nasdaq Minimum Price. The equity commitment is conditioned on substantially contemporaneous consummation of the Closing under a Merger Agreement, Nasdaq compliance plan submission, retention of at least $600,000 in cash, and execution of a registration rights agreement.

Charles M. Gillman, who holds approximately 5.1% of TransAct Technologies (TACT), is urging a strategic review, the addition of new directors, and consideration of potential sales of businesses. His September 3, 2026 Schedule 13D/A and accompanying materials identify these specific proposals, creating an activist catalyst around the board's response.

Helios S.r.l. is pushing for a shareholder meeting at I Grandi Viaggi S.p.A. (IGV.MI) to assess potential corporate liability actions against parties named in a Board of Statutory Auditors' report. Helios holds 2.4 million shares. The request for the Ordinary Shareholders' Meeting was made under Article 2367 of the Italian Civil Code and references complaints filed in April and June 2026. The board added the request to its 14 September 2026 meeting agenda for assessment.

Zvi Schreiber, founder and former CEO of Freightos Ltd, filed a Schedule 13D/A disclosing a 6.0% stake (3.1 million ordinary shares). On July 8, 2026, Schreiber gave notice under Article 19.5 of the Articles proposing three resolutions for the 2026 AGM, including removal of Chairman Dr. Udo Lange. Schreiber launched GrowCRGO, a shareholder advocacy website, on September 9, 2026, advocating a platform-first, high-growth strategy aligned with AI. The Board has stated it will consider the resolution request at its next meeting, on or, and give at least 14 days' notice of its decision. Schreiber served as CEO from 2012 until January 2026 and as a Board member until February 2026.

Repository Services LLC reports beneficial ownership of 23.9 million shares of Public Company Management Corporation common stock, representing approximately 69.84% of the outstanding shares. The reporting person states it acquired and holds the shares for the purpose of exercising control over the issuer and influencing management, operations, capital structure, and strategic direction. The filing states the reporting person may cause the issuer to enter into business combination or reverse-merger transactions, including the proposed acquisition of Physicians Capital Management Corporation. The amendment corrects the number of shares from the original Form 13D, which incorrectly reported 23,946.307 shares; the correct number is 23.4 million shares. The reporting person has sole voting power and sole dispositive power over all reported shares.

Realty Fine, Refine's largest shareholder with about 48%, rejected Cha Partners Asset Management's demand for share buybacks and incineration. Realty Fine said spending funds on treasury stock contradicts Refine's mid- to long-term strategy, including restoring competitiveness and expanding B2C businesses. Refine recently signed an MOU to review M&A of a B2C Proptech company worth 70-80 billion won. Realty Fine is running a tender offer for Refine from the 18th of last month to the 16th of this month, seeking an additional 30% stake. Realty Fine stated the tender offer does not presuppose delisting and aims to stabilize management rights. Cha Partners had called on Refine's board to buy back and incinerate shares in a size similar to the largest shareholder's tender offer. Refine generates more than 90% of total sales from monthly rent deposit service fees.

Barington Capital Group is pushing Bath & Body Works, Inc. (BBWI) to explore a sale of the company. Barington held 0.8 million shares, or a 0.38% stake, as of June 30. Barington CEO James Mitarotonda cited unstable management and undervaluation, demanding the company retain advisers to seek buyers, repurchase shares, and grant Barington board representation. The activist plans to publish a letter to the board in the coming weeks. Leverage for the campaign depends on the forthcoming letter and the ability to marshal shareholder support given the small size of the stake.

Varecs Partners Limited has proposed a transaction for a third party to acquire majority voting rights in Medikit Co., Ltd. (7749.T). Varecs holds a 14.53% stake, consisting of 2.3 million shares. The filer intends to propose significant capital-policy changes to Medikit within the next 12 months. This event follows a Japanese large shareholding report disclosing a majority-acquisition proposal already made to the issuer and a flagged capital-policy proposal.

Oasis Management Company Ltd. increased its stake in Infomart Corporation (2492.T) to 17.97%, up from 16.95%, and is pushing for operational and governance changes. The buyer has proposed the disposition of important assets, the discontinuation of part of the business, and significant changes to officer composition. Oasis intends to make further proposals within 12 months regarding mergers, share exchanges, company splits, delisting, or acquisitions exceeding majority voting rights. The buyer also plans to acquire an additional 5%+ of common shares within three months, subject to market conditions. This large shareholding report with management-control purpose indicates the filer has already made board and asset proposals and signals continued accumulation.